Special Opportunities Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COLONY GROUP, LLC | 08/12/2026 | 1.25 M | $16.77 M | -6.76% | 11.72% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 664.99 K | $8.96 M | 78.74% | 6.26% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 356.98 K | $4.81 M | 21.05% | 3.36% |
| CSS LLC/IL | 08/14/2026 | 122.53 K | $1.65 M | 3.18% | 1.15% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 108.78 K | $1.47 M | -1.14% | 1.02% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 106.34 K | $1.43 M | -0.86% | 1.00% |
| MORGAN STANLEY | 08/13/2026 | 96.68 K | $1.30 M | 6.52% | 0.91% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 57.37 K | $772.83 K | -49.16% | 0.54% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 44.28 K | $596.45 K | 0.00% | 0.42% |
| OPPENHEIMER & CO INC | 08/03/2026 | 36.49 K | $491.51 K | 70.73% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 34.05 K | $458.71 K | 6.29% | 0.32% |
| NBC SECURITIES, INC. | 07/21/2026 | 26.66 K | $359.17 K | 60.08% | 0.25% |
| PERMANENT CAPITAL MANAGEMENT, LP | 08/12/2026 | 22.11 K | $297.88 K | 100.00% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 21.85 K | $294.37 K | 34.82% | 0.21% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 20.44 K | $275.37 K | 2.87% | 0.19% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 20.42 K | $275.04 K | -1.73% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 19.19 K | $258.44 K | -0.54% | 0.18% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 17.93 K | $241.56 K | 0.00% | 0.17% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 17.35 K | $233.68 K | -78.86% | 0.16% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 17.35 K | $233.68 K | 7.03% | 0.16% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 07/21/2026 | 16.80 K | $226.30 K | 100.00% | 0.16% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 16.25 K | $218.89 K | -29.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 15.44 K | $207.91 K | 30.57% | 0.15% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 15.33 K | $206.54 K | 0.00% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 14.49 K | $195.18 K | -84.79% | 0.14% |
| PATRON PARTNERS, LLC | 08/11/2026 | 14.27 K | $192.27 K | 0.00% | 0.13% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 13.61 K | $183.27 K | -4.41% | 0.13% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 13.00 K | $175.12 K | -22.68% | 0.12% |
| XTX TOPCO LTD | 08/14/2026 | 10.99 K | $148.04 K | 100.00% | 0.10% |
| DETALUS ADVISORS, LLC | 07/27/2026 | 10.82 K | $145.79 K | 3.64% | 0.10% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 10.14 K | $136.55 K | 100.00% | 0.10% |
| ROYAL BANK OF CANADA | 08/14/2026 | 5.25 K | $71.00 K | 133.33% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 5.16 K | $69.55 K | 0.00% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 3.71 K | $49.90 K | 100.00% | 0.03% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 09/15/2026 | 3.24 K | $44.00 K | 100.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 2.26 K | $30.47 K | 0.00% | 0.02% |
| WINMILL & CO. INC | 08/13/2026 | 2.09 K | $28.19 K | 0.00% | 0.02% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 1.73 K | $23.30 K | -69.19% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.19 K | $15.96 K | 100.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 918 | $12.37 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 887 | $11.94 K | -92.06% | 0.01% |
| EASTERN BANK | 07/01/2026 | 750 | $10.10 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 206 | $2.78 K | 0.00% | 0.00% |
| FIRST HORIZON CORP | 07/20/2026 | 103 | $1.39 K | 100.00% | 0.00% |
| CVA FAMILY OFFICE, LLC | 08/07/2026 | 39 | $525 | 0.00% | 0.00% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 07/22/2026 | 26 | $350 | 0.00% | 0.00% |
| ASPECT PARTNERS, LLC | 07/16/2026 | 10 | $135 | 100.00% | 0.00% |
| DANSKE BANK A/S | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Special Opportunities Fund Inc institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of Special Opportunities Fund Inc. The most heavily invested institutionals were:
Colony Group, LLC: 1.25 M
Shaker Financial Services, LLC: 664,992
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 356,979
CSS LLC/IL: 122,529
SCOTIA CAPITAL INC.: 108,784
Advisors Asset Management, Inc.: 106,335
30.46% of Special Opportunities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.96 M shares in the last 24 months. This purchase volume represents approximately $84.38 M in transactions.