Special Opportunities Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COLONY GROUP, LLC | 02/13/2026 | 1.32 M | $19.44 M | 100.00% | 11.76% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 278.91 K | $4.10 M | 2.43% | 2.48% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 250.58 K | $3.95 M | -29.35% | 2.23% |
| 02/09/2026 | 131.75 K | $1.94 M | -1.90% | 1.17% | |
| CSS LLC/IL | 02/17/2026 | 115.98 K | $1.70 M | 0.00% | 1.03% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 112.89 K | $1.66 M | 0.44% | 1.00% |
| SEVEN MILE ADVISORY | 02/13/2026 | 108.42 K | $1.59 M | 2.21% | 0.96% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 108.21 K | $1.59 M | 1.11% | 0.96% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 103.49 K | $1.52 M | 0.35% | 0.92% |
| MORGAN STANLEY | 02/13/2026 | 73.38 K | $1.08 M | -8.62% | 0.65% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 40.01 K | $620.36 K | 26.98% | 0.36% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 38.00 K | $558.22 K | 19.40% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 33.12 K | $486.54 K | 16.81% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 24.74 K | $363.36 K | 14.11% | 0.22% |
| OPPENHEIMER & CO INC | 02/02/2026 | 20.77 K | $305.05 K | -6.74% | 0.18% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 20.20 K | $296.78 K | -2.47% | 0.18% |
| NBC SECURITIES, INC. | 01/29/2026 | 19.77 K | $290.43 K | 21.80% | 0.18% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 18.47 K | $271.32 K | 0.00% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 18.00 K | $264.42 K | -10.45% | 0.16% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 17.37 K | $255.15 K | 0.00% | 0.15% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 16.28 K | $239.22 K | 0.00% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 15.89 K | $233.34 K | 2.38% | 0.14% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 14.92 K | $219.10 K | 2.49% | 0.13% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 14.85 K | $218.19 K | 0.00% | 0.13% |
| PATRON PARTNERS, LLC | 02/11/2026 | 13.83 K | $203.09 K | 0.00% | 0.12% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 13.60 K | $199.78 K | -7.48% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 13.37 K | $196.36 K | 100.00% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 11.87 K | $174.41 K | -16.79% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 10.60 K | $155.68 K | 0.29% | 0.09% |
| 02/09/2026 | 5.31 K | $77.97 K | 100.00% | 0.05% | |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 5.20 K | $76.43 K | 0.00% | 0.05% |
| UBS GROUP AG | 01/29/2026 | 4.93 K | $72.47 K | -23.32% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 3.38 K | $49.69 K | 2.21% | 0.03% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 2.16 K | $31.76 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.15 K | $32.00 K | 0.00% | 0.02% |
| WINMILL & CO. INC | 02/13/2026 | 2.00 K | $29.38 K | 0.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.50 K | $21.96 K | 100.00% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 937 | $13.77 K | -87.08% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 890 | $13.07 K | 0.00% | 0.01% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 01/21/2026 | 810 | $11.90 K | 100.00% | 0.01% |
| EASTERN BANK | 01/14/2026 | 727 | $10.68 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 692 | $10.51 K | 2.22% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 200 | $2.94 K | 0.00% | 0.00% |
| CVA FAMILY OFFICE, LLC | 01/12/2026 | 39 | $573 | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
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Special Opportunities Fund Inc institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Special Opportunities Fund Inc. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 95,283
OPPENHEIMER & CO INC: 21,372
Sowell Financial Services LLC: 17,933
NBC SECURITIES, INC.: 16,657
COMMONWEALTH EQUITY SERVICES, LLC: 16,210
TrueMark Investments, LLC: 16,208
26.78% of Special Opportunities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.57 M shares in the last 24 months. This purchase volume represents approximately $78.88 M in transactions.