SPE-PC Institutional Ownership
Special Opportunities Fund, Inc.
1W: +0.6%
1M: +0.0%
3M: -0.1%
YTD: -0.5%
1Y: +1.2%
$24.80
+0.00 (+0.00%)
Weekly Expected Move ±0.7%
$24
$25
$25
$25
$25
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Institutional Ownership — SPE-PC
11
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$42M
Total Invested
0
New Positions
4
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1,095,220 | $$27M | -23,653 | -2.1% | 3Q | SEC ↗ |
| 2 | CSS LLC/IL | 362,349 | $$9M | +17,363 | +5.0% | 18Q | SEC ↗ |
| 3 | GatePass Capital, LLC | 155,800 | $$4M | +12,480 | +8.7% | 7Q | SEC ↗ |
| 4 | Beverly Hills Private Wealth, LLC | 31,926 | $$792K | -22 | -0.1% | 3Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 18,174 | $$451K | -200 | -1.1% | 18Q | SEC ↗ |
| 6 | Avise Financial Cooperative, Inc. | 12,214 | $$303K | +65 | +0.5% | 2Q | SEC ↗ |
| 7 | UBS Group AG | 8,392 | $$208K | +492 | +6.2% | 18Q | SEC ↗ |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 2,787 | $$69K | — | +0.0% | 10Q | SEC ↗ |
| 9 | MORGAN STANLEY | 646 | $$16K | — | +0.0% | 18Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 295 | $$7K | — | +0.0% | 18Q | SEC ↗ |
| 11 | WINMILL & CO. INC | 200 | $$5K | — | +0.0% | 18Q | SEC ↗ |
| 12 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 0 | $$0K | -21,113 | -100.0% | 8Q | SEC ↗ |
| 13 | SEVEN MILE ADVISORY | 0 | $$0K | -381,194 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SEVEN MILE ADVISORY | 381,194 | $$9M |
| GRAHAM CAPITAL WEALTH MANAGEMENT, L | 21,113 | $$524K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CSS LLC/IL | +17,363 | +5.0% | 362,349 |
| GatePass Capital, LLC | +12,480 | +8.7% | 155,800 |
| UBS Group AG | +492 | +6.2% | 8,392 |
| Avise Financial Cooperative, Inc. | +65 | +0.5% | 12,214 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | -23,653 | -2.1% | 1,095,220 |
| WELLS FARGO & COMPANY/MN | -200 | -1.1% | 18,174 |
| Beverly Hills Private Wealth, LLC | -22 | -0.1% | 31,926 |