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SPE-PC Smart Money

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
NYSE · Financial Services · Asset Management · Tech Score Neutral · Power 50 · $263.6M mcap

🏦 Institutional Activity

Latest: Q2 2026
11
Institutions Holding
-2 vs prior
15.9%
Ownership
+0.10%
0 New
4 Increased
3 Reduced
0 Closed

👔 Insider Trades

0 records
Date Name Title Type Shares Price Value Filing
No insider trades found

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

11 holders
Holder Shares Value Date Reported Filing
Focus Partners Wealth 1,095,220 $27M -23,653 2026-06-30 Filing
CSS LLC/IL 362,349 $9M +17,363 2026-06-30 Filing
GatePass Capital, LLC 155,800 $4M +12,480 2026-06-30 Filing
Beverly Hills Private Wealth, LLC 31,926 $795K -22 2026-06-30 Filing
WELLS FARGO & COMPANY/MN 18,174 $453K -200 2026-06-30 Filing
Avise Financial Cooperative, Inc. 12,214 $304K +65 2026-06-30 Filing
UBS Group AG 8,392 $209K +492 2026-06-30 Filing
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,787 $69K — 2026-06-30 Filing
MORGAN STANLEY 646 $16K — 2026-06-30 Filing
OSAIC HOLDINGS, INC. 295 $7K — 2026-06-30 Filing
WINMILL & CO. INC 200 $5K — 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms