SPE Insider Trading

Insider Trading Chart
Insider Trading History
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About

Insider Ownership Percentage: 49.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $5,179.98

Special Opportunities Fund Insider Trading History Chart

Special Opportunities Fund Share Price & Price History

^$14.95

▼ -0.16 (-1.06%)

As of 03/28/2025 04:58 PM ET

Days: 30 | 90 | 365

Special Opportunities Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/20/2024	Andrew Dakos	President	Sell	377	$13.74	$5,179.98	4,880
4/5/2023	Phillip Goldstein	Chairman	Buy	2,400	$10.85	$26,040.00	26,459
3/29/2023	Phillip Goldstein	Chairman	Buy	675	$10.74	$7,249.50	22,491
2/3/2023	Phillip Goldstein	Chairman	Buy	2,000	$11.85	$23,700.00	21,816
1/30/2023	Phillip Goldstein	Chairman	Buy	2,000	$11.63	$23,260.00	19,816
4/6/2022	Gerald Hellerman	Director	Buy	5,600	$14.79	$82,824.00	43,584

SEC Filings (Institutional Ownership Changes) for Special Opportunities Fund (NYSE:SPE)

35.60% of Special Opportunities Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Special Opportunities Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/27/2025	Jefferies Financial Group Inc.	30,010	$0.44M	0.0%	N/A	0.268%
2/17/2025	Jefferies Financial Group Inc.	30,010	$0.44M	0.0%	N/A	0.268%
2/17/2025	K2 Principal Fund L.P.	10,000	$0.15M	0.0%	N/A	0.089%
2/17/2025	CF Capital LLC	27,500	$0.40M	0.4%	N/A	0.246%
2/17/2025	Ancora Advisors LLC	24,892	$0.36M	0.0%	-15.6%	0.223%
2/14/2025	Quarry LP	3,023	$44K	0.0%	N/A	0.027%
2/14/2025	Shaker Financial Services LLC	157,812	$2.31M	0.9%	+148.0%	1.412%
2/13/2025	NewEdge Advisors LLC	2,162	$32K	0.0%	-85.9%	0.019%
2/13/2025	Scotia Capital Inc.	89,632	$1.31M	0.0%	+6.1%	0.802%
2/13/2025	Raymond James Financial Inc.	30,984	$0.45M	0.0%	N/A	0.277%
2/7/2025	Independent Advisor Alliance	94,349	$1.38M	0.0%	N/A	0.844%
2/7/2025	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	15,542	$0.23M	0.0%	+41.7%	0.139%
2/6/2025	Raymond James Financial Inc.	30,984	$0.45M	0.0%	N/A	0.277%
2/5/2025	Oppenheimer & Co. Inc.	22,766	$0.33M	0.0%	N/A	0.204%
1/31/2025	Global Retirement Partners LLC	3,103	$45K	0.0%	N/A	0.028%
1/31/2025	Truist Financial Corp	22,439	$0.33M	0.0%	N/A	0.201%
1/24/2025	Absolute Investment Advisers LLC	10,504	$0.15M	0.0%	N/A	0.094%
1/16/2025	Aspiriant LLC	13,246	$0.19M	0.0%	N/A	0.118%
12/3/2024	Rivernorth Capital Management LLC	310,363	$4.32M	0.2%	-4.3%	2.776%
11/15/2024	Rivernorth Capital Management LLC	310,363	$4.32M	0.2%	-4.3%	2.776%
11/9/2024	Landscape Capital Management L.L.C.	14,755	$0.21M	0.0%	+22.6%	0.132%
10/31/2024	Shaker Financial Services LLC	63,636	$0.89M	0.3%	+8.0%	0.569%
10/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	10,972	$0.15M	0.0%	N/A	0.098%
8/16/2024	SkyView Investment Advisors LLC	29,923	$0.39M	0.1%	-7.9%	0.268%
8/3/2024	Shaker Financial Services LLC	58,923	$0.77M	0.3%	-42.7%	0.527%
7/10/2024	Epiq Partners LLC	87,134	$1.14M	0.8%	-27.0%	0.779%
5/3/2024	Patron Partners LLC	13,825	$0.18M	0.1%	N/A	0.124%
4/15/2024	Epiq Partners LLC	119,435	$1.51M	1.0%	-15.4%	1.068%
4/5/2024	NBC Securities Inc.	15,478	$0.20M	0.0%	+6.4%	0.138%
2/12/2024	Scotia Capital Inc.	91,266	$1.08M	0.0%	+3.7%	0.816%
2/8/2024	Matisse Capital	22,786	$0.27M	0.1%	N/A	0.204%
2/7/2024	Shaker Financial Services LLC	197,348	$2.34M	1.0%	-7.6%	1.765%
1/24/2024	Sowell Financial Services LLC	18,427	$0.22M	0.0%	-12.5%	0.165%
1/16/2024	Raymond James & Associates	24,344	$0.29M	0.0%	-18.7%	0.218%
1/11/2024	Epiq Partners LLC	141,195	$1.68M	1.2%	-11.2%	1.263%
11/21/2023	Almitas Capital LLC	23,058	$0.25M	0.1%	-15.4%	0.206%
11/15/2023	Scotia Capital Inc.	88,007	$0.96M	0.0%	+6.9%	0.787%
11/14/2023	Ancora Advisors LLC	32,482	$0.36M	0.0%	-7.6%	0.291%
11/14/2023	Alpine Global Management LLC	20,404	$0.22M	0.1%	N/A	0.183%
11/8/2023	Sowell Financial Services LLC	21,050	$0.23M	0.0%	N/A	0.188%
11/6/2023	RPO LLC	17,158	$0.19M	0.2%	N/A	0.153%
11/4/2023	NBC Securities Inc.	14,711	$0.16M	0.0%	N/A	0.132%
11/2/2023	Shaker Financial Services LLC	213,508	$2.33M	1.1%	-5.6%	1.910%
10/24/2023	Raymond James & Associates	29,943	$0.33M	0.0%	-34.5%	0.261%
10/18/2023	Epiq Partners LLC	159,060	$1.74M	1.3%	-6.7%	1.388%
8/11/2023	Almitas Capital LLC	27,258	$0.32M	0.1%	+21.9%	0.238%
8/7/2023	Wolverine Asset Management LLC	19,739	$0.22M	0.0%	-63.8%	0.172%
8/7/2023	Shaker Financial Services LLC	226,137	$2.54M	1.1%	+9.6%	1.973%
8/3/2023	Scotia Capital Inc.	82,309	$0.92M	0.0%	-2.3%	0.718%
7/25/2023	Raymond James & Associates	45,704	$0.51M	0.0%	+8.9%	0.399%
7/20/2023	Csenge Advisory Group	13,287	$0.15M	0.0%	-8.9%	0.116%
7/12/2023	Epiq Partners LLC	170,422	$1.91M	1.3%	-19.0%	1.487%
5/11/2023	Scotia Capital Inc.	84,288	$0.92M	0.0%	+1.5%	0.735%
5/11/2023	Meixler Investment Management Ltd.	11,599	$0.13M	0.1%	-14.7%	0.101%
5/10/2023	Landscape Capital Management L.L.C.	11,452	$0.13M	0.0%	N/A	0.100%
5/8/2023	Shaker Financial Services LLC	206,268	$2.26M	1.0%	+43.8%	1.800%
5/8/2023	Wolverine Asset Management LLC	54,600	$0.60M	0.0%	N/A	0.476%
5/8/2023	Live Oak Private Wealth LLC	14,853	$0.16M	0.0%	N/A	0.130%
4/12/2023	Epiq Partners LLC	210,426	$2.30M	1.6%	-35.1%	1.836%
2/9/2023	Scotia Capital Inc.	83,028	$0.95M	0.0%	-7.5%	0.724%
2/3/2023	Shaker Financial Services LLC	143,431	$1.64M	0.8%	+82.4%	1.252%
2/3/2023	U.S. Capital Wealth Advisors LLC	4,250	$48K	0.0%	N/A	0.037%
1/27/2023	Triad Investment Management	20,614	$0.24M	0.4%	+6.2%	0.180%
1/18/2023	Private Advisor Group LLC	14,462	$164.87M	0.0%	-43.9%	0.126%
1/6/2023	Epiq Partners LLC	324,336	$3.70M	2.5%	-2.9%	2.829%
11/15/2022	First Manhattan Co.	57,920	$0.64M	0.0%	+6.0%	0.681%
11/14/2022	Thomas J. Herzfeld Advisors Inc.	83,913	$0.93M	0.4%	-55.9%	0.987%
11/9/2022	Shaker Financial Services LLC	78,635	$0.87M	0.4%	N/A	0.925%
10/25/2022	Raymond James & Associates	33,733	$0.37M	0.0%	+8.3%	0.397%
10/18/2022	Triad Investment Management	19,414	$0.22M	0.4%	N/A	0.228%
10/4/2022	Csenge Advisory Group	10,556	$0.12M	0.0%	N/A	0.124%
8/10/2022	Thomas J. Herzfeld Advisors Inc.	190,145	$2.35M	1.0%	+266.9%	2.237%
8/5/2022	Scotia Capital Inc.	85,702	$1.06M	0.0%	+9.3%	1.008%
8/4/2022	Steward Partners Investment Advisory LLC	16,258	$0.20M	0.0%	-51.1%	0.191%
8/4/2022	Robinson Capital Management LLC	46,338	$0.59M	0.4%	N/A	0.545%
8/1/2022	Lindbrook Capital LLC	6,530	$81K	0.0%	+158.1%	0.077%
7/12/2022	Calton & Associates Inc.	20,542	$0.25M	0.1%	+6.7%	0.242%
7/7/2022	Epiq Partners LLC	333,873	$4.13M	2.5%	+1,397.2%	3.928%
5/16/2022	Rivernorth Capital Management LLC	773,184	$11.61M	0.4%	-28.1%	9.095%
5/9/2022	Scotia Capital Inc.	78,414	$1.18M	0.0%	-12.5%	0.922%
5/2/2022	Steward Partners Investment Advisory LLC	33,241	$0.50M	0.0%	+223.0%	0.391%
4/27/2022	Crewe Advisors LLC	6,970	$0.11M	0.0%	-16.7%	0.082%
4/27/2022	Epiq Partners LLC	22,300	$0.34M	0.2%	-94.6%	0.262%
4/26/2022	Calton & Associates Inc.	19,261	$0.29M	0.1%	-10.0%	0.227%
4/12/2022	Calton & Associates Inc.	19,261	$0.29M	0.1%	-10.0%	0.227%
3/10/2022	Meixler Investment Management Ltd.	21,652	$0.34M	0.3%	N/A	0.255%
2/18/2022	SkyView Investment Advisors LLC	20,770	$0.32M	0.1%	-58.3%	0.244%
2/16/2022	Winning Points Advisors LLC	27,336	$0.38M	0.3%	N/A	0.322%
2/14/2022	CSS LLC IL	289,929	$4.48M	0.2%	+1.2%	3.411%
2/10/2022	Private Advisor Group LLC	25,128	$0.39M	0.0%	-50.0%	0.296%
2/8/2022	Robinson Capital Management LLC	72,635	$1.12M	0.7%	-6.1%	0.854%
2/8/2022	Raymond James & Associates	33,230	$0.51M	0.0%	-33.8%	0.391%
2/7/2022	Shaker Financial Services LLC	10,457	$0.16M	0.1%	N/A	0.123%
1/25/2022	Epiq Partners LLC	411,179	$6.35M	3.4%	-6.8%	4.837%
11/16/2021	SkyView Investment Advisors LLC	49,802	$0.77M	0.2%	N/A	0.586%
11/15/2021	Ancora Advisors LLC	85,756	$1.32M	0.0%	+20.2%	1.009%
11/15/2021	Rivernorth Capital Management LLC	952,045	$14.63M	0.8%	N/A	11.199%
11/15/2021	Guggenheim Capital LLC	18,085	$0.28M	0.0%	N/A	0.213%
11/15/2021	CSS LLC IL	286,396	$4.40M	0.2%	+187.0%	3.369%
11/15/2021	First Manhattan Co.	47,010	$0.72M	0.0%	+189.3%	0.553%

Data available starting January 2016

See Full Table

Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.

Today's Range

Now: $14.95

$14.90

$15.17

50 Day Range

MA: $15.27

$14.85

$15.67

52 Week Range

Now: $14.95

$12.00

$15.87

Volume

54,728 shs

Average Volume

39,176 shs

Market Capitalization

$167.17 million

P/E Ratio

N/A

Dividend Yield

7.85%

Beta

1.04

Who are the company insiders with the largest holdings of Special Opportunities Fund?: Special Opportunities Fund's top insider shareholders include:
Phillip Goldstein (Chairman)
Andrew Dakos (President)
Learn More about top insider investors at Special Opportunities Fund.
Who are the major institutional investors of Special Opportunities Fund?: Special Opportunities Fund's top institutional investors include:
Shaker Financial Services LLC — 1.41%
Independent Advisor Alliance — 0.84%
Scotia Capital Inc. — 0.80%
Raymond James Financial Inc. — 0.28%
Raymond James Financial Inc. — 0.28%
Jefferies Financial Group Inc. — 0.27%
Learn More about top institutional investors of Special Opportunities Fund stock.
Which institutional investors are selling Special Opportunities Fund stock?: In the previous quarter, SPE stock was sold by these institutional investors:
NewEdge Advisors LLC
Ancora Advisors LLC
Which institutional investors are buying Special Opportunities Fund stock?: During the last quarter, SPE stock was bought by institutional investors including:
Independent Advisor Alliance
Shaker Financial Services LLC
Raymond James Financial Inc.
Raymond James Financial Inc.
Jefferies Financial Group Inc.
Jefferies Financial Group Inc.
CF Capital LLC
Oppenheimer & Co. Inc.