Special Opportunities Fund (SPE)

Largest owners	Shares	Value	Change
Blue Bell Private Wealth Management	269.56 k	$3.75 bn	+4.0%
Scotia Capital	84.49 k	$1.18 bn	-4.4%
Epiq Partners	67.43 k	$937.90 mm	-22.6%
Shaker Financial Services	63.64 k	$885.18 mm	+8.0%
Raymond James & Associates	28.93 k	$402.40 mm	-4.1%
Alpine Global Management	25.00 k	$347.75 mm	+16.7%
Matisse Capital	22.79 k	$316.95 mm	0.0%
Advisor	19.50 k	$271.25 mm	-10.8%
Sowell Financial Services	17.37 k	$242.00 mm	0.0%
Private Advisor	16.46 k	$228.99 mm	0.0%

Largest transactions	Shares	Bought/sold	Change
Rivernorth Capital Management	0.00	-324.21 k	EXIT
CSS	0.00	-258.38 k	EXIT
MS Morgan Stanley	0.00	-132.87 k	EXIT
First Manhattan	0.00	-30.50 k	EXIT
SkyView Investment Advisors	0.00	-29.92 k	EXIT
Ancora Advisors	0.00	-29.48 k	EXIT
Epiq Partners	67.43 k	-19.71 k	-22.6%
Brighton Jones	0.00	-13.25 k	EXIT
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	10.97 k	+10.97 k	NEW
Atlas Wealth	0.00	-10.37 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SPE insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
15 Oct 24	Goldstein Phillip	2.75% Convertible Preferred Stock, Series C Common Stock	Sell	Dispose S	No	No	23.5	618	14.52 k	3,120
20 Sep 24	Andrew Dakos	Common Stock	Sell	Dispose S	Yes	No	13.741	377	5.18 k	4,880
29 Dec 23	Charles C Walden	2.75% Convertible Preferred Stock, Series C Common Stock	Buy	Acquire P	No	No	22.7	10	227.00	3,010
29 Dec 23	Goldstein Phillip	2.75% Convertible Preferred Stock, Series C Common Stock	Sell	Dispose S	No	No	22.9	3,008	68.88 k	3,738
28 Dec 23	Charles C Walden	2.75% Convertible Preferred Stock, Series C Common Stock	Buy	Acquire P	No	No	22.85	1,000	22.85 k	3,000
28 Dec 23	Goldstein Phillip	Common Stock	Buy	Acquire P	No	No	11.78	1,319	15.54 k	31,822
28 Dec 23	Goldstein Phillip	Common Stock	Buy	Acquire P	No	No	11.75	44	517.00	30,503
28 Dec 23	Goldstein Phillip	2.75% Convertible Preferred Stock, Series C Common Stock	Sell	Dispose S	No	No	22.85	2,623	59.94 k	6,746

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Press releases

From Benzinga Pro

Special Opportunities Fund Declares Distributions For First Quarter of 2025

6 Jan 25

Special Opportunities Fund, Inc. (NYSE:SPE) (the "Fund") today announced that the Fund's Board of Directors (the "Board") has declared the next three monthly distributions under the Fund's managed distribution

Special Opportunities Fund, Inc. Dividend Declaration

12 Dec 24

Special Opportunities Fund, Inc. (NYSE:SPE) (the "Fund") today announced that the Fund's Board of Directors has declared a cash dividend of $0.171875 per share on the Fund's 2.75% Convertible Preferred Stock, Series C.