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SPE Insider Trading

Insider Ownership Percentage: 1.13%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Special Opportunities Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Special Opportunities Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Special Opportunities Fund Share Price & Price History

Current Price: $15.37
Price Change: +0.30 (1.20%)
As of 12/4/2025 04:59 PM ET

This chart shows the closing price history over time for SPE up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Special Opportunities Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/20/2024Andrew DakosPresidentSell377$13.74$5,179.984,880View SEC Filing Icon  
4/5/2023Phillip GoldsteinChairmanBuy2,400$10.85$26,040.0026,459View SEC Filing Icon  
3/29/2023Phillip GoldsteinChairmanBuy675$10.74$7,249.5022,491View SEC Filing Icon  
2/3/2023Phillip GoldsteinChairmanBuy2,000$11.85$23,700.0021,816View SEC Filing Icon  
1/30/2023Phillip GoldsteinChairmanBuy2,000$11.63$23,260.0019,816View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at SPE by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Special Opportunities Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2025Ancora Advisors LLC18,470$0.29M0.0%-14.3%0.174%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.28,355$0.44M0.0%-9.1%0.267%Search for SEC Filing on Google Icon
11/14/2025Scotia Capital Inc.107,016$1.66M0.0%+1.2%1.008%Search for SEC Filing on Google Icon
11/10/2025MAI Capital Management5,203$81K0.0%+38.6%0.049%Search for SEC Filing on Google Icon
11/6/2025Advisors Asset Management Inc.112,397$1.74M0.0%-1.6%1.058%Search for SEC Filing on Google Icon
11/6/2025Oppenheimer & Co. Inc.22,266$0.35M0.0%-13.6%0.210%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.21,677$0.34M0.0%-17.2%0.204%Search for SEC Filing on Google Icon
10/30/2025TrueMark Investments LLC14,552$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/28/2025Wolverine Asset Management LLC7,252$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/22/2025Shaker Financial Services LLC354,678$5.50M1.9%+33.0%0.000%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.31,197$0.48M0.0%+7.2%0.279%Search for SEC Filing on Google Icon
8/13/2025Scotia Capital Inc.105,746$1.64M0.0%+6.6%0.946%Search for SEC Filing on Google Icon
8/12/2025Advisors Asset Management Inc.114,199$1.77M0.0%+2.0%1.021%Search for SEC Filing on Google Icon
8/8/2025Cetera Investment Advisers23,341$0.36M0.0%+19.5%0.209%Search for SEC Filing on Google Icon
8/5/2025Shaker Financial Services LLC266,728$4.13M1.5%+246.0%2.386%Search for SEC Filing on Google Icon
8/1/2025Envestnet Asset Management Inc.26,167$0.41M0.0%+8.1%0.234%Search for SEC Filing on Google Icon
5/16/2025K2 Principal Fund L.P.11,878$0.18M0.0%+18.8%0.106%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.111,905$1.68M0.0%N/A1.001%Search for SEC Filing on Google Icon
5/16/2025Ancora Advisors LLC18,560$0.28M0.0%-25.4%0.166%Search for SEC Filing on Google Icon
5/15/2025First Manhattan CO. LLC.31,510$0.47M0.0%+3.3%0.282%Search for SEC Filing on Google Icon
5/9/2025Shaker Financial Services LLC77,098$1.16M0.4%-51.1%0.689%Search for SEC Filing on Google Icon
5/9/2025Scotia Capital Inc.99,215$1.49M0.0%+10.7%0.887%Search for SEC Filing on Google Icon
5/6/2025Cetera Investment Advisers19,530$0.29M0.0%N/A0.175%Search for SEC Filing on Google Icon
4/29/2025Envestnet Asset Management Inc.24,197$0.36M0.0%N/A0.216%Search for SEC Filing on Google Icon
4/23/2025Oppenheimer & Co. Inc.24,766$0.37M0.0%+8.8%0.221%Search for SEC Filing on Google Icon
4/9/2025NBC Securities Inc.15,965$0.24M0.0%+106,333.3%0.143%Search for SEC Filing on Google Icon
2/27/2025Jefferies Financial Group Inc.30,010$0.44M0.0%N/A0.268%Search for SEC Filing on Google Icon
2/17/2025Jefferies Financial Group Inc.30,010$0.44M0.0%N/A0.268%Search for SEC Filing on Google Icon
2/17/2025K2 Principal Fund L.P.10,000$0.15M0.0%N/A0.089%Search for SEC Filing on Google Icon
2/17/2025CF Capital LLC27,500$0.40M0.4%N/A0.246%Search for SEC Filing on Google Icon
2/17/2025Ancora Advisors LLC24,892$0.36M0.0%-15.6%0.223%Search for SEC Filing on Google Icon
2/14/2025Quarry LP3,023$44K0.0%N/A0.027%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC157,812$2.31M0.9%+148.0%1.412%Search for SEC Filing on Google Icon
2/13/2025NewEdge Advisors LLC2,162$32K0.0%-85.9%0.019%Search for SEC Filing on Google Icon
2/13/2025Scotia Capital Inc.89,632$1.31M0.0%+6.1%0.802%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.30,984$0.45M0.0%N/A0.277%Search for SEC Filing on Google Icon
2/7/2025Independent Advisor Alliance94,349$1.38M0.0%N/A0.844%Search for SEC Filing on Google Icon
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,542$0.23M0.0%+41.7%0.139%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.30,984$0.45M0.0%N/A0.277%Search for SEC Filing on Google Icon
2/5/2025Oppenheimer & Co. Inc.22,766$0.33M0.0%N/A0.204%Search for SEC Filing on Google Icon
1/31/2025Global Retirement Partners LLC3,103$45K0.0%N/A0.028%Search for SEC Filing on Google Icon
1/31/2025Truist Financial Corp22,439$0.33M0.0%N/A0.201%Search for SEC Filing on Google Icon
1/24/2025Absolute Investment Advisers LLC10,504$0.15M0.0%N/A0.094%Search for SEC Filing on Google Icon
1/16/2025Aspiriant LLC13,246$0.19M0.0%N/A0.118%Search for SEC Filing on Google Icon
12/3/2024Rivernorth Capital Management LLC310,363$4.32M0.2%-4.3%2.776%Search for SEC Filing on Google Icon
11/15/2024Rivernorth Capital Management LLC310,363$4.32M0.2%-4.3%2.776%Search for SEC Filing on Google Icon
11/9/2024Landscape Capital Management L.L.C.14,755$0.21M0.0%+22.6%0.132%Search for SEC Filing on Google Icon
10/31/2024Shaker Financial Services LLC63,636$0.89M0.3%+8.0%0.569%Search for SEC Filing on Google Icon
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,972$0.15M0.0%N/A0.098%Search for SEC Filing on Google Icon
8/16/2024SkyView Investment Advisors LLC29,923$0.39M0.1%-7.9%0.268%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC58,923$0.77M0.3%-42.7%0.527%Search for SEC Filing on Google Icon
7/10/2024Epiq Partners LLC87,134$1.14M0.8%-27.0%0.779%Search for SEC Filing on Google Icon
5/3/2024Patron Partners LLC13,825$0.18M0.1%N/A0.124%Search for SEC Filing on Google Icon
4/15/2024Epiq Partners LLC119,435$1.51M1.0%-15.4%1.068%Search for SEC Filing on Google Icon
4/5/2024NBC Securities Inc.15,478$0.20M0.0%+6.4%0.138%Search for SEC Filing on Google Icon
2/12/2024Scotia Capital Inc.91,266$1.08M0.0%+3.7%0.816%Search for SEC Filing on Google Icon
2/8/2024Matisse Capital22,786$0.27M0.1%N/A0.204%Search for SEC Filing on Google Icon
2/7/2024Shaker Financial Services LLC197,348$2.34M1.0%-7.6%1.765%Search for SEC Filing on Google Icon
1/24/2024Sowell Financial Services LLC18,427$0.22M0.0%-12.5%0.165%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates24,344$0.29M0.0%-18.7%0.218%Search for SEC Filing on Google Icon
1/11/2024Epiq Partners LLC141,195$1.68M1.2%-11.2%1.263%Search for SEC Filing on Google Icon
11/21/2023Almitas Capital LLC23,058$0.25M0.1%-15.4%0.206%Search for SEC Filing on Google Icon
11/15/2023Scotia Capital Inc.88,007$0.96M0.0%+6.9%0.787%Search for SEC Filing on Google Icon
11/14/2023Ancora Advisors LLC32,482$0.36M0.0%-7.6%0.291%Search for SEC Filing on Google Icon
11/14/2023Alpine Global Management LLC20,404$0.22M0.1%N/A0.183%Search for SEC Filing on Google Icon
11/8/2023Sowell Financial Services LLC21,050$0.23M0.0%N/A0.188%Search for SEC Filing on Google Icon
11/6/2023RPO LLC17,158$0.19M0.2%N/A0.153%Search for SEC Filing on Google Icon
11/4/2023NBC Securities Inc.14,711$0.16M0.0%N/A0.132%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC213,508$2.33M1.1%-5.6%1.910%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates29,943$0.33M0.0%-34.5%0.261%Search for SEC Filing on Google Icon
10/18/2023Epiq Partners LLC159,060$1.74M1.3%-6.7%1.388%Search for SEC Filing on Google Icon
8/11/2023Almitas Capital LLC27,258$0.32M0.1%+21.9%0.238%Search for SEC Filing on Google Icon
8/7/2023Wolverine Asset Management LLC19,739$0.22M0.0%-63.8%0.172%Search for SEC Filing on Google Icon
8/7/2023Shaker Financial Services LLC226,137$2.54M1.1%+9.6%1.973%Search for SEC Filing on Google Icon
8/3/2023Scotia Capital Inc.82,309$0.92M0.0%-2.3%0.718%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates45,704$0.51M0.0%+8.9%0.399%Search for SEC Filing on Google Icon
7/20/2023Csenge Advisory Group13,287$0.15M0.0%-8.9%0.116%Search for SEC Filing on Google Icon
7/12/2023Epiq Partners LLC170,422$1.91M1.3%-19.0%1.487%Search for SEC Filing on Google Icon
5/11/2023Scotia Capital Inc.84,288$0.92M0.0%+1.5%0.735%Search for SEC Filing on Google Icon
5/11/2023Meixler Investment Management Ltd.11,599$0.13M0.1%-14.7%0.101%Search for SEC Filing on Google Icon
5/10/2023Landscape Capital Management L.L.C.11,452$0.13M0.0%N/A0.100%Search for SEC Filing on Google Icon
5/8/2023Shaker Financial Services LLC206,268$2.26M1.0%+43.8%1.800%Search for SEC Filing on Google Icon
5/8/2023Wolverine Asset Management LLC54,600$0.60M0.0%N/A0.476%Search for SEC Filing on Google Icon
5/8/2023Live Oak Private Wealth LLC14,853$0.16M0.0%N/A0.130%Search for SEC Filing on Google Icon
4/12/2023Epiq Partners LLC210,426$2.30M1.6%-35.1%1.836%Search for SEC Filing on Google Icon
2/9/2023Scotia Capital Inc.83,028$0.95M0.0%-7.5%0.724%Search for SEC Filing on Google Icon
2/3/2023Shaker Financial Services LLC143,431$1.64M0.8%+82.4%1.252%Search for SEC Filing on Google Icon
2/3/2023U.S. Capital Wealth Advisors LLC4,250$48K0.0%N/A0.037%Search for SEC Filing on Google Icon
1/27/2023Triad Investment Management20,614$0.24M0.4%+6.2%0.180%Search for SEC Filing on Google Icon
1/18/2023Private Advisor Group LLC14,462$164.87M0.0%-43.9%0.126%Search for SEC Filing on Google Icon
1/6/2023Epiq Partners LLC324,336$3.70M2.5%-2.9%2.829%Search for SEC Filing on Google Icon
11/15/2022First Manhattan Co.57,920$0.64M0.0%+6.0%0.681%Search for SEC Filing on Google Icon
11/14/2022Thomas J. Herzfeld Advisors Inc.83,913$0.93M0.4%-55.9%0.987%Search for SEC Filing on Google Icon
11/9/2022Shaker Financial Services LLC78,635$0.87M0.4%N/A0.925%Search for SEC Filing on Google Icon
10/25/2022Raymond James & Associates33,733$0.37M0.0%+8.3%0.397%Search for SEC Filing on Google Icon
10/18/2022Triad Investment Management19,414$0.22M0.4%N/A0.228%Search for SEC Filing on Google Icon
10/4/2022Csenge Advisory Group10,556$0.12M0.0%N/A0.124%Search for SEC Filing on Google Icon
8/10/2022Thomas J. Herzfeld Advisors Inc.190,145$2.35M1.0%+266.9%2.237%Search for SEC Filing on Google Icon
8/5/2022Scotia Capital Inc.85,702$1.06M0.0%+9.3%1.008%Search for SEC Filing on Google Icon
8/4/2022Steward Partners Investment Advisory LLC16,258$0.20M0.0%-51.1%0.191%Search for SEC Filing on Google Icon
Data available starting January 2016

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Special Opportunities Fund logo
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.
Read More on Special Opportunities Fund

Today's Range

Now: $15.37
Low: $15.18
High: $15.49

50 Day Range

MA: $15.31
Low: $14.92
High: $15.59

52 Week Range

Now: $15.37
Low: $12.72
High: $15.98

Volume

24,959 shs

Average Volume

25,241 shs

Market Capitalization

$163.23 million

P/E Ratio

N/A

Dividend Yield

8.48%

Beta

0.78

Who are the company insiders with the largest holdings of Special Opportunities Fund?

Special Opportunities Fund's top insider shareholders include:
  1. 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:
  1. Shaker Financial Services LLC — 0.00%
  2. Advisors Asset Management Inc. — 1.06%
  3. Scotia Capital Inc. — 1.01%
  4. Raymond James Financial Inc. — 0.27%
  5. Oppenheimer & Co. Inc. — 0.21%
  6. Envestnet Asset Management Inc. — 0.20%
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:
  1. Envestnet Asset Management Inc.
  2. Oppenheimer & Co. Inc.
  3. Ancora Advisors LLC
  4. Raymond James Financial Inc.
  5. Advisors Asset Management Inc.

Which institutional investors are buying Special Opportunities Fund stock?

During the last quarter, SPE stock was bought by institutional investors including:
  1. Shaker Financial Services LLC
  2. TrueMark Investments LLC
  3. Wolverine Asset Management LLC
  4. MAI Capital Management
  5. Scotia Capital Inc.