Warning: The Last Value Play Gone After August?
In this market...There's ONE STOCK (priced at just under $2) that could be $20 and STILL be a bargain. It brought in more income – including equity sales - in the last 12 months than Disney, Square or Tesla.

But a key announcement in August could send this stock rocketing skyward
Get the Details Now.

SPE Insider Trading (Special Opportunities Fund)

Insider Ownership Percentage: 22.38%
Insider Buying (Last 12 Months): $189,215.74
Insider Selling (Last 12 Months): $39,528.10

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: $13.07
Price Change: Price Decrease of -0.16 (-1.21%)
As of 05/20/2022 01:00 AM 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
Warning: The Last Value Play Gone After August?
In this market...There's ONE STOCK (priced at just under $2) that could be $20 and STILL be a bargain. It brought in more income – including equity sales - in the last 12 months than Disney, Square or Tesla.

But a key announcement in August could send this stock rocketing skyward
Get the Details Now.

Special Opportunities Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/6/2022Gerald HellermanDirectorBuy5,600$14.79$82,824.0043,584View SEC Filing Icon  
2/7/2022Phillip GoldsteinChairmanBuy2,000$14.76$29,520.00View SEC Filing Icon  
1/28/2022Gerald HellermanDirectorBuy600$14.51$8,706.00View SEC Filing Icon  
1/26/2022Gerald HellermanDirectorBuy1,070$14.65$15,675.50View SEC Filing Icon  
12/16/2021Phillip GoldsteinChairmanSell2,542$15.55$39,528.10View SEC Filing Icon  
9/20/2021Gerald HellermanDirectorBuy2,472$15.17$37,500.24View SEC Filing Icon  
7/19/2021Gerald HellermanDirectorBuy1,000$14.99$14,990.00View SEC Filing Icon  
10/28/2020Gerald HellermanDirectorBuy2,000$11.48$22,960.0035,684View SEC Filing Icon  
7/21/2020Phillip GoldsteinChairmanBuy5,000$11.85$59,250.00118,721View SEC Filing Icon  
7/15/2020Phillip GoldsteinChairmanBuy11,405$11.74$133,894.70113,721View SEC Filing Icon  
4/3/2020Gerald HellermanDirectorBuy1,000$9.49$9,490.0032,694View SEC Filing Icon  
3/9/2020Gerald HellermanInsiderBuy1,000$12.54$12,540.0032,115View SEC Filing Icon  
7/25/2019Gerald HellermanInsiderBuy2,700$13.98$37,746.0029,483View SEC Filing Icon  
5/23/2019Gerald HellermanInsiderBuy1,500$13.31$19,965.0026,992View SEC Filing Icon  
See Full Table
Warning: The Last Value Play Gone After August?
In this market...There's ONE STOCK (priced at just under $2) that could be $20 and STILL be a bargain. It brought in more income – including equity sales - in the last 12 months than Disney, Square or Tesla.

But a key announcement in August could send this stock rocketing skyward
Get the Details Now.

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

69.89% 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
5/17/2022SkyView Investment Advisors LLC5,154$77K0.0%-75.2%0.061%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada2,149$32K0.0%-34.5%0.025%Search for SEC Filing on Google Icon
5/16/2022Rivernorth Capital Management LLC773,184$11.61M0.4%-28.1%9.095%Search for SEC Filing on Google Icon
5/13/2022Ancora Advisors LLC126,823$1.86M0.1%+49.6%1.492%Search for SEC Filing on Google Icon
5/12/2022Bank of Montreal Can13,399$0.20M0.0%N/A0.158%Search for SEC Filing on Google Icon
5/9/2022Scotia Capital Inc.78,414$1.18M0.0%-12.5%0.922%Search for SEC Filing on Google Icon
5/2/2022Steward Partners Investment Advisory LLC33,241$0.50M0.0%+223.0%0.391%Search for SEC Filing on Google Icon
4/27/2022Crewe Advisors LLC6,970$0.11M0.0%-16.7%0.082%Search for SEC Filing on Google Icon
4/27/2022Epiq Partners LLC22,300$0.34M0.2%-94.6%0.262%Search for SEC Filing on Google Icon
4/26/2022Calton & Associates Inc.19,261$0.29M0.1%-10.0%0.227%Search for SEC Filing on Google Icon
4/12/2022Calton & Associates Inc.19,261$0.29M0.1%-10.0%0.227%Search for SEC Filing on Google Icon
3/10/2022Meixler Investment Management Ltd.21,652$0.34M0.3%N/A0.255%Search for SEC Filing on Google Icon
2/18/2022SkyView Investment Advisors LLC20,770$0.32M0.1%-58.3%0.244%Search for SEC Filing on Google Icon
2/16/2022Winning Points Advisors LLC27,336$0.38M0.3%N/A0.322%Search for SEC Filing on Google Icon
2/14/2022CSS LLC IL289,929$4.48M0.2%+1.2%3.411%Search for SEC Filing on Google Icon
2/10/2022Private Advisor Group LLC25,128$0.39M0.0%-50.0%0.296%Search for SEC Filing on Google Icon
2/8/2022Robinson Capital Management LLC72,635$1.12M0.7%-6.1%0.854%Search for SEC Filing on Google Icon
2/8/2022Raymond James & Associates33,230$0.51M0.0%-33.8%0.391%Search for SEC Filing on Google Icon
2/7/2022Shaker Financial Services LLC10,457$0.16M0.1%N/A0.123%Search for SEC Filing on Google Icon
1/25/2022Epiq Partners LLC411,179$6.35M3.4%-6.8%4.837%Search for SEC Filing on Google Icon
11/16/2021SkyView Investment Advisors LLC49,802$0.77M0.2%N/A0.586%Search for SEC Filing on Google Icon
11/16/2021UBS Group AG7,611$0.12M0.0%+13.8%0.090%Search for SEC Filing on Google Icon
11/15/2021Ancora Advisors LLC85,756$1.32M0.0%+20.2%1.009%Search for SEC Filing on Google Icon
11/15/2021Rivernorth Capital Management LLC952,045$14.63M0.8%N/A11.199%Search for SEC Filing on Google Icon
11/15/2021Guggenheim Capital LLC18,085$0.28M0.0%N/A0.213%Search for SEC Filing on Google Icon
11/15/2021Morgan Stanley46,205$0.71M0.0%+26.7%0.544%Search for SEC Filing on Google Icon
11/15/2021CSS LLC IL286,396$4.40M0.2%+187.0%3.369%Search for SEC Filing on Google Icon
11/15/2021First Manhattan Co.47,010$0.72M0.0%+189.3%0.553%Search for SEC Filing on Google Icon
11/12/2021Scotia Capital Inc.69,905$1.07M0.0%+1.5%0.822%Search for SEC Filing on Google Icon
11/10/2021Blue Bell Private Wealth Management LLC277,280$4.27M1.2%+18.3%3.262%Search for SEC Filing on Google Icon
11/9/2021Robinson Capital Management LLC77,385$1.19M1.1%-16.5%0.910%Search for SEC Filing on Google Icon
11/5/2021Calton & Associates Inc.22,025$0.34M0.1%+97.4%0.259%Search for SEC Filing on Google Icon
11/5/2021Advisor Group Holdings Inc.38,616$0.59M0.0%-22.4%0.454%Search for SEC Filing on Google Icon
11/2/2021Raymond James & Associates50,228$0.77M0.0%-3.5%0.591%Search for SEC Filing on Google Icon
11/1/2021U.S. Capital Wealth Advisors LLC11,925$0.18M0.0%N/A0.140%Search for SEC Filing on Google Icon
10/19/2021Epiq Partners LLC441,219$6.78M3.1%+33.2%5.190%Search for SEC Filing on Google Icon
10/14/2021Private Advisor Group LLC50,256$0.77M0.0%+245.9%0.591%Search for SEC Filing on Google Icon
8/23/2021Morgan Stanley36,466$0.55M0.0%+7.2%0.429%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN19,916$0.30M0.0%-24.5%0.234%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley36,466$0.55M0.0%+7.2%0.429%Search for SEC Filing on Google Icon
8/13/2021Steward Partners Investment Advisory LLC7,290$0.11M0.0%N/A0.086%Search for SEC Filing on Google Icon
8/13/2021Ancora Advisors LLC71,323$1.08M0.0%-43.8%0.839%Search for SEC Filing on Google Icon
8/13/2021Winmill & CO. Inc.2,000$30K0.0%+614.3%0.024%Search for SEC Filing on Google Icon
8/12/2021Private Advisor Group LLC14,528$0.22M0.0%N/A0.171%Search for SEC Filing on Google Icon
8/12/2021Advisory Services Network LLC4,757$72K0.0%N/A0.056%Search for SEC Filing on Google Icon
8/12/2021Scotia Capital Inc.68,874$1.05M0.0%+5.0%0.810%Search for SEC Filing on Google Icon
8/12/2021Relative Value Partners Group LLC3,572,795$54.20M4.2%+100.8%42.028%Search for SEC Filing on Google Icon
8/10/2021Dynamic Advisor Solutions LLC11,405$0.17M0.0%-39.5%0.134%Search for SEC Filing on Google Icon
8/10/2021Mid Atlantic Financial Management Inc. ADV16,800$0.26M0.0%+21.7%0.198%Search for SEC Filing on Google Icon
8/4/2021Shaker Financial Services LLC254,451$3.86M1.4%-27.2%2.994%Search for SEC Filing on Google Icon
8/3/2021Landscape Capital Management L.L.C.180,448$2.74M0.3%+112.0%2.123%Search for SEC Filing on Google Icon
8/2/2021Advisor Group Holdings Inc.49,743$0.76M0.0%-17.6%0.585%Search for SEC Filing on Google Icon
8/2/2021Epiq Partners LLC331,130$5.02M2.5%-2.0%3.895%Search for SEC Filing on Google Icon
7/28/2021Usca Ria LLC14,800$0.23M0.0%N/A0.174%Search for SEC Filing on Google Icon
7/27/2021Lindbrook Capital LLC2,500$38K0.0%N/A0.029%Search for SEC Filing on Google Icon
5/18/2021Rivernorth Capital Management LLC244,394$3.58M0.2%+1.8%2.875%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley34,022$0.50M0.0%+8.5%0.400%Search for SEC Filing on Google Icon
5/17/2021Saba Capital Management L.P.71,952$1.06M0.0%N/A0.846%Search for SEC Filing on Google Icon
5/17/2021CSS LLC IL197,550$2.90M0.1%+13.0%2.324%Search for SEC Filing on Google Icon
5/17/2021Wagner Wealth Management LLC2,440$36K0.0%N/A0.029%Search for SEC Filing on Google Icon
5/14/2021First Manhattan Co.16,250$0.24M0.0%+160.0%0.191%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC26,333$0.39M0.0%+618.7%0.310%Search for SEC Filing on Google Icon
5/13/2021Sit Investment Associates Inc.266,925$3.91M0.1%-41.4%3.140%Search for SEC Filing on Google Icon
5/12/2021Relative Value Partners Group LLC1,779,408$26.09M2.2%-4.1%20.932%Search for SEC Filing on Google Icon
5/11/2021Mid Atlantic Financial Management Inc. ADV13,800$0.20M0.0%N/A0.162%Search for SEC Filing on Google Icon
5/11/2021Landscape Capital Management L.L.C.85,111$1.25M0.2%+302.2%1.001%Search for SEC Filing on Google Icon
5/7/2021Sowell Financial Services LLC17,369$0.26M0.0%N/A0.204%Search for SEC Filing on Google Icon
5/3/2021Calton & Associates Inc.13,516$0.20M0.0%N/A0.159%Search for SEC Filing on Google Icon
4/16/2021Epiq Partners LLC337,855$4.95M2.8%+9.3%3.974%Search for SEC Filing on Google Icon
4/12/2021FNY Investment Advisers LLC6,787$99K0.0%+25.0%0.080%Search for SEC Filing on Google Icon
2/17/2021Wealth Dimensions Group Ltd.10,736$0.15M0.1%N/A0.126%Search for SEC Filing on Google Icon
2/13/2021Ancora Advisors LLC126,823$1.79M0.1%-0.8%1.492%Search for SEC Filing on Google Icon
2/11/2021Scotia Capital Inc.65,980$0.93M0.0%+7.7%0.776%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN31,748$0.45M0.0%-15.5%0.373%Search for SEC Filing on Google Icon
2/9/2021Landscape Capital Management L.L.C.21,160$0.30M0.0%N/A0.249%Search for SEC Filing on Google Icon
2/3/2021Shaker Financial Services LLC228,816$3.22M1.3%+43.6%2.692%Search for SEC Filing on Google Icon
2/3/2021Dynamic Advisor Solutions LLC18,836$0.27M0.0%-7.6%0.222%Search for SEC Filing on Google Icon
1/27/2021Crewe Advisors LLC6,970$98K0.0%N/A0.082%Search for SEC Filing on Google Icon
1/19/2021FNY Investment Advisers LLC5,429$76K0.0%N/A0.064%Search for SEC Filing on Google Icon
1/11/2021Epiq Partners LLC308,975$4.35M3.0%-19.6%3.635%Search for SEC Filing on Google Icon
10/27/2020Dynamic Advisor Solutions LLC20,386$0.25M0.0%-13.8%0.240%Search for SEC Filing on Google Icon
8/14/2020Ancora Advisors LLC128,843$1.45M0.1%-41.8%1.516%Search for SEC Filing on Google Icon
8/14/2020Advisor Group Holdings Inc.47,384$0.54M0.0%-67.8%0.557%Search for SEC Filing on Google Icon
8/13/2020Sit Investment Associates Inc.453,787$5.11M0.2%+0.9%5.338%Search for SEC Filing on Google Icon
8/11/2020Scotia Capital Inc.60,833$0.69M0.0%+4.7%0.716%Search for SEC Filing on Google Icon
8/6/2020Mid Atlantic Financial Management Inc. ADV16,100$0.18M0.0%+27.8%0.189%Search for SEC Filing on Google Icon
8/5/2020Dynamic Advisor Solutions LLC23,646$0.27M0.0%-17.4%0.278%Search for SEC Filing on Google Icon
5/18/2020Advisor Group Holdings Inc.147,037$0.34M0.0%N/A1.730%Search for SEC Filing on Google Icon
5/12/2020Private Advisor Group LLC54,328$0.52M0.0%+13.8%0.639%Search for SEC Filing on Google Icon
5/11/2020Mid Atlantic Financial Management Inc. ADV12,600$0.12M0.0%N/A0.148%Search for SEC Filing on Google Icon
5/7/2020Dynamic Advisor Solutions LLC28,626$0.27M0.0%+21.9%0.337%Search for SEC Filing on Google Icon
4/22/2020Lindbrook Capital LLC8,700$83K0.0%+42.6%0.102%Search for SEC Filing on Google Icon
2/20/2020Geode Capital Management LLC15,929$0.23M0.0%-58.0%0.187%Search for SEC Filing on Google Icon
2/17/2020Ladenburg Thalmann Financial Services Inc.36,690$0.54M0.0%+5.8%0.432%Search for SEC Filing on Google Icon
2/14/2020Ancora Advisors LLC78,216$1.15M0.1%-17.8%0.920%Search for SEC Filing on Google Icon
2/10/2020Private Advisor Group LLC47,728$0.70M0.0%-2.6%0.562%Search for SEC Filing on Google Icon
2/3/2020Winning Points Advisors LLC14,151$0.21M0.1%-47.7%0.166%Search for SEC Filing on Google Icon
1/27/2020Lindbrook Capital LLC6,100$90K0.0%+45.2%0.072%Search for SEC Filing on Google Icon
11/27/2019Ancora Advisors LLC95,176$1.36M0.1%-6.3%1.120%Search for SEC Filing on Google Icon
8/17/2019Ladenburg Thalmann Financial Services Inc.31,599$0.44M0.0%+3.4%0.372%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $13.07
Low: $13.03
High: $13.26

50 Day Range

MA: $14.22
Low: $13.07
High: $15.05

52 Week Range

Now: $13.07
Low: $13.03
High: $16.27

Volume

23,349 shs

Average Volume

31,551 shs

Market Capitalization

$111.10 million

P/E Ratio

N/A

Dividend Yield

14.22%

Beta

1.04

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

Special Opportunities Fund's top insider shareholders include:
  1. Phillip Goldstein (Chairman)
  2. Gerald Hellerman (Director)
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. Rivernorth Capital Management LLC — 9.10%
  2. Ancora Advisors LLC — 1.49%
  3. Scotia Capital Inc. — 0.92%
  4. Steward Partners Investment Advisory LLC — 0.39%
  5. Epiq Partners LLC — 0.26%
  6. Calton & Associates Inc. — 0.23%
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. Epiq Partners LLC
  2. Rivernorth Capital Management LLC
  3. SkyView Investment Advisors LLC
  4. Scotia Capital Inc.
  5. Calton & Associates Inc.
  6. Calton & Associates Inc.
  7. Crewe Advisors LLC
  8. Royal Bank of Canada

Which institutional investors are buying Special Opportunities Fund stock?

During the last quarter, SPE stock was bought by institutional investors including:
  1. Ancora Advisors LLC
  2. Steward Partners Investment Advisory LLC
  3. Bank of Montreal Can
In the previous year, these company insiders have bought Special Opportunities Fund stock:
  1. Phillip Goldstein (Chairman)
  2. Gerald Hellerman (Director)
Learn More investors buying Special Opportunities Fund stock.
Warning: The Last Value Play Gone After August?
In this market...There's ONE STOCK (priced at just under $2) that could be $20 and STILL be a bargain. It brought in more income – including equity sales - in the last 12 months than Disney, Square or Tesla.

But a key announcement in August could send this stock rocketing skyward
Get the Details Now.