SPE Insider Trading

Insider Ownership Percentage: 49.30%
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: $12.35
Price Change: Price Decrease of -0.05 (-0.40%)
As of 04/25/2024 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

Special Opportunities Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
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  
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
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
8/4/2022Robinson Capital Management LLC46,338$0.59M0.4%N/A0.545%Search for SEC Filing on Google Icon
8/1/2022Lindbrook Capital LLC6,530$81K0.0%+158.1%0.077%Search for SEC Filing on Google Icon
7/12/2022Calton & Associates Inc.20,542$0.25M0.1%+6.7%0.242%Search for SEC Filing on Google Icon
7/7/2022Epiq Partners LLC333,873$4.13M2.5%+1,397.2%3.928%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
5/9/2022Scotia 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
11/15/2021Ancora 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
11/15/2021CSS 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
8/13/2021Steward 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
5/17/2021Saba 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
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: $12.35
Low: $12.35
High: $12.47

50 Day Range

MA: $12.40
Low: $12.10
High: $12.69

52 Week Range

Now: $12.35
Low: $10.26
High: $12.73

Volume

24,252 shs

Average Volume

26,158 shs

Market Capitalization

$138.07 million

P/E Ratio

N/A

Dividend Yield

8.67%

Beta

1.01

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)
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. Epiq Partners LLC — 1.07%
  2. NBC Securities Inc. — 0.14%
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

Which institutional investors are buying Special Opportunities Fund stock?

During the last quarter, SPE stock was bought by institutional investors including:
  1. NBC Securities Inc.