SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE)

Q: What does CUSIP 84741T104 represent in this 13F holders report?

CUSIP 84741T104 is the security identifier for SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share used to aggregate holder disclosures.

Q: How many institutions held SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share in Q2 2023?

35 institutional investors reported SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share for Q2 2023. Use the holders table for investor-level position and value details.

CUSIP: 84741T104

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Common Stock, par value $0.001 per share
Shares outstanding: 10,626,898
Total 13F shares: 3,732,779
Share change: -59,777
Total reported value: $41,900,917
Price per share: $11.22
Number of holders: 35
Value change: -$659,542
Number of buys: 12
Number of sells: 14

Quarterly Holders Quick Answers

What is CUSIP 84741T104?
CUSIP 84741T104 identifies SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share in SEC institutional holdings data.

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Explore More Reporting Periods

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Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 84741T104:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Relative Value Partners Group, LLC	13F	Company	16%	1,709,837	$18,705,619	—	31 Mar 2023	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	3.3%	349,552	$3,824,099	—	31 Mar 2023	13F
CSS LLC/IL	13F	Company	2.5%	269,601	$2,949,435	—	31 Mar 2023	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	2.4%	252,086	$2,757,821	—	31 Mar 2023	13F
EPIQ PARTNERS, LLC	13F	Company	2%	210,426	$2,302,060	—	31 Mar 2023	13F
Shaker Financial Services, LLC	13F	Company	1.9%	206,268	$2,256,572	—	31 Mar 2023	13F
MORGAN STANLEY	13F	Company	1.3%	137,833	$1,507,893	—	31 Mar 2023	13F
SCOTIA CAPITAL INC.	13F	Company	0.79%	84,288	$922,115	—	31 Mar 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	0.7%	74,543	$815,505	—	31 Mar 2023	13F
FIRST MANHATTAN CO. LLC.	13F	Company	0.59%	62,720	$686,156	—	31 Mar 2023	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	0.51%	54,600	$597,324	—	31 Mar 2023	13F
Gerald Hellerman	3/4/5	Director	— class O/S missing	43,584	$513,420	—	05 Apr 2022	3/4/5
ROBINSON CAPITAL MANAGEMENT, LLC	13F	Company	0.4%	42,338	$463,813	—	31 Mar 2023	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.39%	41,973	$459,185	—	31 Mar 2023	13F
Ancora Advisors LLC	13F	Company	0.37%	39,726	$434,603	—	31 Mar 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.24%	25,005	$273,560	—	31 Mar 2023	13F
Triad Investment Management	13F	Company	0.23%	24,730	$270,546	—	31 Mar 2023	13F
Almitas Capital LLC	13F	Company	0.21%	22,361	$244,629	—	31 Mar 2023	13F
NWF Advisory Services Inc.	13F	Company	0.17%	18,000	$201,960	—	31 Mar 2023	13F
SkyView Investment Advisors, LLC	13F	Company	0.16%	17,490	$191,000	—	31 Mar 2023	13F
Sowell Financial Services LLC	13F	Company	0.16%	17,369	$190,000	—	31 Mar 2023	13F
NewEdge Advisors, LLC	13F	Company	0.16%	16,600	$180,110	—	31 Mar 2023	13F
Ben H. Harris	3/4/5	Director	— class O/S missing	14,075	$165,804	—	11 May 2021	3/4/5
Live Oak Private Wealth LLC	13F	Company	0.14%	14,853	$162,492	—	31 Mar 2023	13F
Csenge Advisory Group	13F	Company	0.14%	14,591	$159,627	—	31 Mar 2023	13F
HARBOUR INVESTMENTS, INC.	13F	Company	0.14%	14,509	$158,725	—	31 Mar 2023	13F
Private Advisor Group, LLC	13F	Company	0.14%	14,462	$158,214	—	31 Mar 2023	13F
Marc Lunder	3/4/5	Director	— mixed-class rows	10,459 mixed-class rows	$134,127	—	27 Jan 2022	3/4/5
Meixler Investment Management, Ltd.	13F	Company	0.11%	11,599	$126,893	—	31 Mar 2023	13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13F	Company	0.11%	11,452	$125,285	—	31 Mar 2023	13F
Dynamic Advisor Solutions LLC	13F	Company	0.1%	10,685	$116,894	—	31 Mar 2023	13F
Crewe Advisors LLC	13F	Company	0.07%	6,970	$76,252	—	31 Mar 2023	13F
UBS Group AG	13F	Company	0.06%	6,233	$68,189	—	31 Mar 2023	13F
Advisory Services Network, LLC	13F	Company	0.04%	4,280	$46,823	—	31 Mar 2023	13F
Rajeev P. Das	3/4/5	Vice President	— class O/S missing	2,583	$30,428	—	05 Apr 2022	3/4/5
ROYAL BANK OF CANADA	13F	Company	0.02%	2,370	$26,000	—	31 Mar 2023	13F
WINMILL & CO. INC	13F	Company	0.02%	2,000	$21,880	—	31 Mar 2023	13F
Lindbrook Capital, LLC	13F	Company	0.01%	1,001	$10,951	—	31 Mar 2023	13F
CWM, LLC	13F	Company	0%	175	$2,000	—	31 Mar 2023	13F
CVA Family Office, LLC	13F	Company	0%	30	$328	—	31 Mar 2023	13F

Institutional Holders of SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) as of Q2 2023

As of 30 Jun 2023, SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,732,779 shares. The largest 10 holders included Relative Value Partners Group, LLC, RIVERNORTH CAPITAL MANAGEMENT, LLC, CSS LLC/IL, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, Shaker Financial Services, LLC, EPIQ PARTNERS, LLC, MORGAN STANLEY, SCOTIA CAPITAL INC., OSAIC HOLDINGS, INC., and RAYMOND JAMES & ASSOCIATES. This page lists 35 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

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Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.