Triad Investment Management - SPECIAL OPPORTUNITIES FD INC ownership

SPECIAL OPPORTUNITIES FD INC's ticker is SPE and the CUSIP is 84741T104. A total of 36 filers reported holding SPECIAL OPPORTUNITIES FD INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Triad Investment Management ownership history of SPECIAL OPPORTUNITIES FD INC
ValueSharesWeighting
Q3 2023$271,359
-0.6%
24,827
+2.1%
0.40%
+4.2%
Q2 2023$272,949
+0.9%
24,327
-1.6%
0.38%
-3.3%
Q1 2023$270,546
+15.1%
24,730
+20.0%
0.39%
+6.8%
Q4 2022$235,000
+9.3%
20,614
+6.2%
0.37%
-1.3%
Q3 2022$215,00019,4140.37%
Other shareholders
SPECIAL OPPORTUNITIES FD INC shareholders Q1 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 446,144$6,701,0003.30%
Relative Value Partners Group, LLC 1,887,588$28,352,0003.13%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 230,191$3,457,0001.57%
Winning Points Advisors, LLC 112,968$1,698,0000.68%
Thomas J. Herzfeld Advisors, Inc. 55,202$829,0000.30%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 49,935$750,0000.24%
SIT INVESTMENT ASSOCIATES INC 567,125$8,518,0000.22%
Ancora Advisors LLC 258,851$3,888,0000.17%
CSS LLC/IL 197,342$2,964,0000.14%
RIVERNORTH CAPITAL MANAGEMENT, LLC 69,821$1,049,0000.08%
View complete list of SPECIAL OPPORTUNITIES FD INC shareholders