Companies / SPECIAL OPPORTUNITIES FUND, INC. / Institutional holders
Back to SPECIAL OPPORTUNITIES FUND, INC.

Special Opportunities Fund, Inc.

Institutional holders · 13F as of Mar 31, 2026

46 holders

HolderValueShares% of shares
Indiana Trust & Investment Management Co$35826—
CVA Family Office, LLC$52539—
HIGHLINE WEALTH PARTNERS LLC$2.9K200—
EASTERN BANK$10.3K750—
Sound Income Strategies, LLC$10.5K692—
Rockefeller Capital Management L.P.$13.1K890—
Kestra Advisory Services, LLC$22.0K1,495—
Royal Bank of Canada$31.0K2,250—
NewEdge Advisors, LLC$31.8K2,162—
WINMILL & CO. INC$34.3K2,200—
Global Retirement Partners, LLC$49.7K3,383—
MAI Capital Management$73.9K5,372—
Keating Financial Advisory Services, Inc.$78.0K5,308—
HighTower Advisors, LLC$155.7K10,598—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$196.4K13,367—
NWF Advisory Services Inc.$199.8K13,600—
PATRON PARTNERS, LLC$203.1K13,825—
Live Oak Private Wealth LLC$218.2K14,853—
TrueMark Investments, LLC$219.1K14,915—
COMMONWEALTH EQUITY SERVICES, LLC$233.3K15,885—
HARBOUR INVESTMENTS, INC.$239.2K16,284—
Sowell Financial Services LLC$255.2K17,369—
Ancora Advisors LLC$271.3K18,470—
OSAIC HOLDINGS, INC.$271.7K18,295—
GUGGENHEIM CAPITAL LLC$285.9K20,778—
NBC SECURITIES, INC.$290.4K19,770—
OPPENHEIMER & CO INC$305.1K20,766—
ENVESTNET ASSET MANAGEMENT INC$363.4K24,735—
RAYMOND JAMES FINANCIAL INC$486.5K33,121—
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$521.9K21,113—
Cetera Investment Advisers$558.2K38,001—
FIRST MANHATTAN CO. LLC.$620.4K40,010—
WELLS FARGO & COMPANY/MN$652.4K31,209—
UBS Group AG$739.5K31,916—
Beverly Hills Private Wealth, LLC$795.3K31,926—
Morgan Stanley$1.09M74,027—
Wolverine Asset Management, LLC$1.31M95,283—
Advisors Asset Management, Inc.$1.48M107,254—
SCOTIA CAPITAL INC.$1.51M110,043—
RIVERNORTH CAPITAL MANAGEMENT, LLC$1.52M103,488—
Shaker Financial Services, LLC$3.95M250,579—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$4.13M297,681—
GatePass Capital, LLC$5.23M264,900—
CSS LLC/IL$10.19M463,735—
SEVEN MILE ADVISORY$11.02M489,610—
Focus Partners Wealth$47.81M2,470,768—
← PrevPage 1 of 1Next →