SPE

SPECIAL OPPORTUNITIES FUND, INC.

NYSE

Total Trades

Buys

Sells

Largest Trade

$50K–$100K

Insiders

Institutional Funds

Inst. Value

$1M+

Activist Filings

Insider Trades

Insider	Title	Type	Value	Shares	Price	Date
Dakos Andrew	President	SELL	$50K–$100K	4K	$14.66	Dec 31, 2025
GOLDSTEIN PHILLIP	Chairman and Secre…	BUY	$15K–$50K	3K	$13.80	Apr 8, 2025
Dakos Andrew	President	SELL	$1K–$15K	377	$13.74	Sep 23, 2024
GOLDSTEIN PHILLIP	Chairman and Secre…	BUY	$15K–$50K	1K	$11.78	Jan 2, 2024
GOLDSTEIN PHILLIP	Chairman and Secre…	BUY	$50K–$100K	7K	$10.85	Apr 7, 2023
GOLDSTEIN PHILLIP	Chairman and Secre…	BUY	$15K–$50K	2K	$10.82	Mar 31, 2023
GOLDSTEIN PHILLIP	Chairman and Secre…	BUY	$15K–$50K	2K	$11.85	Feb 7, 2023
GOLDSTEIN PHILLIP	Chairman and Secre…	BUY	$15K–$50K	2K	$11.63	Feb 1, 2023
HELLERMAN GERALD	Director	BUY	$50K–$100K	6K	$14.79	Apr 7, 2022
GOLDSTEIN PHILLIP	Chairman and Secre…	BUY	$15K–$50K	2K	$14.76	Feb 9, 2022
HELLERMAN GERALD	Director	BUY	$15K–$50K	2K	$14.60	Jan 28, 2022

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13F filings as of Dec 31, 2025 · 38 funds holding

Fund	Shares	Value	Type
Focus Partners Wealth	1.3M	$1M+	SH
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	279K	$1M+	SH
Shaker Financial Services, LLC	251K	$1M+	SH
GatePass Capital, LLC	132K	$1M+	SH
Advisors Asset Management, Inc.	113K	$1M+	SH
SEVEN MILE ADVISORY	108K	$1M+	SH
SCOTIA CAPITAL INC.	108K	$1M+	SH
RIVERNORTH CAPITAL MANAGEMENT, LLC	103K	$1M+	SH
FIRST MANHATTAN CO. LLC.	40K	$500K+	SH
Cetera Investment Advisers	38K	$500K+	SH
RAYMOND JAMES FINANCIAL INC	29K	$100K–$500K	SH
ENVESTNET ASSET MANAGEMENT INC	25K	$100K–$500K	SH
OPPENHEIMER & CO INC	21K	$100K–$500K	SH
GUGGENHEIM CAPITAL LLC	20K	$100K–$500K	SH
NBC SECURITIES, INC.	20K	$100K–$500K	SH
Sowell Financial Services LLC	17K	$100K–$500K	SH
HARBOUR INVESTMENTS, INC.	16K	$100K–$500K	SH
COMMONWEALTH EQUITY SERVICES, LLC	16K	$100K–$500K	SH
TrueMark Investments, LLC	15K	$100K–$500K	SH
Live Oak Private Wealth LLC	15K	$100K–$500K	SH