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icono de SPE

Special Opportunities Fund
SPE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 16.8 M -USD 1.26 M -90,333 -7%
SFS
2
Shaker Financial Services
Virginia
USD 8.96 M +USD 4.1 M +292,949 +79%
Blue Bell Private Wealth Management
3
Blue Bell Private Wealth Management
Pennsylvania
USD 4.81 M +USD 868 k +62,085 +21%
CL
4
CSS LLC
Illinois
USD 1.65 M +USD 52.9 k +3,780 +3%
Scotia Capital
5
Scotia Capital
Ontario, Canada
USD 1.47 M -USD 17.6 k -1,259 -1%
Advisors Asset Management
6
Advisors Asset Management
Colorado
USD 1.43 M -USD 12.9 k -919 -0.9%
Morgan Stanley
7
Morgan Stanley
New York
USD 1.3 M +USD 82.8 k +5,922 +7%
GC
8
GatePass Capital
Ohio
USD 773 k -USD 776 k -55,485 -49%
First Manhattan
9
First Manhattan
New York
USD 596 k – – –
Oppenheimer & Co
10
Oppenheimer & Co
New York
USD 492 k +USD 211 k +15,117 +71%
Raymond James Financial
11
Raymond James Financial
Florida
USD 459 k +USD 28.2 k +2,014 +6%
NBC Securities
12
NBC Securities
Alabama
USD 359 k +USD 140 k +10,007 +60%
Permanent Capital Management
13
Permanent Capital Management
Illinois
USD 298 k +USD 309 k +22,114 Nuevas
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 294 k +USD 78.9 k +5,644 +35%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 275 k +USD 7.99 k +571 +3%
Guggenheim Capital
16
Guggenheim Capital
Illinois
USD 275 k -USD 5.02 k -359 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 258 k -USD 1.47 k -105 -0.5%
Sowell Financial Services
18
Sowell Financial Services
Arkansas
USD 242 k – – –
Rivernorth Capital Management
19
Rivernorth Capital Management
Florida
USD 234 k -USD 905 k -64,721 -79%
TrueMark Investments
20
TrueMark Investments
Illinois
USD 234 k +USD 15.9 k +1,140 +7%
Leavell Investment Management
21
Leavell Investment Management
Alabama
USD 226 k +USD 235 k +16,800 Nuevas
Ancora Advisors
22
Ancora Advisors
Ohio
USD 219 k -USD 92.8 k -6,637 -29%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
USD 208 k +USD 50.5 k +3,614 +31%
Live Oak Private Wealth
24
Live Oak Private Wealth
North Carolina
USD 207 k – – –
Wolverine Asset Management
25
Wolverine Asset Management
Illinois
USD 195 k -USD 1.13 M -80,793 -85%
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