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icono de SPE

Special Opportunities Fund
SPE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Relative Value Partners Group
1
Relative Value Partners Group
USD 28.5 M -USD 3.15 M -244,531 -10%
Sit Investment Associates
2
Sit Investment Associates
Minnesota
USD 6.3 M +USD 265 k +20,624 +4%
Ancora Advisors
3
Ancora Advisors
Ohio
USD 4.56 M -USD 25 k -1,945 -0.6%
Blue Bell Private Wealth Management
4
Blue Bell Private Wealth Management
Pennsylvania
USD 4.04 M -USD 32.5 k -2,526 -0.8%
CL
5
CSS LLC
Illinois
USD 2.91 M – – –
Rivernorth Capital Management
6
Rivernorth Capital Management
Florida
USD 2.37 M +USD 171 k +13,294 +8%
FIMG
7
Financial & Investment Management Group
Michigan
USD 1.95 M -USD 5.68 k -441 -0.3%
Horizon Kinetics
8
Horizon Kinetics
New York
USD 1.39 M -USD 500 k -38,826 -27%
Thomas J. Herzfeld Advisors
9
Thomas J. Herzfeld Advisors
Florida
USD 1.23 M -USD 40.1 k -3,119 -3%
Shaker Financial Services
10
Shaker Financial Services
Virginia
USD 1.15 M +USD 258 k +20,029 +30%
Morgan Stanley
11
Morgan Stanley
New York
USD 1.11 M -USD 75.4 k -5,856 -6%
Ancora Family Wealth Advisors
12
Ancora Family Wealth Advisors
Ohio
USD 345 k -USD 47.2 k -3,664 -12%
Wells Fargo
13
Wells Fargo
California
USD 321 k -USD 18.2 k -1,411 -5%
Ladenburg Thalmann Financial Services
14
Ladenburg Thalmann Financial Services
Florida
USD 317 k -USD 9.42 k -732 -3%
NWAM LLC
15
NWAM LLC
Washington
USD 239 k – – –
First Foundation Advisors
16
First Foundation Advisors
California
USD 230 k +USD 226 k +17,528 Nuevas
MSI Financial Services
17
MSI Financial Services
Massachusetts
USD 182 k -USD 8.12 k -631 -4%
Bank of America
18
Bank of America
North Carolina
USD 138 k +USD 108 k +8,411 +406%
First Manhattan
19
First Manhattan
New York
USD 129 k – – –
Citigroup
20
Citigroup
New York
USD 98 k +USD 6.87 k +534 +8%
UBS Group
21
UBS Group
Switzerland
USD 83 k -USD 51.5 k -4,002 -39%
IFP Advisors
22
IFP Advisors
Florida
USD 80 k +USD 78.4 k +6,089 Nuevas
Advent Capital Management
23
Advent Capital Management
New York
USD 69 k +USD 67.4 k +5,234 Nuevas
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
USD 46 k – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 37 k – – –
1
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