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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 32.1 M +USD 1.13 M +81,435 +4%
Sit Investment Associates
2
Sit Investment Associates
Minnesota
USD 6.83 M – – –
Ancora Advisors
3
Ancora Advisors
Ohio
USD 5.03 M +USD 83.3 k +6,024 +2%
Blue Bell Private Wealth Management
4
Blue Bell Private Wealth Management
Pennsylvania
USD 4.05 M -USD 321 k -23,212 -8%
CL
5
CSS LLC
Illinois
USD 3.36 M +USD 193 k +13,980 +6%
Rivernorth Capital Management
6
Rivernorth Capital Management
Florida
USD 3.34 M +USD 750 k +54,251 +30%
FIMG
7
Financial & Investment Management Group
Michigan
USD 1.65 M -USD 454 k -32,821 -22%
Horizon Kinetics
8
Horizon Kinetics
New York
USD 1.43 M -USD 71.7 k -5,182 -5%
Thomas J. Herzfeld Advisors
9
Thomas J. Herzfeld Advisors
Florida
USD 1.33 M -USD 4.05 k -293 -0.3%
Hilton Capital Management
10
Hilton Capital Management
New York
USD 1.22 M – – –
Shaker Financial Services
11
Shaker Financial Services
Virginia
USD 1.22 M -USD 27.2 k -1,965 -2%
Morgan Stanley
12
Morgan Stanley
New York
USD 466 k -USD 714 k -51,625 -61%
Wells Fargo
13
Wells Fargo
California
USD 394 k +USD 44.7 k +3,236 +13%
Ladenburg Thalmann Financial Services
14
Ladenburg Thalmann Financial Services
Florida
USD 343 k – – –
Ancora Family Wealth Advisors
15
Ancora Family Wealth Advisors
Ohio
USD 298 k -USD 73.5 k -5,319 -20%
First Foundation Advisors
16
First Foundation Advisors
California
USD 250 k – – –
Bank of America
17
Bank of America
North Carolina
USD 150 k – – –
First Manhattan
18
First Manhattan
New York
USD 140 k – – –
UBS Group
19
UBS Group
Switzerland
USD 140 k +USD 48.3 k +3,493 +55%
MSI Financial Services
20
MSI Financial Services
Massachusetts
USD 97 k -USD 97.4 k -7,042 -51%
IFP Advisors
21
IFP Advisors
Florida
USD 82 k -USD 4.83 k -349 -6%
Geneos Wealth Management
22
Geneos Wealth Management
Colorado
USD 50 k – – –
Advisor Group
23
Advisor Group
Arizona
USD 46 k +USD 41.6 k +3,005 +1,438%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 41 k +USD 1.88 k +136 +5%
Chicago Partners Investment Group
25
Chicago Partners Investment Group
Illinois
USD 35 k – – –
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