¡Ya estamos en ! Descubre más
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 29.2 M +USD 3.58 k +251 +0%
Sit Investment Associates
2
Sit Investment Associates
Minnesota
USD 6.64 M +USD 910 k +63,771 +16%
Ancora Advisors
3
Ancora Advisors
Ohio
USD 4.44 M -USD 1.33 k -93 -0%
Shaker Financial Services
4
Shaker Financial Services
Virginia
USD 4.33 M +USD 2.56 M +179,511 +152%
Blue Bell Private Wealth Management
5
Blue Bell Private Wealth Management
Pennsylvania
USD 3.5 M +USD 203 k +14,226 +6%
CL
6
CSS LLC
Illinois
USD 2.88 M – – –
Rivernorth Capital Management
7
Rivernorth Capital Management
Florida
USD 2.8 M -USD 534 k -37,441 -16%
Thomas J. Herzfeld Advisors
8
Thomas J. Herzfeld Advisors
Florida
USD 956 k -USD 122 k -8,527 -11%
Horizon Kinetics
9
Horizon Kinetics
New York
USD 922 k -USD 75.2 k -5,270 -8%
WPA
10
Winning Points Advisors
Florida
USD 778 k -USD 53.1 k -3,723 -7%
Morgan Stanley
11
Morgan Stanley
New York
USD 428 k +USD 6.98 k +489 +2%
Wells Fargo
12
Wells Fargo
California
USD 329 k -USD 6.02 k -422 -2%
NWAM LLC
13
NWAM LLC
Washington
USD 264 k – – –
FIMG
14
Financial & Investment Management Group
Michigan
USD 239 k +USD 29.2 k +2,048 +14%
First Foundation Advisors
15
First Foundation Advisors
California
USD 209 k – – –
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
USD 200 k -USD 162 k -11,335 -45%
First Manhattan
17
First Manhattan
New York
USD 152 k – – –
UBS Group
18
UBS Group
Switzerland
USD 152 k – – –
Wolverine Asset Management
19
Wolverine Asset Management
Illinois
USD 127 k +USD 126 k +8,799 Nuevas
IFP Advisors
20
IFP Advisors
Florida
USD 83 k – – –
Advisor Group
21
Advisor Group
Arizona
USD 70 k +USD 1.77 k +124 +3%
Geneos Wealth Management
22
Geneos Wealth Management
Colorado
USD 49 k – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 40 k -USD 31.2 k -2,186 -44%
Bank of America
24
Bank of America
North Carolina
USD 37 k +USD 2.43 k +170 +7%
Wealthspire Advisors (Maryland)
25
Wealthspire Advisors (Maryland)
Maryland
USD 22 k – – –
1
2