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ícone de SPE

Special Opportunities Fund
SPE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Relative Value Partners Group
1
Relative Value Partners Group
US$ 32,1 mi +US$ 1,13 mi +81.435 +4%
Sit Investment Associates
2
Sit Investment Associates
Minnesota
US$ 6,83 mi – – –
Ancora Advisors
3
Ancora Advisors
Ohio
US$ 5,03 mi +US$ 83,3 mil +6.024 +2%
Blue Bell Private Wealth Management
4
Blue Bell Private Wealth Management
Pennsylvania
US$ 4,05 mi -US$ 321 mil -23.212 -8%
CL
5
CSS LLC
Illinois
US$ 3,36 mi +US$ 193 mil +13.980 +6%
Rivernorth Capital Management
6
Rivernorth Capital Management
Florida
US$ 3,34 mi +US$ 750 mil +54.251 +30%
FIMG
7
Financial & Investment Management Group
Michigan
US$ 1,65 mi -US$ 454 mil -32.821 -22%
Horizon Kinetics
8
Horizon Kinetics
New York
US$ 1,43 mi -US$ 71,7 mil -5.182 -5%
Thomas J. Herzfeld Advisors
9
Thomas J. Herzfeld Advisors
Florida
US$ 1,33 mi -US$ 4,05 mil -293 -0,3%
Hilton Capital Management
10
Hilton Capital Management
New York
US$ 1,22 mi – – –
Shaker Financial Services
11
Shaker Financial Services
Virginia
US$ 1,22 mi -US$ 27,2 mil -1.965 -2%
Morgan Stanley
12
Morgan Stanley
New York
US$ 466 mil -US$ 714 mil -51.625 -61%
Wells Fargo
13
Wells Fargo
California
US$ 394 mil +US$ 44,7 mil +3.236 +13%
Ladenburg Thalmann Financial Services
14
Ladenburg Thalmann Financial Services
Florida
US$ 343 mil – – –
Ancora Family Wealth Advisors
15
Ancora Family Wealth Advisors
Ohio
US$ 298 mil -US$ 73,5 mil -5.319 -20%
First Foundation Advisors
16
First Foundation Advisors
California
US$ 250 mil – – –
Bank of America
17
Bank of America
North Carolina
US$ 150 mil – – –
First Manhattan
18
First Manhattan
New York
US$ 140 mil – – –
UBS Group
19
UBS Group
Switzerland
US$ 140 mil +US$ 48,3 mil +3.493 +55%
MSI Financial Services
20
MSI Financial Services
Massachusetts
US$ 97 mil -US$ 97,4 mil -7.042 -51%
IFP Advisors
21
IFP Advisors
Florida
US$ 82 mil -US$ 4,83 mil -349 -6%
Geneos Wealth Management
22
Geneos Wealth Management
Colorado
US$ 50 mil – – –
Advisor Group
23
Advisor Group
Arizona
US$ 46 mil +US$ 41,6 mil +3.005 +1.438%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
US$ 41 mil +US$ 1,88 mil +136 +5%
Chicago Partners Investment Group
25
Chicago Partners Investment Group
Illinois
US$ 35 mil – – –
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