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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$ 29,2 mi +US$ 3,58 mil +251 +0%
Sit Investment Associates
2
Sit Investment Associates
Minnesota
US$ 6,64 mi +US$ 910 mil +63.771 +16%
Ancora Advisors
3
Ancora Advisors
Ohio
US$ 4,44 mi -US$ 1,33 mil -93 -0%
Shaker Financial Services
4
Shaker Financial Services
Virginia
US$ 4,33 mi +US$ 2,56 mi +179.511 +152%
Blue Bell Private Wealth Management
5
Blue Bell Private Wealth Management
Pennsylvania
US$ 3,5 mi +US$ 203 mil +14.226 +6%
CL
6
CSS LLC
Illinois
US$ 2,88 mi – – –
Rivernorth Capital Management
7
Rivernorth Capital Management
Florida
US$ 2,8 mi -US$ 534 mil -37.441 -16%
Thomas J. Herzfeld Advisors
8
Thomas J. Herzfeld Advisors
Florida
US$ 956 mil -US$ 122 mil -8.527 -11%
Horizon Kinetics
9
Horizon Kinetics
New York
US$ 922 mil -US$ 75,2 mil -5.270 -8%
WPA
10
Winning Points Advisors
Florida
US$ 778 mil -US$ 53,1 mil -3.723 -7%
Morgan Stanley
11
Morgan Stanley
New York
US$ 428 mil +US$ 6,98 mil +489 +2%
Wells Fargo
12
Wells Fargo
California
US$ 329 mil -US$ 6,02 mil -422 -2%
NWAM LLC
13
NWAM LLC
Washington
US$ 264 mil – – –
FIMG
14
Financial & Investment Management Group
Michigan
US$ 239 mil +US$ 29,2 mil +2.048 +14%
First Foundation Advisors
15
First Foundation Advisors
California
US$ 209 mil – – –
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
US$ 200 mil -US$ 162 mil -11.335 -45%
First Manhattan
17
First Manhattan
New York
US$ 152 mil – – –
UBS Group
18
UBS Group
Switzerland
US$ 152 mil – – –
Wolverine Asset Management
19
Wolverine Asset Management
Illinois
US$ 127 mil +US$ 126 mil +8.799 Nova
IFP Advisors
20
IFP Advisors
Florida
US$ 83 mil – – –
Advisor Group
21
Advisor Group
Arizona
US$ 70 mil +US$ 1,77 mil +124 +3%
Geneos Wealth Management
22
Geneos Wealth Management
Colorado
US$ 49 mil – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
US$ 40 mil -US$ 31,2 mil -2.186 -44%
Bank of America
24
Bank of America
North Carolina
US$ 37 mil +US$ 2,43 mil +170 +7%
Wealthspire Advisors (Maryland)
25
Wealthspire Advisors (Maryland)
Maryland
US$ 22 mil – – –
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