United States Collective Investments

Special Opportunities Fund Inc (SPE)

Track

Track

Special Opportunities Fund Inc. experienced significant insider selling activity over the past ninety days, totaling approximately 210,964 USD. President and CEO Andrew Dakos executed multiple divestments, while major shareholders also filed various proposed sale notices. These movements coincide with a 3.1 percent decline in share value during this period.
Ticker: SPE Exchange: NYS
Preparing chart...
Download chart Copy chart image Copy link Share to X Share


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Upgrade for signal details

Upgrade to see score, net flow, insiders and context.

Upgrade to see full signal details →

Insider trades have triggered activity signals for Special Opportunities Fund Inc. Upgrade to see score, net flow, insiders and the full signal context.

Open in Activity Signals screener →
Top insiders
Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Focus Partners Wealth 10% Stockholder Large shareholder
Transaction date
Proposed sale
Price
183.84
Quantity 93,129
Value US$3,082,429
3.5
Dakos Andrew President and CEO Executive Director
Transaction date
Sale
Price
285.71
Quantity 32,370 +24.2%
Value US$3,464,179
3.5
Dakos Andrew President and CEO Executive Director
Transaction date
Sale
Price
79.80
Quantity 6,652 +36.8%
Value US$4,433,815
3.5
Dakos Andrew President and CEO Executive Director
Transaction date
Sale
Price
14.02
Quantity 1,077 -17.2%
Value US$15,100
3.5
Dakos Andrew Director Non-Executive Director
Transaction date
Proposed sale
Price
24.95
Quantity 200
Value US$4,990
3.5
Dakos Andrew Director Non-Executive Director
Transaction date
Proposed sale
Price
14.03
Quantity 6,261
Value US$87,842
Focus Partners Wealth 10% Stockholder Large shareholder
Transaction date
Proposed sale
Price
24.84
Quantity 769
Value US$19,101
Focus Partners Wealth 10% Stockholder Large shareholder
Transaction date
Proposed sale
Price
24.84
Quantity 1,686
Value US$41,880
3.5
Dakos Andrew President Executive Director
Transaction date
Sale
Price
14.66
Quantity 4,098 -40.3%
Value US$60,065
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
13.80
Quantity 3,000 +9.4%
Value US$41,400
3.5
Dakos Andrew President Executive Director
Transaction date
Sale
Price
13.74
Quantity 377 -7.2%
Value US$5,180
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.78
Quantity 1,319 +4.3%
Value US$15,538
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.75
Quantity 44 +0.1%
Value US$517
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
10.85
Quantity 5,000 +18.9%
Value US$54,250
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
10.85
Quantity 2,400 +10.0%
Value US$26,040
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.85
Quantity 2,000 +10.1%
Value US$23,700
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.63
Quantity 2,000 +11.2%
Value US$23,260
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.66
Quantity 1,000 +2.3%
Value US$14,660
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.65
Quantity 100 +0.2%
Value US$1,465
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.73
Quantity 1,000 +2.4%
Value US$14,730
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.77
Quantity 2,000 +5.1%
Value US$29,540
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.94
Quantity 1,500 +3.9%
Value US$22,410
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
14.76
Quantity 2,000 +10.3%
Value US$29,510
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.50
Quantity 532 +1.2%
Value US$7,714
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.59
Quantity 68 +0.2%
Value US$992
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.63
Quantity 785 +1.9%
Value US$11,485
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
14.72
Quantity 285 +0.7%
Value US$4,195
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Sale
Price
15.55
Quantity 2,542 -11.6%
Value US$39,529
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
11.48
Quantity 2,000 +5.9%
Value US$22,960
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.80
Quantity 5,000 +4.2%
Value US$59,000
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.85
Quantity 5,000 +4.4%
Value US$59,250
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.74
Quantity 1,431 +58.9%
Value US$16,800
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
11.74
Quantity 11,405 +11.1%
Value US$133,895
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.75
Quantity 140 +0.4%
Value US$1,225
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.73
Quantity 220 +0.7%
Value US$1,921
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.71
Quantity 630 +1.9%
Value US$5,487
3.3
HELLERMAN GERALD Non-Executive Director
Transaction date
Purchase
Price
8.70
Quantity 10 +0.0%
Value US$87
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
12.49
Quantity 238 +0.7%
Value US$2,973
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
12.55
Quantity 762 +2.4%
Value US$9,563
3.5
Dakos Andrew President Executive Director
Transaction date
Purchase
Price
13.25
Quantity 1,000 +20.3%
Value US$13,250
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
13.98
Quantity 2,700 +10.1%
Value US$37,746
3.3
HELLERMAN GERALD CCO Executive Director
Transaction date
Purchase
Price
13.31
Quantity 1,500 +5.9%
Value US$19,965
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
13.36
Quantity 4,000 +3.9%
Value US$53,440
3.4
GOLDSTEIN PHILLIP Chairman and Secretary Executive Director
Transaction date
Purchase
Price
12.63
Quantity 100 +0.1%
Value US$1,263
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-06-11 2026-06-11 PrS Proposed sale
Focus Partners Wealth

10% Stockholder

Large shareholder
93,129
183.84
US$3,082,429 		93,129 183.84 US$3,082,429
2026-06-04 2026-06-03 S Sale
3.5
Dakos Andrew

President and CEO

Executive Director
32,370 +24.2%
285.71
US$3,464,179 		32,370 +24.2% 285.71 US$3,464,179
2026-06-04 2026-06-03 S Sale
3.5
Dakos Andrew

President and CEO

Executive Director
6,652 +36.8%
79.80
US$4,433,815 		6,652 +36.8% 79.80 US$4,433,815
2026-06-04 2026-06-02 S Sale
3.5
Dakos Andrew

President and CEO

Executive Director
1,077 -17.2%
14.02
US$15,100 		1,077 -17.2% 14.02 US$15,100
2026-06-02 2026-06-02 PrS Proposed sale
3.5
Dakos Andrew

Director

Non-Executive Director
200
24.95
US$4,990 		200 24.95 US$4,990
2026-06-02 2026-06-02 PrS Proposed sale
3.5
Dakos Andrew

Director

Non-Executive Director
6,261
14.03
US$87,842 		6,261 14.03 US$87,842
2026-03-25 2026-03-25 PrS Proposed sale
Focus Partners Wealth

10% Stockholder

Large shareholder
769
24.84
US$19,101 		769 24.84 US$19,101
2026-03-25 2026-03-25 PrS Proposed sale
Focus Partners Wealth

10% Stockholder

Large shareholder
1,686
24.84
US$41,880 		1,686 24.84 US$41,880
2026-03-06 2026-03-06 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
15,427
25.09
US$387,063 		15,427 25.09 US$387,063
2026-02-26 2026-02-26 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
5,652
0.00
US$1 		5,652 0.00 US$1
2026-02-19 2026-02-19 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
155
25.02
US$3,878 		155 25.02 US$3,878
2025-12-31 2025-12-30 S Sale
3.5
Dakos Andrew

President

Executive Director
4,098 -40.3%
14.66
US$60,065 		4,098 -40.3% 14.66 US$60,065
2026-01-22 2025-11-28 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
63,660
24.90
US$1,585,134 		63,660 24.90 US$1,585,134
2025-11-28 2025-11-28 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
63,660
24.90
US$1,585,134 		63,660 24.90 US$1,585,134
2025-11-21 2025-11-21 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
912
24.80
US$22,618 		912 24.80 US$22,618
2025-10-07 2025-10-07 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
790
25.00
US$19,750 		790 25.00 US$19,750
2025-09-12 2025-09-12 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
53,541
25.15
US$1,346,556 		53,541 25.15 US$1,346,556
2025-09-10 2025-09-10 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,602
25.05
US$40,128 		1,602 25.05 US$40,128
2025-08-19 2025-08-19 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
410
24.60
US$10,086 		410 24.60 US$10,086
2025-07-15 2025-07-15 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
134
24.38
US$3,267 		134 24.38 US$3,267
2025-06-18 2025-06-18 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
11,491
25.50
US$293,020 		11,491 25.50 US$293,020
2025-06-04 2025-06-04 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,886
24.26
US$45,754 		1,886 24.26 US$45,754
2025-05-28 2025-05-28 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,862
24.58
US$45,768 		1,862 24.58 US$45,768
2025-05-19 2025-05-19 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,222
24.35
US$29,756 		1,222 24.35 US$29,756
2025-04-08 2025-04-08 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,091
24.82
US$27,073 		1,091 24.82 US$27,073
2025-04-08 2025-04-04 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
3,000 +9.4%
13.80
US$41,400 		3,000 +9.4% 13.80 US$41,400
2025-02-14 2025-02-14 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
1,068
24.15
US$25,792 		1,068 24.15 US$25,792
2025-02-04 2025-02-04 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
652
24.24
US$15,804 		652 24.24 US$15,804
2025-01-10 2025-01-10 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
5,986
24.02
US$143,784 		5,986 24.02 US$143,784
2024-12-02 2024-12-02 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
4,673
23.75
US$110,984 		4,673 23.75 US$110,984
2024-11-12 2024-11-12 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
24
24.00
US$576 		24 24.00 US$576
2024-10-09 2024-10-09 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
161
23.40
US$3,767 		161 23.40 US$3,767
2024-09-25 2024-09-25 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
3,749
23.23
US$87,089 		3,749 23.23 US$87,089
2024-09-23 2024-09-20 S Sale
3.5
Dakos Andrew

President

Executive Director
377 -7.2%
13.74
US$5,180 		377 -7.2% 13.74 US$5,180
2024-09-04 2024-09-04 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
9,284
23.16
US$215,017 		9,284 23.16 US$215,017
2024-08-06 2024-08-06 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
287
23.10
US$6,630 		287 23.10 US$6,630
2024-07-03 2024-07-03 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
750
23.27
US$17,452 		750 23.27 US$17,452
2024-06-25 2024-06-25 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
12,158
13.02
US$158,318 		12,158 13.02 US$158,318
2024-06-14 2024-06-14 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
269
23.05
US$6,200 		269 23.05 US$6,200
2024-06-11 2024-06-11 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
198
23.00
US$4,554 		198 23.00 US$4,554
2024-05-29 2024-05-29 PrS Proposed sale
Relative Value Partners Group, LLC

10% Stockholder

Large shareholder
3,674
23.00
US$84,502 		3,674 23.00 US$84,502
2025-02-03 2024-02-03 PrS Proposed sale
Kovitz Investment Group Partners, LLC

10% Stockholder

Large shareholder
986
0.58
US$576 		986 0.58 US$576
2024-01-02 2023-12-28 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
1,319 +4.3%
11.78
US$15,538 		1,319 +4.3% 11.78 US$15,538
2024-01-02 2023-12-28 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
44 +0.1%
11.75
US$517 		44 +0.1% 11.75 US$517
2023-04-07 2023-04-06 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
5,000 +18.9%
10.85
US$54,250 		5,000 +18.9% 10.85 US$54,250
2023-04-07 2023-04-05 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,400 +10.0%
10.85
US$26,040 		2,400 +10.0% 10.85 US$26,040
2023-02-07 2023-02-03 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,000 +10.1%
11.85
US$23,700 		2,000 +10.1% 11.85 US$23,700
2023-02-01 2023-01-30 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,000 +11.2%
11.63
US$23,260 		2,000 +11.2% 11.63 US$23,260
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
1,000 +2.3%
14.66
US$14,660 		1,000 +2.3% 14.66 US$14,660
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
100 +0.2%
14.65
US$1,465 		100 +0.2% 14.65 US$1,465
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
1,000 +2.4%
14.73
US$14,730 		1,000 +2.4% 14.73 US$14,730
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
2,000 +5.1%
14.77
US$29,540 		2,000 +5.1% 14.77 US$29,540
2022-04-07 2022-04-06 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
1,500 +3.9%
14.94
US$22,410 		1,500 +3.9% 14.94 US$22,410
2022-02-09 2022-02-07 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,000 +10.3%
14.76
US$29,510 		2,000 +10.3% 14.76 US$29,510
2022-01-28 2022-01-28 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
532 +1.2%
14.50
US$7,714 		532 +1.2% 14.50 US$7,714
2022-01-28 2022-01-28 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
68 +0.2%
14.59
US$992 		68 +0.2% 14.59 US$992
2022-01-28 2022-01-26 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
785 +1.9%
14.63
US$11,485 		785 +1.9% 14.63 US$11,485
2022-01-28 2022-01-26 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
285 +0.7%
14.72
US$4,195 		285 +0.7% 14.72 US$4,195
2021-12-20 2021-12-16 S Sale
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
2,542 -11.6%
15.55
US$39,529 		2,542 -11.6% 15.55 US$39,529
2020-10-28 2020-10-28 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
2,000 +5.9%
11.48
US$22,960 		2,000 +5.9% 11.48 US$22,960
2020-07-23 2020-07-22 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
5,000 +4.2%
11.80
US$59,000 		5,000 +4.2% 11.80 US$59,000
2020-07-23 2020-07-21 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
5,000 +4.4%
11.85
US$59,250 		5,000 +4.4% 11.85 US$59,250
2020-07-16 2020-07-15 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
1,431 +58.9%
11.74
US$16,800 		1,431 +58.9% 11.74 US$16,800
2020-07-16 2020-07-15 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
11,405 +11.1%
11.74
US$133,895 		11,405 +11.1% 11.74 US$133,895
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
140 +0.4%
8.75
US$1,225 		140 +0.4% 8.75 US$1,225
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
220 +0.7%
8.73
US$1,921 		220 +0.7% 8.73 US$1,921
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
630 +1.9%
8.71
US$5,487 		630 +1.9% 8.71 US$5,487
2020-04-07 2020-04-03 B Purchase
3.3
HELLERMAN GERALD
Non-Executive Director
10 +0.0%
8.70
US$87 		10 +0.0% 8.70 US$87
2020-03-10 2020-03-09 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
238 +0.7%
12.49
US$2,973 		238 +0.7% 12.49 US$2,973
2020-03-10 2020-03-09 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
762 +2.4%
12.55
US$9,563 		762 +2.4% 12.55 US$9,563
2020-03-03 2020-02-28 B Purchase
3.5
Dakos Andrew

President

Executive Director
1,000 +20.3%
13.25
US$13,250 		1,000 +20.3% 13.25 US$13,250
2019-07-29 2019-07-25 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
2,700 +10.1%
13.98
US$37,746 		2,700 +10.1% 13.98 US$37,746
2019-05-24 2019-05-23 B Purchase
3.3
HELLERMAN GERALD

CCO

Executive Director
1,500 +5.9%
13.31
US$19,965 		1,500 +5.9% 13.31 US$19,965
2019-03-20 2019-03-19 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
4,000 +3.9%
13.36
US$53,440 		4,000 +3.9% 13.36 US$53,440
2019-01-29 2019-01-28 B Purchase
3.4
GOLDSTEIN PHILLIP

Chairman and Secretary

Executive Director
100 +0.1%
12.63
US$1,263 		100 +0.1% 12.63 US$1,263
Explore more

More insider trading research around Special Opportunities Fund Inc

More insider trades in United States
Similar Financials companies with insider activity
More Collective Investments companies with insider activity
More Collective Investments companies with insider activity
Insider trading in North America