Stock Transactions — Special Opptys Fund

Total Bought
82,524
15 transactions
Total Sold
252,997
15 transactions
Net
-170,473
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
SkyView Investment Advisors, LLC032,490+32,4900.000.08+0.08buy
PATRON PARTNERS, LLC013,825+13,8250.000.11+0.11buy
BRIGHTON JONES LLC013,246+13,2460.000.01+0.01buy
Cresset Asset Management, LLC010,000+10,0000.000.00+0.00buy
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC04,152+4,1520.000.95+0.95buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC03,056+3,0560.000.01+0.01buy
OSAIC HOLDINGS, INC.73,57975,457+1,8780.000.00+0.00buy
CSS LLC/IL282,834284,230+1,3960.500.52+0.02buy
NBC SECURITIES, INC.14,55015,478+9280.020.02+0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.14,14014,644+5040.010.02+0.00buy
NewEdge Advisors, LLC10,80011,200+4000.000.00+0.00buy
HARBOUR INVESTMENTS, INC.15,56515,924+3590.010.01-0.00buy
UBS Group AG32,30032,520+2200.000.00-0.00buy
MORGAN STANLEY135,870135,931+610.000.00-0.00buy
CVA Family Office, LLC3039+90.000.00+0.00buy
Private Advisor Group, LLC14,46214,46200.000.00-0.00hold
Alpine Global Management, LLC21,42421,42400.070.05-0.02hold
Dynamic Advisor Solutions LLC10,54510,54500.000.00-0.00hold
Matisse Capital22,78622,78600.140.14-0.01hold
Crewe Advisors LLC6,9706,97000.010.01-0.00hold
Live Oak Private Wealth LLC14,85314,85300.030.03-0.00hold
RPO LLC17,15817,15800.320.32-0.00hold
NWF Advisory Services Inc.16,50016,50000.040.03-0.00hold
WINMILL & CO. INC20020000.000.00-0.00hold
WINMILL & CO. INC2,0002,00000.010.01-0.00hold
FIRST MANHATTAN CO. LLC.34,00034,00000.000.00-0.00hold
WELLS FARGO & COMPANY/MN21,20021,20000.000.00-0.00hold
BESSEMER GROUP INC186176-100.000.00-0.00sell
Ancora Advisors LLC25,83425,500-3340.010.01+0.00sell
HighTower Advisors, LLC12,05311,341-7120.000.00-0.00sell
Sowell Financial Services LLC18,42717,369-1,0580.010.01-0.00sell
Quarry LP2,2060-2,2060.010.00-0.01sell
CSS LLC/IL261,384258,384-3,0000.240.26+0.02sell
SCOTIA CAPITAL INC.91,26688,137-3,1290.010.01-0.00sell
WELLS FARGO & COMPANY/MN21,98618,388-3,5980.000.00-0.00sell
Advisory Services Network, LLC3,8390-3,8390.000.00-0.00sell
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC267,652261,706-5,9460.760.71-0.05sell
EPIQ PARTNERS, LLC141,195119,435-21,7601.201.00-0.20sell
Almitas Capital LLC23,6160-23,6160.100.00-0.10sell
CLOUGH CAPITAL PARTNERS L P41,3060-41,3060.050.00-0.05sell
RIVERNORTH CAPITAL MANAGEMENT, LLC428,448380,554-47,8940.240.23-0.01sell
Shaker Financial Services, LLC197,348102,759-94,5890.960.50-0.46sell
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