Guggenheim Strategic Opportunities Fund GOF
We take great care to ensure that the data presented and summarized in this overview for GUGGENHEIM STRATEGIC OPPORTUNITIES FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding GOF
View all-
Morgan Stanley New York, NY7.31MShares$112 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.59MShares$24.3 Million0.01% of portfolio
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Ubs Group Ag1.21MShares$18.5 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6807KShares$12.3 Million0.0% of portfolio
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Verus Capital Partners, LLC Scottsdale, AZ721KShares$11 Million1.05% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS686KShares$10.5 Million0.16% of portfolio
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Creative One Wealth, LLC Overland Park, KS559KShares$8.55 Million0.32% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ531KShares$8.11 Million0.02% of portfolio
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Cohen & Steers, Inc. New York, NY500KShares$7.64 Million0.01% of portfolio
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Cambridge Investment Research Advisors, Inc.466KShares$7.11 Million0.02% of portfolio
Latest Institutional Activity in GOF
Top Purchases
Top Sells
About GOF
Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and through derivatives such as writing covered call and put options to invest in the stocks of companies operating across diversified sectors. It invests in the value stocks of companies of all capitalizations. The fund employs a combination of quantitative and qualitative analysis to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in securities such as corporate bonds, loans, loan participations, structured finance investments, U.S. government and agency securities that are not rated below below CCC by S&P or Caa2 by Moody's. For the equity part of the portfolio the fund benchmarks S&P 500 Index and for the fixed income part it benchmarks Barclays Aggregate Bond Index. It was formerly known as Claymore/Guggenheim Strategic Opportunities Fund. Guggenheim Strategic Opportunities Fund was formed on November 13, 2006 and is domiciled in the United States.
Insider Transactions at GOF
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Sep 03
2024
|
Angela Brock Kyle |
BUY
Open market or private purchase
|
Direct |
943
+11.91%
|
$14,145
$15.37 P/Share
|
Jul 02
2024
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
5,849
-100.0%
|
$87,735
$15.02 P/Share
|
Feb 01
2024
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
10,000
-63.1%
|
$130,000
$13.95 P/Share
|
Jan 05
2024
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
20,000
-55.79%
|
$260,000
$13.6 P/Share
|
Dec 13
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
6,000
-14.34%
|
$78,000
$13.67 P/Share
|
Dec 08
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
2,000
-4.56%
|
$26,000
$13.86 P/Share
|
Dec 07
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
8,000
-15.43%
|
$104,000
$13.71 P/Share
|
Dec 06
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
16,000
-23.58%
|
$208,000
$13.66 P/Share
|
Dec 05
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
20,000
-22.77%
|
$260,000
$13.47 P/Share
|
Dec 04
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
3,000
-3.3%
|
$39,000
$13.36 P/Share
|
Dec 01
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
6,211
-6.4%
|
$80,743
$13.36 P/Share
|
Nov 30
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
10,000
-9.34%
|
$130,000
$13.3 P/Share
|
Nov 29
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
1,000
-0.93%
|
$13,000
$13.25 P/Share
|
Nov 28
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
1,000
-0.92%
|
$13,000
$13.3 P/Share
|
Nov 03
2023
|
Randall C Barnes |
SELL
Open market or private sale
|
Indirect |
9,925
-100.0%
|
$129,025
$13.46 P/Share
|
Oct 12
2023
|
Angela Brock Kyle |
SELL
Open market or private sale
|
Indirect |
100
-100.0%
|
$1,300
$13.7 P/Share
|
Sep 28
2023
|
Angela Brock Kyle |
BUY
Open market or private purchase
|
Indirect |
100
+50.0%
|
$1,400
$14.8 P/Share
|
Mar 13
2023
|
Ronald E Toupin Jr |
BUY
Open market or private purchase
|
Direct |
245
+3.08%
|
$3,185
$13.98 P/Share
|
Oct 12
2022
|
Ronald E Toupin Jr |
SELL
Open market or private sale
|
Direct |
2,000
-11.56%
|
$30,000
$15.5 P/Share
|
Sep 29
2022
|
Ronald E Toupin Jr |
SELL
Open market or private sale
|
Direct |
2,000
-10.51%
|
$30,000
$15.18 P/Share
|
Last 12 Months Summary
Open market or private purchase | 943 shares |
---|
Open market or private sale | 15.8K shares |
---|