Latest Institutional Transactions on Guggenheim Strategic Opportunities Fund (GOF)
This table provides information on the latest institutional transactions involving Guggenheim Strategic Opportunities Fund (GOF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
204K+ 122.73% |
$2.65M - $3.03M
|
370K
$5.42M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.41K+ 18.82% |
$83.3K - $95.4K
|
40.5K
$594K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
181+ 4.03% |
$2.35K - $2.7K
|
4.68K
$68.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 30.28% |
$130K - $149K
|
43K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.56K+ 2.53% |
$46.3K - $53.1K
|
144K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-290- 0.38% |
$3.77K - $4.32K
|
76.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
811K+ 12.86% |
$10.5M - $12.1M
|
7.12M
$105M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 17.41% |
$265K - $304K
|
96.8K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.28K+ 2.1% |
$16.7K - $19.1K
|
62.4K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01K+ 18.0% |
$13.2K - $15.1K
|
6.65K
$97.6K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 1.38% |
$130K - $149K
|
735K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
19.9KNew |
$259K - $297K
|
19.9K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
8.18K+ 62.34% |
$106K - $122K
|
21.3K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2KNew |
$26K - $29.8K
|
2K
$29.4K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.1K- 7.77% |
$157K - $180K
|
143K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.9K+ 8.32% |
$766K - $878K
|
767K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.4K+ 12.48% |
$487K - $558K
|
338K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
659New |
$8.57K - $9.82K
|
659
$9.67K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
145K+ 164.71% |
$1.89M - $2.16M
|
233K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.41K- 20.43% |
$122K - $140K
|
36.6K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7K- 38.39% |
$91K - $104K
|
11.2K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30.3K+ 46.15% |
$393K - $451K
|
95.8K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.07K- 7.7% |
$65.9K - $75.6K
|
60.8K
$893K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 21.49% |
$187K - $215K
|
81.4K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.4K+ 14.64% |
$837K - $960K
|
504K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.01K- 6.11% |
$26.1K - $29.9K
|
30.8K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.57K+ 2.69% |
$111K - $128K
|
326K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
90.1K+ 7.68% |
$1.17M - $1.34M
|
1.26M
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-985- 4.24% |
$12.8K - $14.7K
|
22.2K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.06K+ 2.87% |
$65.8K - $75.4K
|
181K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.06K+ 4.08% |
$78.8K - $90.3K
|
155K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.98K- 15.4% |
$117K - $134K
|
49.3K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-37.1K- 3.07% |
$482K - $552K
|
1.17M
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 3.61% |
$149K - $171K
|
306K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-202- 0.28% |
$2.63K - $3.01K
|
72.9K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 3.93% |
$198K - $227K
|
404K
$5.92M
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-28.4K- 71.79% |
$369K - $423K
|
11.2K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.15KNew |
$15K - $17.1K
|
1.15K
$16.9K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
376+ 3.02% |
$4.89K - $5.6K
|
12.8K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$19.5K - $22.4K
|
1.5K
$22K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.22K- 23.71% |
$67.8K - $77.7K
|
16.8K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.2KNew |
$184K - $211K
|
14.2K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.83KNew |
$62.7K - $71.9K
|
4.83K
$70.8K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.71K- 48.86% |
$48.2K - $55.2K
|
3.88K
$57K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-291- 1.74% |
$3.78K - $4.34K
|
16.4K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 20.58% |
$2.81M - $3.22M
|
1.27M
$18.6M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$148K - $170K
|
11.4K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.69K+ 11.35% |
$126K - $144K
|
95K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
858+ 5.23% |
$11.2K - $12.8K
|
17.3K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.44K+ 13.55% |
$18.7K - $21.5K
|
12.1K
$177K
|
|