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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.72K+ 18.21% |
$56K - $59.6K
|
24.1K
$381K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.26K- 8.59% |
$64.2K - $68.3K
|
45.4K
$716K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
653New |
$9.83K - $10.5K
|
653
$10.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
93+ 1.2% |
$1.4K - $1.49K
|
7.85K
$124K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
16.2K+ 50.27% |
$244K - $260K
|
48.5K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.4K+ 10.52% |
$232K - $247K
|
162K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 1.27% |
$231K - $246K
|
1.23M
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45.5K- 21.23% |
$685K - $730K
|
169K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.76K+ 8.83% |
$56.5K - $60.2K
|
46.3K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 3.68% |
$258K - $275K
|
448K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
127K+ 28.32% |
$1.91M - $2.04M
|
576K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.84K- 44.9% |
$87.8K - $93.6K
|
7.16K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9KNew |
$299K - $318K
|
19.9K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
231+ 2.12% |
$3.48K - $3.7K
|
11.1K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3KNew |
$155K - $165K
|
10.3K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$479K - $511K
|
31.9K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 19.27% |
$33.7K - $35.9K
|
13.8K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-206K- 25.55% |
$3.1M - $3.3M
|
601K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7KNew |
$105K - $112K
|
7K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.17KNew |
$47.7K - $50.8K
|
3.17K
$50K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.09K+ 1.9% |
$61.6K - $65.6K
|
219K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28KNew |
$422K - $449K
|
28K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46.3K- 56.64% |
$697K - $743K
|
35.5K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
95+ 0.44% |
$1.43K - $1.52K
|
21.6K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.2KNew |
$169K - $180K
|
11.2K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
295+ 0.85% |
$4.44K - $4.73K
|
35.1K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-562K- 7.69% |
$8.46M - $9.01M
|
6.75M
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
26New |
$391 - $417
|
26
$410
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.37K- 3.14% |
$35.6K - $37.9K
|
73K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.56K+ 6.58% |
$98.7K - $105K
|
106K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-367- 1.21% |
$5.52K - $5.88K
|
30K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.5K+ 6.7% |
$564K - $600K
|
597K
$9.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.06K- 8.74% |
$31K - $33K
|
21.5K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.8K+ 11.19% |
$493K - $526K
|
326K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$783 - $834
|
52
$820
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.7K+ 83.96% |
$297K - $316K
|
43.2K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-113K- 22.64% |
$1.7M - $1.81M
|
387K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-50- 0.21% |
$753 - $802
|
23.3K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.48K+ 7.19% |
$52.3K - $55.7K
|
51.8K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
327New |
$4.92K - $5.24K
|
327
$5.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.9K+ 13.0% |
$720K - $767K
|
416K
$6.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.36K- 5.18% |
$20.5K - $21.9K
|
25K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 2.54% |
$262K - $279K
|
669K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
10KNew |
$151K - $160K
|
10K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26- 0.55% |
$391 - $417
|
4.7K
$74.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88K+ 4.73% |
$28.2K - $30.1K
|
41.5K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.5K+ 9.83% |
$474K - $505K
|
352K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
250+ 1.59% |
$3.76K - $4.01K
|
16K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.66K- 1.99% |
$55K - $58.6K
|
180K
$2.83M
|