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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
637KNew |
$9.59M - $10.2M
|
637K
$9.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-310- 1.9% |
$4.67K - $4.97K
|
16K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.51K- 31.41% |
$97.9K - $104K
|
14.2K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6K+ 22.64% |
$90.3K - $96.2K
|
32.5K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.9K+ 21.6% |
$269K - $286K
|
101K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
384K+ 53.33% |
$5.78M - $6.16M
|
1.1M
$17.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
173KNew |
$2.61M - $2.78M
|
173K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.65KNew |
$55K - $58.6K
|
3.65K
$56.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.63K+ 18.89% |
$54.6K - $58.1K
|
22.8K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14K+ 11.12% |
$210K - $224K
|
140K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2K+ 66.67% |
$30.1K - $32.1K
|
5K
$77.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.86K+ 27.37% |
$148K - $158K
|
45.9K
$712K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
519+ 0.68% |
$7.81K - $8.32K
|
77.4K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 8.4% |
$188K - $200K
|
161K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 4.52% |
$27K - $28.7K
|
37.9K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47K+ 3.42% |
$52.2K - $55.6K
|
105K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
509+ 13.55% |
$7.66K - $8.16K
|
4.27K
$66.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6.93K- 20.16% |
$104K - $111K
|
27.5K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.16K- 2.9% |
$47.6K - $50.7K
|
106K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
552New |
$8.31K - $8.85K
|
552
$8.57K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-300K- 92.88% |
$4.52M - $4.81M
|
23K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.3KNew |
$245K - $261K
|
16.3K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.88K+ 5.46% |
$104K - $110K
|
133K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
47.2KNew |
$710K - $757K
|
47.2K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$23.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
108KNew |
$1.62M - $1.73M
|
108K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.32K+ 14.55% |
$80K - $85.2K
|
41.9K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-13.6K- 14.4% |
$204K - $217K
|
80.7K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16.4KNew |
$247K - $263K
|
16.4K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.9KNew |
$223K - $238K
|
14.9K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-880- 4.34% |
$13.2K - $14.1K
|
19.4K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$23.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 50.11% |
$242K - $258K
|
48.3K
$749K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.73K+ 3.12% |
$26K - $27.7K
|
57K
$885K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
13.6KNew |
$205K - $219K
|
13.6K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
101+ 0.41% |
$1.52K - $1.62K
|
24.6K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.17K+ 15.43% |
$62.8K - $66.9K
|
31.2K
$484K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.67K+ 13.89% |
$25.1K - $26.7K
|
13.7K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21K- 32.0% |
$316K - $337K
|
44.6K
$693K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.06K- 2.79% |
$31.1K - $33.1K
|
72K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$153K - $163K
|
10.2K
$158K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 99.79% |
$123K - $131K
|
17
$264
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
679+ 2.09% |
$10.2K - $10.9K
|
33.1K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$196K - $208K
|
13K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
51.9KNew |
$782K - $832K
|
51.9K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.48K+ 5.96% |
$67.4K - $71.8K
|
79.6K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25K+ 13.15% |
$124K - $132K
|
71K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256+ 2.44% |
$3.85K - $4.1K
|
10.8K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
944+ 4.45% |
$14.2K - $15.1K
|
22.2K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11K+ 11.49% |
$165K - $176K
|
106K
$1.65M
|