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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 22.41% |
$139K - $158K
|
55.2K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 2.65% |
$27.5K - $31.3K
|
77.5K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
200+ 0.9% |
$2.75K - $3.13K
|
22.5K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.56K- 3.48% |
$21.5K - $24.5K
|
43.3K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.4K- 11.38% |
$143K - $163K
|
80.9K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 11.93% |
$33K - $37.6K
|
22.5K
$338K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-4.27K- 12.11% |
$58.7K - $66.9K
|
31K
$465K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
608+ 20.58% |
$9.12K - $9.67K
|
3.56K
$53.4K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.01K+ 8.81% |
$30.2K - $32K
|
24.8K
$372K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23.8K- 44.73% |
$357K - $379K
|
29.4K
$441K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
19.4KNew |
$291K - $309K
|
19.4K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 6.78% |
$10.5K - $11.1K
|
11K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
199+ 1.79% |
$2.99K - $3.17K
|
11.3K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$197K - $208K
|
13.1K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8KNew |
$176K - $187K
|
11.8K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.6K+ 15.2% |
$369K - $391K
|
186K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 6.48% |
$164K - $174K
|
180K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.76K+ 11.11% |
$86.4K - $91.6K
|
57.6K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.7K- 8.1% |
$700K - $742K
|
530K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 1.73% |
$1.75M - $1.85M
|
6.86M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
119+ 3.76% |
$1.79K - $1.89K
|
3.29K
$49.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 0.94% |
$15K - $15.9K
|
105K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24+ 3.68% |
$360 - $382
|
677
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.2KNew |
$333K - $353K
|
22.2K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.1K+ 110.14% |
$586K - $622K
|
74.5K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.6K+ 57.28% |
$429K - $455K
|
78.5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.94KNew |
$44.1K - $46.8K
|
2.94K
$44.1K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.63KNew |
$24.4K - $25.9K
|
1.63K
$24.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 2.98% |
$268K - $285K
|
618K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.35K+ 45.85% |
$95.2K - $101K
|
20.2K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.7K- 37.31% |
$386K - $409K
|
43.2K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-976- 1.34% |
$14.6K - $15.5K
|
72K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
381+ 1.4% |
$5.72K - $6.06K
|
27.6K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-349- 1.16% |
$5.24K - $5.55K
|
29.7K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.27K+ 142.33% |
$94.1K - $99.8K
|
10.7K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.2K- 19.47% |
$63K - $66.9K
|
17.4K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
471K+ 144.41% |
$7.06M - $7.49M
|
796K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85.8K+ 14.38% |
$1.29M - $1.37M
|
683K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-85.6K- 48.19% |
$1.28M - $1.36M
|
92.1K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
58.4K+ 8.73% |
$876K - $929K
|
727K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
468K+ 42.35% |
$7.02M - $7.44M
|
1.57M
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.61K+ 3.89% |
$24.2K - $25.7K
|
43.1K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.9K+ 20.8% |
$314K - $333K
|
122K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
528K+ 82.84% |
$7.91M - $8.39M
|
1.16M
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
929+ 19.75% |
$13.9K - $14.8K
|
5.63K
$84.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 2.68% |
$17.4K - $18.4K
|
44.4K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
247K+ 20.17% |
$3.71M - $3.93M
|
1.47M
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96+ 0.85% |
$1.44K - $1.53K
|
11.3K
$170K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.63K+ 22.67% |
$84.5K - $89.6K
|
30.5K
$457K
|
|