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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 20.45% |
$1.8M - $2.05M
|
771K
$11.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
79New |
$1.09K - $1.24K
|
79
$1.19K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325New |
$4.47K - $5.09K
|
325
$4.9K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15K- 33.05% |
$206K - $235K
|
30.4K
$458K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.6K+ 100.72% |
$407K - $464K
|
59K
$891K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
434K+ 6.33% |
$5.97M - $6.8M
|
7.3M
$110M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12K+ 11.86% |
$70.3K - $80.1K
|
48.2K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.93K+ 6.61% |
$40.3K - $45.9K
|
47.3K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-288- 2.55% |
$3.96K - $4.51K
|
11K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.79K- 5.26% |
$52.1K - $59.4K
|
68.2K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5K+ 11.52% |
$295K - $336K
|
208K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.6K+ 14.19% |
$255K - $291K
|
149K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.86K+ 0.61% |
$66.8K - $76.2K
|
801K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55K+ 2.43% |
$35.1K - $40K
|
108K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
50.3K+ 3.41% |
$691K - $787K
|
1.52M
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-40K- 10.34% |
$550K - $626K
|
347K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.4K+ 4.03% |
$293K - $334K
|
551K
$8.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.9K+ 113.53% |
$204K - $233K
|
28K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-24- 0.03% |
$330 - $376
|
78.5K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.56K+ 63.28% |
$49K - $55.8K
|
9.2K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42.1K- 45.75% |
$579K - $659K
|
49.9K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85.5K+ 198.03% |
$1.17M - $1.34M
|
129K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-206K- 17.71% |
$2.83M - $3.23M
|
958K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.03K- 1.78% |
$14.1K - $16.1K
|
56.5K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
301+ 3.99% |
$4.14K - $4.71K
|
7.85K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.7K+ 6.58% |
$559K - $637K
|
659K
$9.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.12K- 4.19% |
$42.9K - $48.9K
|
71.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
865+ 1.85% |
$11.9K - $13.5K
|
47.6K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14KNew |
$192K - $219K
|
14K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.54K- 70.57% |
$104K - $118K
|
3.14K
$47.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
515+ 2.55% |
$7.08K - $8.06K
|
20.7K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 11.09% |
$274K - $312K
|
200K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
13.2K+ 75.97% |
$181K - $207K
|
30.6K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.43K+ 6.94% |
$116K - $132K
|
130K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.59K+ 22.24% |
$49.4K - $56.3K
|
19.7K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 240.21% |
$141K - $160K
|
14.5K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
4KNew |
$55K - $62.6K
|
4K
$60.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.7K+ 22.94% |
$78.3K - $89.2K
|
30.5K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 5.57% |
$1.49M - $1.69M
|
2.05M
$31M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58K+ 8.49% |
$797K - $908K
|
741K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.09K- 1.83% |
$28.7K - $32.7K
|
112K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.04K+ 4.14% |
$124K - $142K
|
227K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$481 - $548
|
11.4K
$172K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.67K+ 3.72% |
$50.5K - $57.5K
|
103K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 5.09% |
$21.3K - $24.3K
|
28.9K
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.7K+ 9.56% |
$174K - $199K
|
145K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
106+ 3.51% |
$1.46K - $1.66K
|
3.12K
$47.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-798- 3.66% |
$11K - $12.5K
|
21K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.51K+ 21.97% |
$48.2K - $55K
|
19.5K
$294K
|