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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40.2K+ 92.31% |
$552K - $630K
|
83.8K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 0.97% |
$302 - $345
|
2.29K
$34.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
8.2K+ 3.56% |
$113K - $128K
|
238K
$3.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 19.93% |
$29.5K - $33.6K
|
12.9K
$195K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 2.39% |
$25.3K - $28.8K
|
78.7K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.6K+ 11.96% |
$997K - $1.14M
|
679K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
354+ 1.19% |
$4.86K - $5.54K
|
30K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 54.7% |
$167K - $190K
|
10.1K
$152K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$152K - $173K
|
11K
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.07% |
$15.1K - $17.2K
|
36.8K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.48K+ 7.19% |
$130K - $149K
|
141K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6KNew |
$242K - $276K
|
17.6K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2.91K+ 1.36% |
$39.9K - $45.5K
|
217K
$3.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-349- 2.34% |
$4.8K - $5.47K
|
14.6K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
305K+ 19.36% |
$4.18M - $4.77M
|
1.88M
$28.3M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 2.26% |
$13.7K - $15.7K
|
43.3K
$654K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.82K+ 13.02% |
$38.7K - $44.1K
|
24.4K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.58K- 16.09% |
$35.4K - $40.4K
|
13.4K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-370K- 55.21% |
$5.09M - $5.8M
|
301K
$4.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.27K- 2.36% |
$58.7K - $66.9K
|
177K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
840+ 3.61% |
$11.5K - $13.2K
|
24.1K
$363K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.81K- 6.78% |
$52.3K - $59.7K
|
52.4K
$790K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.7K+ 14.2% |
$37.1K - $42.3K
|
21.7K
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
244+ 0.32% |
$3.35K - $3.82K
|
76.8K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
48.1K+ 108.18% |
$661K - $754K
|
92.6K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.08% |
$124 - $141
|
11.9K
$180K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-104K- 88.26% |
$1.43M - $1.63M
|
13.8K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
68.7K+ 327.63% |
$944K - $1.08M
|
89.7K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.3KNew |
$169K - $193K
|
12.3K
$186K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-35.9K- 13.87% |
$493K - $562K
|
223K
$3.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
232K+ 108.65% |
$3.18M - $3.63M
|
445K
$6.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-409K- 63.37% |
$5.61M - $6.4M
|
236K
$3.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.56K+ 24.95% |
$48.9K - $55.7K
|
17.8K
$269K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
745+ 1.49% |
$10.2K - $11.7K
|
50.7K
$765K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
303K+ 70.77% |
$4.16M - $4.74M
|
731K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
27.3K+ 30.97% |
$375K - $427K
|
115K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-8.66K- 13.34% |
$119K - $136K
|
56.3K
$849K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.86K+ 28.94% |
$66.8K - $76.1K
|
21.7K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-273- 2.63% |
$3.75K - $4.28K
|
10.1K
$152K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 2.89% |
$16.4K - $18.7K
|
42.3K
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
529+ 3.43% |
$7.27K - $8.28K
|
15.9K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.86K- 21.77% |
$94.2K - $107K
|
24.6K
$372K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.75K- 4.88% |
$65.3K - $74.4K
|
92.5K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-879- 6.44% |
$12.1K - $13.8K
|
12.8K
$193K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-197K- 76.42% |
$2.71M - $3.08M
|
60.7K
$917K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
443+ 0.19% |
$6.09K - $6.94K
|
230K
$3.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
80+ 6.27% |
$1.1K - $1.25K
|
1.36K
$20.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.8K- 99.43% |
$231K - $264K
|
97
$1.46K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
115+ 0.47% |
$1.58K - $1.8K
|
24.8K
$375K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.36K+ 56.32% |
$115K - $131K
|
23.2K
$350K
|