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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.06K+ 7.59% |
$121K - $128K
|
114K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.63K+ 22.67% |
$84.5K - $89.6K
|
30.5K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.8K+ 51.34% |
$672K - $712K
|
132K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
206K+ 44.39% |
$3.09M - $3.28M
|
671K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$223K - $236K
|
14.8K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
482+ 1.04% |
$7.23K - $7.67K
|
46.8K
$701K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153K+ 145.53% |
$2.29M - $2.43M
|
258K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-558- 2.52% |
$8.37K - $8.88K
|
21.6K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
4.07KNew |
$61.1K - $64.8K
|
4.07K
$61.1K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
131KNew |
$1.96M - $2.08M
|
131K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44.3KNew |
$665K - $705K
|
44.3K
$664K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.73K- 29.57% |
$85.9K - $91.1K
|
13.6K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
21KNew |
$315K - $334K
|
21K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.1KNew |
$181K - $192K
|
12.1K
$181K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
4KNew |
$60K - $63.6K
|
4K
$60K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
584+ 5.74% |
$8.76K - $9.29K
|
10.8K
$161K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 13.5% |
$3.47M - $3.68M
|
1.94M
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.63K- 20.5% |
$84.4K - $89.5K
|
21.8K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
44+ 0.28% |
$660 - $700
|
16K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
724+ 31.59% |
$10.9K - $11.5K
|
3.02K
$45.2K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 21.51% |
$184K - $195K
|
69.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.73K+ 8.03% |
$25.9K - $27.5K
|
23.2K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
32+ 0.23% |
$480 - $509
|
13.7K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 0.83% |
$22.5K - $23.8K
|
181K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-434- 0.56% |
$6.51K - $6.9K
|
76.9K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 45.75% |
$2.86M - $3.03M
|
607K
$9.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.89K- 6.52% |
$103K - $110K
|
98.8K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
960+ 304.76% |
$14.4K - $15.3K
|
1.28K
$19.1K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-147- 0.9% |
$2.21K - $2.34K
|
16.2K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-123K- 87.89% |
$1.84M - $1.95M
|
16.9K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
29.7K+ 201.29% |
$446K - $473K
|
44.5K
$667K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
271New |
$4.07K - $4.31K
|
271
$4.06K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-8.14K- 3.41% |
$122K - $129K
|
230K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
576+ 33.98% |
$8.64K - $9.16K
|
2.27K
$34K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-770- 0.35% |
$11.6K - $12.3K
|
218K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3K+ 18.31% |
$45K - $47.7K
|
19.4K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-823- 1.06% |
$12.3K - $13.1K
|
76.5K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.3KNew |
$214K - $227K
|
14.3K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.11K- 14.74% |
$107K - $113K
|
41.1K
$617K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-72- 0.11% |
$1.08K - $1.15K
|
64.9K
$973K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
60.4K+ 37.44% |
$906K - $961K
|
222K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.1K+ 21.62% |
$1.14M - $1.21M
|
428K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.22K+ 30.86% |
$63.3K - $67.1K
|
17.9K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
43.6KNew |
$653K - $693K
|
43.6K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.2K+ 144.13% |
$497K - $528K
|
56.2K
$842K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-17K- 38.03% |
$255K - $270K
|
27.7K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9K- 8.47% |
$135K - $143K
|
97.3K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
240+ 2.37% |
$3.6K - $3.82K
|
10.4K
$155K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6.65K+ 126.88% |
$99.8K - $106K
|
11.9K
$178K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-301- 3.83% |
$4.52K - $4.79K
|
7.55K
$113K
|