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 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2.91K+ 1.36% |
$39.9K - $45.5K
|
217K
$2.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-349- 2.34% |
$4.8K - $5.47K
|
14.6K
$193K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
305K+ 19.36% |
$4.18M - $4.77M
|
1.88M
$24.9M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 2.26% |
$13.7K - $15.7K
|
43.3K
$574K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.58K- 16.09% |
$35.4K - $40.4K
|
13.4K
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.27K- 2.36% |
$58.7K - $66.9K
|
177K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
840+ 3.61% |
$11.5K - $13.2K
|
24.1K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.81K- 6.78% |
$52.3K - $59.7K
|
52.4K
$694K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.7K+ 14.2% |
$37.1K - $42.3K
|
21.7K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
244+ 0.32% |
$3.35K - $3.82K
|
76.8K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
48.1K+ 108.18% |
$661K - $754K
|
92.6K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.08% |
$124 - $141
|
11.9K
$158K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-104K- 88.26% |
$1.43M - $1.63M
|
13.8K
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
68.7K+ 327.63% |
$944K - $1.08M
|
89.7K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.3KNew |
$169K - $193K
|
12.3K
$163K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
232K+ 108.65% |
$3.18M - $3.63M
|
445K
$5.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-409K- 63.37% |
$5.61M - $6.4M
|
236K
$3.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.56K+ 24.95% |
$48.9K - $55.7K
|
17.8K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
745+ 1.49% |
$10.2K - $11.7K
|
50.7K
$672K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
303K+ 70.77% |
$4.16M - $4.74M
|
731K
$9.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-273- 2.63% |
$3.75K - $4.28K
|
10.1K
$134K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.86K- 21.77% |
$94.2K - $107K
|
24.6K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 2.89% |
$16.4K - $18.7K
|
42.3K
$561K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.75K- 4.88% |
$65.3K - $74.4K
|
92.5K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-879- 6.44% |
$12.1K - $13.8K
|
12.8K
$169K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
80+ 6.27% |
$1.1K - $1.25K
|
1.36K
$18K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-197K- 76.42% |
$2.71M - $3.08M
|
60.7K
$805K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.8K- 99.43% |
$231K - $264K
|
97
$1.29K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302K- 41.59% |
$4.16M - $4.74M
|
425K
$5.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.3KNew |
$141K - $161K
|
10.3K
$136K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$27.6K - $31.4K
|
2.01K
$26.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18+ 2.66% |
$247 - $282
|
695
$9.21K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
94.5K+ 42.6% |
$1.3M - $1.48M
|
316K
$4.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.53K- 10.75% |
$21K - $23.9K
|
12.7K
$168K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.49K+ 4.8% |
$20.5K - $23.4K
|
32.6K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
817+ 3.96% |
$11.2K - $12.8K
|
21.4K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.1KNew |
$152K - $173K
|
11.1K
$147K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
916+ 1.33% |
$12.6K - $14.3K
|
70K
$928K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.28K- 99.4% |
$58.8K - $67K
|
26
$345
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
18MNew |
$247M - $281M
|
18M
$238M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 11.93% |
$33K - $37.6K
|
22.5K
$298K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-4.27K- 12.11% |
$58.7K - $66.9K
|
31K
$411K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.1KNew |
$902K - $956K
|
60.1K
$797K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
608+ 20.58% |
$9.12K - $9.67K
|
3.56K
$47.2K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
19.4KNew |
$291K - $309K
|
19.4K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.94KNew |
$44.1K - $46.8K
|
2.94K
$39K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 6.78% |
$10.5K - $11.1K
|
11K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$197K - $208K
|
13.1K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8KNew |
$176K - $187K
|
11.8K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
119+ 3.76% |
$1.79K - $1.89K
|
3.29K
$43.6K
|
|