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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 0.37% |
$25.6K - $27K
|
456K
$6.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
372+ 1.53% |
$5.56K - $5.86K
|
24.7K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.1KNew |
$480K - $507K
|
32.1K
$491K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-80- 2.09% |
$1.2K - $1.26K
|
3.76K
$57.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
743+ 3.29% |
$11.1K - $11.7K
|
23.3K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.28K+ 0.39% |
$19.2K - $20.2K
|
334K
$5.1M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-5.47K- 1.82% |
$81.7K - $86.2K
|
296K
$4.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.96K+ 566.37% |
$104K - $110K
|
8.18K
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.25K- 15.88% |
$18.6K - $19.7K
|
6.61K
$101K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
630+ 1.99% |
$9.41K - $9.93K
|
32.3K
$493K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20.3KNew |
$303K - $320K
|
20.3K
$310K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4KNew |
$59.8K - $63K
|
4K
$61K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.19K- 3.1% |
$32.8K - $34.6K
|
68.5K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.9KNew |
$28.4K - $30K
|
1.9K
$29K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.38K+ 5.38% |
$20.6K - $21.7K
|
27K
$412K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-601- 62.22% |
$8.98K - $9.47K
|
365
$5.57K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98K+ 3.25% |
$29.5K - $31.1K
|
62.7K
$957K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.52K- 5.63% |
$82.4K - $86.9K
|
92.5K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
573+ 3.36% |
$8.56K - $9.03K
|
17.6K
$269K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.5K+ 15.02% |
$97.1K - $102K
|
49.7K
$759K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.28K+ 9.74% |
$49K - $51.7K
|
37K
$564K
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
20.4KNew |
$282K - $305K
|
20.4K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.13K+ 1.54% |
$15.5K - $16.8K
|
74K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.21K- 9.45% |
$16.7K - $18.1K
|
11.6K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
428New |
$5.91K - $6.4K
|
428
$6.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63New |
$869 - $942
|
63
$961
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.3KNew |
$155K - $168K
|
11.3K
$172K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-285- 5.01% |
$3.93K - $4.26K
|
5.41K
$82.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.71K- 48.8% |
$23.6K - $25.6K
|
1.79K
$27.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.31K+ 37.74% |
$59.5K - $64.4K
|
15.7K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
13.5KNew |
$186K - $202K
|
13.5K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$34.5K - $37.4K
|
2.5K
$38.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
20.8KNew |
$287K - $311K
|
20.8K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19.1K+ 149.63% |
$263K - $285K
|
31.8K
$486K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$140K - $152K
|
10.2K
$155K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-500- 4.34% |
$6.9K - $7.48K
|
11K
$168K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.83K+ 10.6% |
$25.3K - $27.4K
|
19.1K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.16K- 10.35% |
$15.9K - $17.3K
|
10K
$153K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
40New |
$552 - $598
|
40
$610
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200New |
$2.76K - $2.99K
|
200
$3.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.53K+ 15.31% |
$21.1K - $22.9K
|
11.5K
$176K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.28KNew |
$31.4K - $34K
|
2.28K
$34.7K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600+ 5.26% |
$8.28K - $8.97K
|
12K
$183K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
32New |
$442 - $478
|
32
$488
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75New |
$1.04K - $1.12K
|
75
$1.14K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
181+ 4.03% |
$2.35K - $2.7K
|
4.68K
$71.4K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
659New |
$8.57K - $9.82K
|
659
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7K- 38.39% |
$91K - $104K
|
11.2K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.06K+ 2.87% |
$65.8K - $75.4K
|
181K
$2.77M
|
|