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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
656+ 4.59% |
$9.84K - $10.4K
|
14.9K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.72K+ 19.47% |
$85.7K - $90.9K
|
35.1K
$526K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
149K+ 184.65% |
$2.23M - $2.37M
|
230K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-768- 4.75% |
$11.5K - $12.2K
|
15.4K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-106- 0.3% |
$1.59K - $1.69K
|
35.7K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
106+ 0.43% |
$1.59K - $1.69K
|
24.7K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
40.5K+ 23.33% |
$607K - $644K
|
214K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
196K+ 43.81% |
$2.95M - $3.13M
|
645K
$9.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.26KNew |
$33.9K - $35.9K
|
2.26K
$33.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-159K- 42.73% |
$2.39M - $2.53M
|
213K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.08K+ 8.9% |
$61.2K - $65K
|
50K
$749K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 15.38% |
$30K - $31.8K
|
15K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
820+ 56.55% |
$12.3K - $13K
|
2.27K
$34K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.02K- 3.01% |
$120K - $128K
|
259K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-46- 0.06% |
$690 - $732
|
71.9K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$183K - $194K
|
12.2K
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
19KNew |
$285K - $302K
|
19K
$285K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.7K+ 18.47% |
$221K - $234K
|
94.4K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.83K+ 42.15% |
$148K - $156K
|
33.2K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 2.3% |
$88.9K - $94.3K
|
263K
$3.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13.6K- 41.01% |
$204K - $216K
|
19.5K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98+ 2.33% |
$1.47K - $1.56K
|
4.3K
$64.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-14.4K- 46.17% |
$216K - $229K
|
16.8K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.21K- 9.27% |
$78.1K - $82.8K
|
51K
$764K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1K- 3.08% |
$15K - $15.9K
|
31.5K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.2KNew |
$153K - $162K
|
10.2K
$153K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
39.6K+ 81.72% |
$594K - $631K
|
88.1K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.95K+ 28.78% |
$104K - $111K
|
31.1K
$466K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
434+ 1.72% |
$6.51K - $6.9K
|
25.6K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
118KNew |
$1.77M - $1.88M
|
118K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.83K- 30.36% |
$102K - $109K
|
15.7K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
677+ 3.39% |
$10.2K - $10.8K
|
20.6K
$309K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 19.42% |
$2.19M - $2.33M
|
603K
$9.03M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.26K- 8.59% |
$64.2K - $68.3K
|
45.4K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9KNew |
$299K - $318K
|
19.9K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.84K- 44.9% |
$87.8K - $93.6K
|
7.16K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$479K - $511K
|
31.9K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
26New |
$391 - $417
|
26
$390
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
295+ 0.85% |
$4.44K - $4.73K
|
35.1K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7KNew |
$105K - $112K
|
7K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28KNew |
$422K - $449K
|
28K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.36K- 5.18% |
$20.5K - $21.9K
|
25K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$783 - $834
|
52
$779
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-113K- 22.64% |
$1.7M - $1.81M
|
387K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
327New |
$4.92K - $5.24K
|
327
$4.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
250+ 1.59% |
$3.76K - $4.01K
|
16K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
10KNew |
$151K - $160K
|
10K
$150K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11KNew |
$165K - $176K
|
11K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-128K- 43.44% |
$1.93M - $2.06M
|
167K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.19K+ 3.78% |
$32.9K - $35.1K
|
60.1K
$901K
|
|