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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 15.38% |
$30K - $31.8K
|
15K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$183K - $194K
|
12.2K
$184K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.7K+ 18.47% |
$221K - $234K
|
94.4K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.83K+ 42.15% |
$148K - $156K
|
33.2K
$500K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.21K- 9.27% |
$78.1K - $82.8K
|
51K
$769K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9KNew |
$299K - $318K
|
19.9K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.84K- 44.9% |
$87.8K - $93.6K
|
7.16K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$479K - $511K
|
31.9K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
26New |
$391 - $417
|
26
$392
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
295+ 0.85% |
$4.44K - $4.73K
|
35.1K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28KNew |
$422K - $449K
|
28K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7KNew |
$105K - $112K
|
7K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$783 - $834
|
52
$785
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
327New |
$4.92K - $5.24K
|
327
$4.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.36K- 5.18% |
$20.5K - $21.9K
|
25K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
10KNew |
$151K - $160K
|
10K
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-128K- 43.44% |
$1.93M - $2.06M
|
167K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11KNew |
$165K - $176K
|
11K
$166K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.6KNew |
$294K - $313K
|
19.6K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.65KNew |
$55K - $58.6K
|
3.65K
$55.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2K+ 66.67% |
$30.1K - $32.1K
|
5K
$75.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 4.52% |
$27K - $28.7K
|
37.9K
$571K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
552New |
$8.31K - $8.85K
|
552
$8.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
47.2KNew |
$710K - $757K
|
47.2K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-880- 4.34% |
$13.2K - $14.1K
|
19.4K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
51.9KNew |
$782K - $832K
|
51.9K
$784K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$159K - $169K
|
10.5K
$159K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
92+ 1.39% |
$1.38K - $1.47K
|
6.7K
$101K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-921- 55.05% |
$13.9K - $14.8K
|
752
$11.3K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
724+ 40.36% |
$10.8K - $11.4K
|
2.52K
$38K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.29K- 6.45% |
$19.3K - $20.4K
|
18.8K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
101New |
$1.51K - $1.59K
|
101
$1.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
990+ 7.38% |
$14.8K - $15.6K
|
14.4K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-671- 3.06% |
$10K - $10.6K
|
21.3K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.5K+ 36.13% |
$261K - $275K
|
65.8K
$993K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$35.3K - $37.3K
|
2.36K
$35.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$36.8K - $38.8K
|
2.46K
$37.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
750New |
$11.2K - $11.8K
|
750
$11.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$152K - $161K
|
10.2K
$154K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
416+ 0.21% |
$6.22K - $6.56K
|
196K
$2.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32Closed |
$478 - $504
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
11.8KNew |
$176K - $186K
|
11.8K
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-334- 22.37% |
$4.99K - $5.26K
|
1.16K
$17.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 8.09% |
$312K - $329K
|
279K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.3K+ 39.63% |
$856K - $903K
|
202K
$3.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.9KNew |
$28.4K - $30K
|
1.9K
$28.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4KNew |
$59.8K - $63K
|
4K
$60.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-601- 62.22% |
$8.98K - $9.47K
|
365
$5.51K
|
|