Latest Institutional Purchases of Guggenheim Strategic Opportunities Fund (GOF)
This list provides information on the latest institutional transactions involving Guggenheim Strategic Opportunities Fund (GOF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
18MNew |
$247M - $281M
|
18M
$271M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
434K+ 6.33% |
$5.97M - $6.8M
|
7.3M
$110M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
305K+ 19.36% |
$4.18M - $4.77M
|
1.88M
$28.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
303K+ 70.77% |
$4.16M - $4.74M
|
731K
$11M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
232K+ 108.65% |
$3.18M - $3.63M
|
445K
$6.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 20.45% |
$1.8M - $2.05M
|
771K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 5.57% |
$1.49M - $1.69M
|
2.05M
$31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
94.5K+ 42.6% |
$1.3M - $1.48M
|
316K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85.5K+ 198.03% |
$1.17M - $1.34M
|
129K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.6K+ 11.96% |
$997K - $1.14M
|
679K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
68.7K+ 327.63% |
$944K - $1.08M
|
89.7K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58K+ 8.49% |
$797K - $908K
|
741K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
50.6KNew |
$695K - $792K
|
50.6K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
50.3K+ 3.41% |
$691K - $787K
|
1.52M
$23M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
48.1K+ 108.18% |
$661K - $754K
|
92.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.7K+ 6.58% |
$559K - $637K
|
659K
$9.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40.2K+ 92.31% |
$552K - $630K
|
83.8K
$1.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.6K+ 100.72% |
$407K - $464K
|
59K
$891K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
27.3K+ 30.97% |
$375K - $427K
|
115K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5K+ 11.52% |
$295K - $336K
|
208K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.4K+ 4.03% |
$293K - $334K
|
551K
$8.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.3K+ 7.7% |
$279K - $318K
|
284K
$4.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 11.09% |
$274K - $312K
|
200K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.6K+ 14.19% |
$255K - $291K
|
149K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6KNew |
$242K - $276K
|
17.6K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.9K+ 113.53% |
$204K - $233K
|
28K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14KNew |
$192K - $219K
|
14K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
13.2K+ 75.97% |
$181K - $207K
|
30.6K
$462K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.7K+ 9.56% |
$174K - $199K
|
145K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.3KNew |
$169K - $193K
|
12.3K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.1KNew |
$152K - $173K
|
11.1K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$152K - $173K
|
11K
$166K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.3KNew |
$141K - $161K
|
10.3K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 240.21% |
$141K - $160K
|
14.5K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 22.41% |
$139K - $158K
|
55.2K
$833K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.48K+ 7.19% |
$130K - $149K
|
141K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.04K+ 4.14% |
$124K - $142K
|
227K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.43K+ 6.94% |
$116K - $132K
|
130K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.36K+ 56.32% |
$115K - $131K
|
23.2K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
8.2K+ 3.56% |
$113K - $128K
|
238K
$3.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.35K+ 22.98% |
$87.3K - $99.5K
|
34K
$513K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.7K+ 22.94% |
$78.3K - $89.2K
|
30.5K
$461K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12K+ 11.86% |
$70.3K - $80.1K
|
48.2K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.86K+ 0.61% |
$66.8K - $76.2K
|
801K
$12.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.86K+ 28.94% |
$66.8K - $76.1K
|
21.7K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
4KNew |
$55K - $62.6K
|
4K
$60.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.67K+ 3.72% |
$50.5K - $57.5K
|
103K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.59K+ 22.24% |
$49.4K - $56.3K
|
19.7K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.56K+ 63.28% |
$49K - $55.8K
|
9.2K
$139K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.56K+ 24.95% |
$48.9K - $55.7K
|
17.8K
$269K
|