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
$267M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
94.5K+ 42.6% |
$1.3M - $1.48M
|
316K
$4.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
50.6KNew |
$695K - $792K
|
50.6K
$752K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.3K+ 7.7% |
$279K - $318K
|
284K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11.1KNew |
$152K - $173K
|
11.1K
$165K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.3KNew |
$141K - $161K
|
10.3K
$153K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1K+ 22.41% |
$139K - $158K
|
55.2K
$821K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.35K+ 22.98% |
$87.3K - $99.5K
|
34K
$506K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.5K+ 9.98% |
$48.1K - $54.8K
|
38.6K
$573K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 11.93% |
$33K - $37.6K
|
22.5K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$27.6K - $31.4K
|
2.01K
$29.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 2.65% |
$27.5K - $31.3K
|
77.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.79K+ 2.48% |
$24.6K - $28K
|
73.7K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.49K+ 4.8% |
$20.5K - $23.4K
|
32.6K
$485K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.99% |
$19.6K - $22.4K
|
19.3K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.33K+ 8.48% |
$18.2K - $20.8K
|
17K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 5.16% |
$13.7K - $15.7K
|
20.4K
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
916+ 1.33% |
$12.6K - $14.3K
|
70K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
817+ 3.96% |
$11.2K - $12.8K
|
21.4K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
529+ 2.71% |
$7.27K - $8.28K
|
20.1K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
476+ 1.86% |
$6.54K - $7.45K
|
26.1K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
384+ 3.76% |
$5.28K - $6.01K
|
10.6K
$157K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
200+ 0.9% |
$2.75K - $3.13K
|
22.5K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18+ 2.66% |
$247 - $282
|
695
$10.3K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
528K+ 82.84% |
$7.91M - $8.39M
|
1.16M
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
471K+ 144.41% |
$7.06M - $7.49M
|
796K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
468K+ 42.35% |
$7.02M - $7.44M
|
1.57M
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
247K+ 20.17% |
$3.71M - $3.93M
|
1.47M
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 13.5% |
$3.47M - $3.68M
|
1.94M
$28.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
206K+ 44.39% |
$3.09M - $3.28M
|
671K
$9.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
196K+ 43.81% |
$2.95M - $3.13M
|
645K
$9.59M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 45.75% |
$2.86M - $3.03M
|
607K
$9.02M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153K+ 145.53% |
$2.29M - $2.43M
|
258K
$3.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
149K+ 184.65% |
$2.23M - $2.37M
|
230K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
131KNew |
$1.96M - $2.08M
|
131K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
118KNew |
$1.77M - $1.88M
|
118K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 1.73% |
$1.75M - $1.85M
|
6.86M
$102M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85.8K+ 14.38% |
$1.29M - $1.37M
|
683K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.1K+ 21.62% |
$1.14M - $1.21M
|
428K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
58.4K+ 8.73% |
$876K - $929K
|
727K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.8K+ 51.34% |
$672K - $712K
|
132K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44.3KNew |
$665K - $705K
|
44.3K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
43.6KNew |
$653K - $693K
|
43.6K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
40.5K+ 23.33% |
$607K - $644K
|
214K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
39.6K+ 81.72% |
$594K - $631K
|
88.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.1K+ 110.14% |
$586K - $622K
|
74.5K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.2K+ 144.13% |
$497K - $528K
|
56.2K
$835K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
29.7K+ 201.29% |
$446K - $473K
|
44.5K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.6K+ 57.28% |
$429K - $455K
|
78.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.6K+ 15.2% |
$369K - $391K
|
186K
$2.77M
|
|