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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
133KNew |
$1.7M - $2M
|
133K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$140K - $164K
|
10.9K
$141K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.06K+ 64.32% |
$90.6K - $106K
|
18K
$233K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.26K+ 2.76% |
$16.1K - $18.9K
|
46.8K
$605K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
859K+ 11.77% |
$12.7M - $13M
|
8.16M
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
525K+ 77.29% |
$7.77M - $7.95M
|
1.2M
$15.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
394K+ 21.0% |
$5.83M - $5.97M
|
2.27M
$29.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
349K+ 17.0% |
$5.16M - $5.29M
|
2.4M
$31M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
310KNew |
$4.58M - $4.69M
|
310K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
229KNew |
$3.39M - $3.47M
|
229K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
229KNew |
$3.39M - $3.47M
|
229K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 23.45% |
$2.68M - $2.74M
|
952K
$12.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
158K+ 137.31% |
$2.35M - $2.4M
|
274K
$3.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
142KNew |
$2.1M - $2.15M
|
142K
$1.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
108K+ 34.19% |
$1.6M - $1.64M
|
424K
$5.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
101KNew |
$1.5M - $1.54M
|
101K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.9KNew |
$1.29M - $1.32M
|
86.9K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
85.7K+ 30.22% |
$1.27M - $1.3M
|
369K
$4.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.5KNew |
$1.19M - $1.22M
|
80.5K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
79.4K+ 10.72% |
$1.18M - $1.2M
|
820K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
69.6K+ 75.15% |
$1.03M - $1.05M
|
162K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66K+ 9.03% |
$977K - $1M
|
797K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
58.3K+ 3.83% |
$863K - $884K
|
1.58M
$20.4M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
56.3KNew |
$833K - $853K
|
56.3K
$727K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.5K+ 23.48% |
$821K - $840K
|
292K
$3.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.9K+ 31.77% |
$665K - $681K
|
186K
$2.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
38.8K+ 8.96% |
$575K - $589K
|
473K
$6.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
35.9KNew |
$532K - $544K
|
35.9K
$464K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
31.2K+ 44.06% |
$461K - $472K
|
102K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.1K+ 3.76% |
$446K - $456K
|
831K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.7K+ 28.95% |
$439K - $450K
|
132K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.6K+ 13.75% |
$423K - $433K
|
236K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
25.9KNew |
$384K - $393K
|
25.9K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25K+ 126.65% |
$370K - $379K
|
44.8K
$578K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22.9K+ 27.3% |
$338K - $346K
|
107K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.1K+ 28.11% |
$327K - $334K
|
101K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.5K+ 194.06% |
$289K - $296K
|
29.6K
$382K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 3.92% |
$247K - $252K
|
441K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6KNew |
$186K - $190K
|
12.6K
$162K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.6K+ 26.71% |
$171K - $175K
|
54.9K
$709K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.9KNew |
$161K - $165K
|
10.9K
$140K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9K+ 46.85% |
$161K - $165K
|
34.1K
$440K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10.8K+ 2.42% |
$159K - $163K
|
456K
$5.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.5K+ 37.66% |
$156K - $160K
|
38.5K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 9.67% |
$154K - $158K
|
118K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.66K+ 74.87% |
$143K - $146K
|
22.6K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
9.04K+ 4.17% |
$134K - $137K
|
226K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.35K+ 9.31% |
$124K - $127K
|
98K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.34K+ 11.32% |
$123K - $126K
|
82.1K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.1K+ 5.57% |
$120K - $123K
|
154K
$1.98M
|
|