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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
21KNew |
$315K - $334K
|
21K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.9K+ 20.8% |
$314K - $333K
|
122K
$1.81M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
19.4KNew |
$291K - $309K
|
19.4K
$289K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
19KNew |
$285K - $302K
|
19K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 2.98% |
$268K - $285K
|
618K
$9.23M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$223K - $236K
|
14.8K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.7K+ 18.47% |
$221K - $234K
|
94.4K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.3KNew |
$214K - $227K
|
14.3K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$197K - $208K
|
13.1K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 21.51% |
$184K - $195K
|
69.3K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$183K - $194K
|
12.2K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.1KNew |
$181K - $192K
|
12.1K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8KNew |
$176K - $187K
|
11.8K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 6.48% |
$164K - $174K
|
180K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.83K+ 42.15% |
$148K - $156K
|
33.2K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.06K+ 7.59% |
$121K - $128K
|
114K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6.65K+ 126.88% |
$99.8K - $106K
|
11.9K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.35K+ 45.85% |
$95.2K - $101K
|
20.2K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.27K+ 142.33% |
$94.1K - $99.8K
|
10.7K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.76K+ 11.11% |
$86.4K - $91.6K
|
57.6K
$859K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.63K+ 22.67% |
$84.5K - $89.6K
|
30.5K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.08K+ 8.9% |
$61.2K - $65K
|
50K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
4.07KNew |
$61.1K - $64.8K
|
4.07K
$60.8K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
4KNew |
$60K - $63.6K
|
4K
$59.7K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.94KNew |
$44.1K - $46.8K
|
2.94K
$43.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.26KNew |
$33.9K - $35.9K
|
2.26K
$33.7K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.01K+ 8.81% |
$30.2K - $32K
|
24.8K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 15.38% |
$30K - $31.8K
|
15K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.73K+ 8.03% |
$25.9K - $27.5K
|
23.2K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.63KNew |
$24.4K - $25.9K
|
1.63K
$24.2K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.61K+ 3.89% |
$24.2K - $25.7K
|
43.1K
$643K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 0.83% |
$22.5K - $23.8K
|
181K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 2.68% |
$17.4K - $18.4K
|
44.4K
$663K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
960+ 304.76% |
$14.4K - $15.3K
|
1.28K
$19K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
929+ 19.75% |
$13.9K - $14.8K
|
5.63K
$84K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
820+ 56.55% |
$12.3K - $13K
|
2.27K
$33.9K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
724+ 31.59% |
$10.9K - $11.5K
|
3.02K
$45K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 6.78% |
$10.5K - $11.1K
|
11K
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
656+ 4.59% |
$9.84K - $10.4K
|
14.9K
$223K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
608+ 20.58% |
$9.12K - $9.67K
|
3.56K
$53.2K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
584+ 5.74% |
$8.76K - $9.29K
|
10.8K
$161K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
576+ 33.98% |
$8.64K - $9.16K
|
2.27K
$33.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
482+ 1.04% |
$7.23K - $7.67K
|
46.8K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
381+ 1.4% |
$5.72K - $6.06K
|
27.6K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
271New |
$4.07K - $4.31K
|
271
$4.04K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
240+ 2.37% |
$3.6K - $3.82K
|
10.4K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
199+ 1.79% |
$2.99K - $3.17K
|
11.3K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
119+ 3.76% |
$1.79K - $1.89K
|
3.29K
$49K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
106+ 0.43% |
$1.59K - $1.69K
|
24.7K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96+ 0.85% |
$1.44K - $1.53K
|
11.3K
$169K
|