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 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.32K+ 14.55% |
$80K - $85.2K
|
41.9K
$655K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.48K+ 5.96% |
$67.4K - $71.8K
|
79.6K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.17K+ 15.43% |
$62.8K - $66.9K
|
31.2K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.09K+ 1.9% |
$61.6K - $65.6K
|
219K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.76K+ 8.83% |
$56.5K - $60.2K
|
46.3K
$724K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.72K+ 18.21% |
$56K - $59.6K
|
24.1K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.65KNew |
$55K - $58.6K
|
3.65K
$57.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.63K+ 18.89% |
$54.6K - $58.1K
|
22.8K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.48K+ 7.19% |
$52.3K - $55.7K
|
51.8K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47K+ 3.42% |
$52.2K - $55.6K
|
105K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.17KNew |
$47.7K - $50.8K
|
3.17K
$49.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.37K+ 3.17% |
$35.7K - $38.1K
|
77.3K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.32K+ 13.13% |
$34.8K - $37.1K
|
19.9K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 19.27% |
$33.7K - $35.9K
|
13.8K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.19K+ 3.78% |
$32.9K - $35.1K
|
60.1K
$940K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2K+ 66.67% |
$30.1K - $32.1K
|
5K
$78.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88K+ 4.73% |
$28.2K - $30.1K
|
41.5K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.73K+ 3.12% |
$26K - $27.7K
|
57K
$892K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.67K+ 13.89% |
$25.1K - $26.7K
|
13.7K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$23.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$23.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
944+ 4.45% |
$14.2K - $15.1K
|
22.2K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
679+ 2.09% |
$10.2K - $10.9K
|
33.1K
$518K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
653New |
$9.83K - $10.5K
|
653
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
552New |
$8.31K - $8.85K
|
552
$8.63K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
527+ 2.17% |
$7.93K - $8.45K
|
24.9K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
519+ 0.68% |
$7.81K - $8.32K
|
77.4K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
509+ 13.55% |
$7.66K - $8.16K
|
4.27K
$66.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
483+ 1.95% |
$7.27K - $7.74K
|
25.2K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
327New |
$4.92K - $5.24K
|
327
$5.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
295+ 0.85% |
$4.44K - $4.73K
|
35.1K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256+ 2.44% |
$3.85K - $4.1K
|
10.8K
$168K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
250+ 1.59% |
$3.76K - $4.01K
|
16K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
231+ 2.12% |
$3.48K - $3.7K
|
11.1K
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
197+ 0.73% |
$2.96K - $3.16K
|
27.2K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
191+ 0.38% |
$2.87K - $3.06K
|
49.9K
$781K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184+ 4.36% |
$2.77K - $2.95K
|
4.41K
$68.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
101+ 0.41% |
$1.52K - $1.62K
|
24.6K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
95+ 0.44% |
$1.43K - $1.52K
|
21.6K
$338K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
93+ 1.2% |
$1.4K - $1.49K
|
7.85K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
92+ 1.39% |
$1.38K - $1.47K
|
6.7K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$783 - $834
|
52
$813
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
26New |
$391 - $417
|
26
$407
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.3K+ 39.63% |
$856K - $903K
|
202K
$3.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 8.09% |
$312K - $329K
|
279K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.5K+ 36.13% |
$261K - $275K
|
65.8K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
11.8KNew |
$176K - $186K
|
11.8K
$184K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$152K - $161K
|
10.2K
$159K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.1KNew |
$151K - $160K
|
10.1K
$158K
|
|