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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.51K+ 21.97% |
$48.2K - $55K
|
19.5K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3.5K+ 9.98% |
$48.1K - $54.8K
|
38.6K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.93K+ 6.61% |
$40.3K - $45.9K
|
47.3K
$714K
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2.91K+ 1.36% |
$39.9K - $45.5K
|
217K
$3.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.82K+ 13.02% |
$38.7K - $44.1K
|
24.4K
$369K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.7K+ 14.2% |
$37.1K - $42.3K
|
21.7K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55K+ 2.43% |
$35.1K - $40K
|
108K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 11.93% |
$33K - $37.6K
|
22.5K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 19.93% |
$29.5K - $33.6K
|
12.9K
$195K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$27.6K - $31.4K
|
2.01K
$30.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 2.65% |
$27.5K - $31.3K
|
77.5K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 2.39% |
$25.3K - $28.8K
|
78.7K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.79K+ 2.48% |
$24.6K - $28K
|
73.7K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.49K+ 4.8% |
$20.5K - $23.4K
|
32.6K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.43K+ 7.99% |
$19.6K - $22.4K
|
19.3K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.33K+ 8.48% |
$18.2K - $20.8K
|
17K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 2.89% |
$16.4K - $18.7K
|
42.3K
$639K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.07% |
$15.1K - $17.2K
|
36.8K
$555K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 5.16% |
$13.7K - $15.7K
|
20.4K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
916+ 1.33% |
$12.6K - $14.3K
|
70K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
865+ 1.85% |
$11.9K - $13.5K
|
47.6K
$719K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
840+ 3.61% |
$11.5K - $13.2K
|
24.1K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
817+ 3.96% |
$11.2K - $12.8K
|
21.4K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
745+ 1.49% |
$10.2K - $11.7K
|
50.7K
$765K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
529+ 3.43% |
$7.27K - $8.28K
|
15.9K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
529+ 2.71% |
$7.27K - $8.28K
|
20.1K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
515+ 2.55% |
$7.08K - $8.06K
|
20.7K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
476+ 1.86% |
$6.54K - $7.45K
|
26.1K
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
443+ 0.19% |
$6.09K - $6.94K
|
230K
$3.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
384+ 3.76% |
$5.28K - $6.01K
|
10.6K
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
354+ 1.19% |
$4.86K - $5.54K
|
30K
$453K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325New |
$4.47K - $5.09K
|
325
$4.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
301+ 3.99% |
$4.14K - $4.71K
|
7.85K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
244+ 0.32% |
$3.35K - $3.82K
|
76.8K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
200+ 0.9% |
$2.75K - $3.13K
|
22.5K
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
115+ 0.47% |
$1.58K - $1.8K
|
24.8K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
106+ 3.51% |
$1.46K - $1.66K
|
3.12K
$47.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
80+ 6.27% |
$1.1K - $1.25K
|
1.36K
$20.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
79New |
$1.09K - $1.24K
|
79
$1.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$481 - $548
|
11.4K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 0.97% |
$302 - $345
|
2.29K
$34.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
18+ 2.66% |
$247 - $282
|
695
$10.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.08% |
$124 - $141
|
11.9K
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.1KNew |
$902K - $956K
|
60.1K
$907K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
19.4KNew |
$291K - $309K
|
19.4K
$293K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$223K - $236K
|
14.8K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.7K+ 18.47% |
$221K - $234K
|
94.4K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$197K - $208K
|
13.1K
$198K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 21.51% |
$184K - $195K
|
69.3K
$1.05M
|
|