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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$183K - $194K
|
12.2K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.1KNew |
$181K - $192K
|
12.1K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8KNew |
$176K - $187K
|
11.8K
$177K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.83K+ 42.15% |
$148K - $156K
|
33.2K
$500K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
4.07KNew |
$61.1K - $64.8K
|
4.07K
$61.5K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
4KNew |
$60K - $63.6K
|
4K
$60.4K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.94KNew |
$44.1K - $46.8K
|
2.94K
$44.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.26KNew |
$33.9K - $35.9K
|
2.26K
$34.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 15.38% |
$30K - $31.8K
|
15K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.63KNew |
$24.4K - $25.9K
|
1.63K
$24.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
820+ 56.55% |
$12.3K - $13K
|
2.27K
$34.3K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 6.78% |
$10.5K - $11.1K
|
11K
$166K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
608+ 20.58% |
$9.12K - $9.67K
|
3.56K
$53.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
381+ 1.4% |
$5.72K - $6.06K
|
27.6K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
271New |
$4.07K - $4.31K
|
271
$4.09K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
119+ 3.76% |
$1.79K - $1.89K
|
3.29K
$49.6K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
51.9KNew |
$782K - $832K
|
51.9K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
47.2KNew |
$710K - $757K
|
47.2K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$479K - $511K
|
31.9K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28KNew |
$422K - $449K
|
28K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9KNew |
$299K - $318K
|
19.9K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.6KNew |
$294K - $313K
|
19.6K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11KNew |
$165K - $176K
|
11K
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$159K - $169K
|
10.5K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
10KNew |
$151K - $160K
|
10K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7KNew |
$105K - $112K
|
7K
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.65KNew |
$55K - $58.6K
|
3.65K
$55.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2K+ 66.67% |
$30.1K - $32.1K
|
5K
$75.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$22.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
552New |
$8.31K - $8.85K
|
552
$8.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
327New |
$4.92K - $5.24K
|
327
$4.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
295+ 0.85% |
$4.44K - $4.73K
|
35.1K
$530K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
92+ 1.39% |
$1.38K - $1.47K
|
6.7K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52New |
$783 - $834
|
52
$785
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
26New |
$391 - $417
|
26
$392
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.3K+ 39.63% |
$856K - $903K
|
202K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 8.09% |
$312K - $329K
|
279K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.5K+ 36.13% |
$261K - $275K
|
65.8K
$993K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
11.8KNew |
$176K - $186K
|
11.8K
$178K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$152K - $161K
|
10.2K
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4KNew |
$59.8K - $63K
|
4K
$60.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$36.8K - $38.8K
|
2.46K
$37.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$35.3K - $37.3K
|
2.36K
$35.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.9KNew |
$28.4K - $30K
|
1.9K
$28.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
990+ 7.38% |
$14.8K - $15.6K
|
14.4K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
750New |
$11.2K - $11.8K
|
750
$11.3K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
724+ 40.36% |
$10.8K - $11.4K
|
2.52K
$38K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
416+ 0.21% |
$6.22K - $6.56K
|
196K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
101New |
$1.51K - $1.59K
|
101
$1.52K
|
|