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 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
501New |
$7.56K - $8.29K
|
501
$7.47K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
148New |
$2.23K - $2.45K
|
148
$2.21K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
62+ 0.95% |
$935 - $1.03K
|
6.62K
$98.8K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
18.3K+ 5934.63% |
$275K - $325K
|
18.6K
$278K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
340+ 3.28% |
$5.09K - $6.04K
|
10.7K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 3.2% |
$59.9 - $71
|
129
$1.92K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
94.9KNew |
$1.43M - $1.83M
|
94.9K
$1.42M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50KNew |
$754K - $963K
|
50K
$746K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.74KNew |
$71.5K - $91.3K
|
4.74K
$70.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3.73KNew |
$56.3K - $71.8K
|
3.73K
$55.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$30.2K - $38.5K
|
2K
$29.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.42K+ 8.67% |
$21.4K - $27.4K
|
17.8K
$266K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
393New |
$5.93K - $7.57K
|
393
$5.86K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
14.1KNew |
$250K - $275K
|
14.1K
$210K
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11KNew |
$195K - $215K
|
11K
$164K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
21.4KNew |
$383K - $442K
|
21.4K
$320K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.62K+ 49.78% |
$100K - $116K
|
16.9K
$252K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.09K+ 693.36% |
$37.3K - $43.1K
|
2.39K
$35.6K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
35New |
$626 - $722
|
35
$522
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31.2KNew |
$591K - $687K
|
31.2K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
11KNew |
$208K - $242K
|
11K
$164K
|
|
| Q1 2021 | |||||||
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20.5KNew |
$396K - $439K
|
20.5K
$306K
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
78KNew |
$1.45M - $1.63M
|
78K
$1.16M
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$19.6 - $20.5
|
1
$14.9
|
|
| Q4 2018 | |||||||
|
Feb 06, 2020
Q4 2018
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13.8KNew |
$238K - $295K
|
13.8K
$205K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
79.2KNew |
$1.63M - $1.77M
|
79.2K
$1.18M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
100New |
$2.06K - $2.23K
|
100
$1.49K
|
|