Institutional Ownership Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 46.5 Million shares, which have been reported (via 13F filing form) to have a value of $700 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
17,953,239
shares
|
$270 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,297,290
shares
|
$110 Million
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,051,627
shares
|
$30.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
1,877,230
shares
|
$28.2 Million
2.39% of portfolio
|
Q2 2025
Added 19.36%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,522,861
shares
|
$22.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
958,371
shares
|
$14.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
801,302
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
740,653
shares
|
$11.1 Million
0.33% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
730,756
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 70.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
679,066
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
659,129
shares
|
$9.91 Million
0.0% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
639,994
shares
|
$9.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
551,009
shares
|
$8.29 Million
0.0% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
445,056
shares
|
$6.69 Million
4.21% of portfolio
|
Q2 2025
Added 108.65%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
433,655
shares
|
$6.52 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
424,839
shares
|
$6.39 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.59%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
346,789
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
316,322
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2025
Added 42.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
300,610
shares
|
$4.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.21%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
283,722
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,267
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Aug 08, 2025 Q2 2025 |
238,400
shares
|
$3.59 Million
2.34% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
236,170
shares
|
$3.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.37%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
230,090
shares
|
$3.46 Million
0.58% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
227,244
shares
|
$3.42 Million
0.43% of portfolio
|
Q2 2025
Added 4.14%
|