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 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,862,824
shares
|
$99.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,943,464
shares
|
$28.3 Million
0.01% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,572,690
shares
|
$22.9 Million
2.35% of portfolio
|
Q1 2025
Added 42.35%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,472,594
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,164,597
shares
|
$16.9 Million
0.01% of portfolio
|
Q1 2025
Added 82.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
796,438
shares
|
$11.6 Million
0.04% of portfolio
|
Q1 2025
Added 144.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
747,955
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Added 95.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
727,283
shares
|
$10.6 Million
0.14% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
682,671
shares
|
$9.93 Million
0.36% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
671,083
shares
|
$9.76 Million
0.01% of portfolio
|
Q1 2025
Added 44.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
644,809
shares
|
$9.38 Million
0.03% of portfolio
|
Q1 2025
Added 43.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
618,447
shares
|
$9 Million
0.0% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
606,509
shares
|
$8.82 Million
0.02% of portfolio
|
Q1 2025
Added 45.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
529,652
shares
|
$7.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
443,661
shares
|
$6.46 Million
1.45% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
427,909
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
386,789
shares
|
$5.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,267
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
263,437
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
258,601
shares
|
$3.76 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
257,666
shares
|
$3.75 Million
0.05% of portfolio
|
Q1 2025
Added 145.53%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 02, 2025 Q1 2025 |
230,200
shares
|
$3.35 Million
2.28% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
229,647
shares
|
$3.34 Million
0.72% of portfolio
|
Q1 2025
Added 184.65%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
221,818
shares
|
$3.23 Million
0.01% of portfolio
|
Q1 2025
Added 37.44%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
218,204
shares
|
$3.17 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.35%
|