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 162 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,308,742
shares
|
$111 Million
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,592,313
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,210,114
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
806,672
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
720,544
shares
|
$11 Million
1.05% of portfolio
|
Q3 2024
Added 36.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
686,319
shares
|
$10.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 35.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
559,378
shares
|
$8.52 Million
0.32% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
530,890
shares
|
$8.09 Million
0.02% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
499,964
shares
|
$7.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
473,596
shares
|
$7.21 Million
0.08% of portfolio
|
Q3 2024
Added 1477.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
465,501
shares
|
$7.09 Million
0.02% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
456,295
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
449,136
shares
|
$6.84 Million
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
368,244
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
338,086
shares
|
$5.15 Million
3.52% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
333,988
shares
|
$5.09 Million
0.93% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
320,347
shares
|
$4.88 Million
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
295,585
shares
|
$4.5 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
293,078
shares
|
$4.46 Million
0.02% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
287,696
shares
|
$4.38 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
284,710
shares
|
$4.34 Million
2.79% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,267
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
260,561
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
214,881
shares
|
$3.27 Million
0.5% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
214,503
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.23%
|