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 147 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $332 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
7,118,842
shares
|
$103 Million
0.01% of portfolio
|
Q1 2024
Added 12.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,267,368
shares
|
$18.3 Million
0.01% of portfolio
|
Q1 2024
Added 20.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
1,262,934
shares
|
$18.2 Million
0.25% of portfolio
|
Q1 2024
Added 7.68%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,171,879
shares
|
$16.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
842,764
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2024
Added 16.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
767,029
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2024
Added 8.32%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
734,940
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2024
Added 1.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
504,425
shares
|
$7.27 Million
0.29% of portfolio
|
Q1 2024
Added 14.64%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 07, 2024 Q1 2024 |
440,138
shares
|
$6.34 Million
0.7% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
430,238
shares
|
$6.2 Million
0.01% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
403,537
shares
|
$5.81 Million
0.07% of portfolio
|
Q1 2024
Added 3.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
337,507
shares
|
$4.86 Million
0.0% of portfolio
|
Q1 2024
Added 12.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
326,401
shares
|
$4.7 Million
0.01% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
318,134
shares
|
$4.58 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.66%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
305,545
shares
|
$4.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 09, 2024 Q1 2024 |
302,107
shares
|
$4.35 Million
8.22% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 30, 2024 Q1 2024 |
292,689
shares
|
$4.22 Million
0.76% of portfolio
|
Q1 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 30, 2024 Q1 2024 |
292,689
shares
|
$4.22 Million
0.76% of portfolio
|
Q1 2024
Added 10.46%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
May 07, 2024 Q1 2024 |
276,751
shares
|
$3.99 Million
2.6% of portfolio
|
Q1 2024
Added 60.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
260,371
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
257,803
shares
|
$3.71 Million
2.71% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
254,589
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2024
Added 3.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
233,314
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2024
Added 164.71%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Apr 29, 2024 Q1 2024 |
192,193
shares
|
$2.77 Million
0.3% of portfolio
|
Q1 2023
Reduced 1.31%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Jan 29, 2024 Q4 2023 |
181,885
shares
|
$2.62 Million
0.4% of portfolio
|
Q4 2023
Added 2.65%
|
|