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 186 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,746,422
shares
|
$97.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,712,240
shares
|
$24.7 Million
0.01% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,225,456
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
1,104,801
shares
|
$16 Million
1.55% of portfolio
|
Q4 2024
Added 53.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
668,889
shares
|
$9.67 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
644,809
shares
|
$9.32 Million
0.03% of portfolio
|
Q1 2025
Added 43.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
636,965
shares
|
$9.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
600,554
shares
|
$8.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
596,836
shares
|
$8.62 Million
0.3% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
576,317
shares
|
$8.33 Million
0.0% of portfolio
|
Q4 2024
Added 28.32%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
464,771
shares
|
$6.72 Million
0.01% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
443,661
shares
|
$6.41 Million
1.45% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
427,909
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
416,116
shares
|
$6.01 Million
0.01% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
386,789
shares
|
$5.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
383,434
shares
|
$5.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
325,867
shares
|
$4.71 Million
0.02% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,267
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
263,437
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
258,601
shares
|
$3.74 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Feb 10, 2025 Q4 2024 |
238,338
shares
|
$3.44 Million
2.35% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
229,647
shares
|
$3.32 Million
0.72% of portfolio
|
Q1 2025
Added 184.65%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
221,818
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Added 37.44%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
218,974
shares
|
$3.16 Million
0.48% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
213,929
shares
|
$3.09 Million
2.73% of portfolio
|
Q1 2025
Added 23.33%
|