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 161 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 $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
201,926
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Added 39.63%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
196,262
shares
|
$3.09 Million
0.31% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
183,350
shares
|
$2.88 Million
0.11% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
177,692
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
148,885
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
146,262
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
125,886
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
112,387
shares
|
$1.77 Million
0.5% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
108,886
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
101,476
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
99,642
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,114
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
95,332
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
94,244
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
92,510
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
82,722
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
81,819
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
76,849
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
75,363
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
75,162
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
74,932
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
74,030
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Added 52.7%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
68,529
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
66,737
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,791
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 36.13%
|