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 145 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 $338 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Jan 29, 2024 Q4 2023 |
181,885
shares
|
$2.67 Million
0.4% of portfolio
|
Q4 2023
Added 2.65%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
157,992
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
154,720
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2024
Added 4.08%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
144,383
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2024
Added 2.53%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
143,044
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
132,339
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2024
Added 7.43%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
118,309
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
96,825
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.41%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,114
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
95,841
shares
|
$1.41 Million
0.42% of portfolio
|
Q1 2024
Added 46.15%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
94,993
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2024
Added 11.35%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
85,554
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2024
Added 35.74%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
81,404
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2024
Added 21.49%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
80,704
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2024
Added 25.44%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
80,171
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2024
Reduced 11.03%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
76,573
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
73,374
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2024
Added 0.87%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
72,887
shares
|
$1.07 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
69,878
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2024
Added 0.09%
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
66,737
shares
|
$979,699
0.28% of portfolio
|
Q3 2023
New holding
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
65,439
shares
|
$960,644
0.03% of portfolio
|
Q1 2024
Added 2.96%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
62,362
shares
|
$915,474
0.0% of portfolio
|
Q1 2024
Added 2.1%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
60,848
shares
|
$893,248
0.0% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
Tennessee Valley Asset Management Partners
|
Apr 22, 2024 Q1 2024 |
60,556
shares
|
$888,962
0.21% of portfolio
|
Q1 2024
Added 2.1%
|
|
David J Yvars Group
|
Apr 11, 2024 Q1 2024 |
57,489
shares
|
$843,938
0.58% of portfolio
|
Q1 2024
Added 0.21%
|