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 189 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
74,544
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 110.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
72,020
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
71,920
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
69,301
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
69,122
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
66,737
shares
|
$997,718
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,791
shares
|
$983,575
0.02% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
64,930
shares
|
$970,703
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
60,115
shares
|
$898,719
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
57,556
shares
|
$860,462
0.29% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
56,167
shares
|
$839,696
0.16% of portfolio
|
Q1 2025
Added 144.13%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
50,975
shares
|
$762,076
0.22% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,000
shares
|
$747,500
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
49,966
shares
|
$746,991
0.01% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,797
shares
|
$699,615
0.03% of portfolio
|
Q2 2020
Reduced 3.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
46,776
shares
|
$699,301
0.03% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
45,376
shares
|
$678,371
0.02% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
45,099
shares
|
$674,230
0.03% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
44,504
shares
|
$665,334
0.34% of portfolio
|
Q1 2025
Added 201.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
44,405
shares
|
$663,854
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
44,327
shares
|
$662,688
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
43,550
shares
|
$651,072
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
43,312
shares
|
$647,514
0.05% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
43,183
shares
|
$645,585
0.0% of portfolio
|
Q1 2025
Reduced 37.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
43,128
shares
|
$644,763
0.01% of portfolio
|
Q1 2025
Added 3.89%
|