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 170 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
66,737
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,791
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
65,002
shares
|
$991,930
0.02% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
57,928
shares
|
$883,981
0.0% of portfolio
|
Q3 2024
Added 27.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
57,033
shares
|
$870,323
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
56,181
shares
|
$857,322
0.28% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,000
shares
|
$763,000
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
49,780
shares
|
$759,642
0.49% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
49,748
shares
|
$759,154
0.09% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
49,639
shares
|
$757,491
0.02% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
48,324
shares
|
$737,424
0.21% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,250
shares
|
$736,295
0.01% of portfolio
|
Q4 2024
Added 50.11%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
47,200
shares
|
$720,272
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,797
shares
|
$714,122
0.03% of portfolio
|
Q2 2020
Reduced 3.18%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
44,624
shares
|
$680,962
0.0% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
42,537
shares
|
$649,114
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
41,867
shares
|
$638,890
0.03% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,639
shares
|
$604,891
0.01% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,853
shares
|
$577,636
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
37,705
shares
|
$575,378
0.03% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
36,950
shares
|
$563,857
0.34% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
36,022
shares
|
$549,695
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
34,795
shares
|
$530,971
0.1% of portfolio
|
Q3 2024
Added 107.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
34,156
shares
|
$521,220
0.0% of portfolio
|
Q3 2024
Added 116.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
33,106
shares
|
$505,197
0.07% of portfolio
|
Q4 2024
Added 2.09%
|