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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,123
shares
|
$290,777
0.03% of portfolio
|
Q1 2025
Added 118270.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
19,855
shares
|
$286,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
19,553
shares
|
$282,540
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
19,530
shares
|
$282,208
0.04% of portfolio
|
Q1 2025
Reduced 41.01%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
19,403
shares
|
$280,373
0.1% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
19,372
shares
|
$279,925
0.01% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
19,002
shares
|
$274,578
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
17,893
shares
|
$258,553
0.01% of portfolio
|
Q1 2025
Added 30.86%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
16,799
shares
|
$242,745
0.13% of portfolio
|
Q1 2025
Reduced 46.17%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
16,383
shares
|
$236,734
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
16,301
shares
|
$235,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
15,979
shares
|
$230,896
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
15,979
shares
|
$230,896
0.07% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
15,655
shares
|
$226,214
0.12% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,412
shares
|
$222,703
0.02% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
15,000
shares
|
$216,750
0.01% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
14,941
shares
|
$215,897
0.13% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14,850
shares
|
$214,582
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,771
shares
|
$213,440
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
14,539
shares
|
$210,088
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
14,209
shares
|
$205,320
0.03% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,171
shares
|
$204,770
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
13,846
shares
|
$200,074
0.01% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
13,761
shares
|
$198,846
0.08% of portfolio
|
Q4 2018
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
13,645
shares
|
$197,170
0.18% of portfolio
|
Q4 2024
New holding
|