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 $379 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
15,729
shares
|
$249,461
0.03% of portfolio
|
Q2 2024
Added 37.74%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
14,771
shares
|
$234,268
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
14,539
shares
|
$230,588
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,407
shares
|
$228,495
0.0% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,171
shares
|
$224,752
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
13,761
shares
|
$218,249
0.08% of portfolio
|
Q4 2018
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$206,180
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
12,005
shares
|
$190,399
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
11,777
shares
|
$186,783
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,609
shares
|
$184,118
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,608
shares
|
$184,102
0.0% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,873
shares
|
$172,445
0.0% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,705
shares
|
$169,781
0.08% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,494
shares
|
$166,434
0.01% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
10,188
shares
|
$161,581
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
10,125
shares
|
$160,582
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$158,600
0.1% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,708
shares
|
$153,968
0.01% of portfolio
|
Q4 2023
Reduced 9.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,183
shares
|
$129,782
0.01% of portfolio
|
Q3 2024
Added 566.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,758
shares
|
$123,041
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
6,606
shares
|
$104,771
0.02% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,405
shares
|
$85,723
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,265
shares
|
$83,502
0.0% of portfolio
|
Q3 2024
Added 232.6%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
5,241
shares
|
$83,122
0.02% of portfolio
|
Q4 2023
Reduced 48.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,825
shares
|
$76,524
0.0% of portfolio
|
Q1 2024
New holding
|