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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,729
shares
|
$75,001
0.0% of portfolio
|
Q3 2024
Added 54.19%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
4,676
shares
|
$74,161
0.03% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,277
shares
|
$67,833
0.0% of portfolio
|
Q3 2024
Added 2116.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,224
shares
|
$66,992
0.0% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$63,440
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,756
shares
|
$59,570
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
3,000
shares
|
$47,580
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,461
shares
|
$39,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,388
shares
|
$37,873
0.06% of portfolio
|
Q4 2021
Added 693.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,364
shares
|
$37,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,292
shares
|
$36,351
0.03% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,110
shares
|
$33,464
0.01% of portfolio
|
Q2 2023
Added 434.18%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,983
shares
|
$31,450
0.01% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
1,902
shares
|
$30,165
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,794
shares
|
$28,452
0.01% of portfolio
|
Q2 2024
Reduced 48.8%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,673
shares
|
$26,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$23,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,493
shares
|
$23,678
0.01% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,450
shares
|
$22,997
0.01% of portfolio
|
Q3 2024
Added 107.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,200
shares
|
$19,032
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$15,860
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
750
shares
|
$11,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
713
shares
|
$11,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
659
shares
|
$10,451
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
608
shares
|
$9,642
0.0% of portfolio
|
Q4 2023
New holding
|