Purchases and Sales Made in Q1 2022 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q1 2022. The information is specifically focused on institutions that hold shares of GUGGENHEIM STRATEGIC OPPORTUNITIES FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.3K+ 9.24% |
$40.8K - $44.8K
|
27.1K
$415K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.25K+ 22.45% |
$39.8K - $43.8K
|
12.2K
$187K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2KNew |
$35.5K - $39.1K
|
2K
$30.6K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.59K+ 89.54% |
$28.3K - $31.1K
|
3.37K
$51.6K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 10.17% |
$25.7K - $28.3K
|
15.7K
$240K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.15K+ 9.16% |
$20.4K - $22.4K
|
13.7K
$210K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
714+ 4.72% |
$12.7K - $13.9K
|
15.8K
$242K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
554+ 2.7% |
$9.83K - $10.8K
|
21.1K
$323K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
527+ 2.56% |
$9.35K - $10.3K
|
21.1K
$323K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
304+ 1.38% |
$5.4K - $5.94K
|
22.3K
$341K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
265+ 1.08% |
$4.7K - $5.18K
|
24.9K
$380K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
230+ 1.42% |
$4.08K - $4.49K
|
16.4K
$251K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
156New |
$2.77K - $3.05K
|
156
$2.39K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
144+ 1.36% |
$2.56K - $2.81K
|
10.7K
$164K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69New |
$1.22K - $1.35K
|
69
$1.06K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
48+ 0.75% |
$852 - $937
|
6.45K
$98.7K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
36+ 2.89% |
$639 - $703
|
1.28K
$19.6K
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
12+ 0.1% |
$213 - $234
|
12.3K
$189K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 3.42% |
$71 - $78.1
|
121
$1.85K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 3.03% |
$35.5 - $39.1
|
68
$1.04K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 0.19% |
$533 - $586
|
15.4K
$236K
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-37- 0.25% |
$657 - $723
|
14.7K
$225K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-44Closed |
$781 - $859
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 2.81% |
$3.55K - $3.91K
|
6.91K
$106K
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-241- 1.3% |
$4.28K - $4.71K
|
18.3K
$280K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-334- 1.12% |
$5.93K - $6.52K
|
29.5K
$452K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-453- 3.92% |
$8.04K - $8.85K
|
11.1K
$170K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-591- 1.42% |
$10.5K - $11.5K
|
41.2K
$630K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-623- 5.1% |
$11.1K - $12.2K
|
11.6K
$177K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-846Closed |
$15K - $16.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.13K- 4.22% |
$20K - $22K
|
25.6K
$392K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35KClosed |
$24K - $26.4K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.46K- 3.12% |
$26K - $28.6K
|
45.3K
$694K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.7K- 9.02% |
$30.2K - $33.2K
|
17.1K
$262K
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.83K- 23.32% |
$32.4K - $35.6K
|
6K
$91.8K
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 0.64% |
$34.8K - $38.3K
|
306K
$4.68M
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2KClosed |
$35.5K - $39.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.1K- 4.03% |
$37.2K - $41K
|
50K
$765K
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.13K- 24.52% |
$73.4K - $80.7K
|
12.7K
$195K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-4.2K- 11.81% |
$74.5K - $82K
|
31.4K
$480K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.18KClosed |
$91.9K - $101K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-5.2K- 2.78% |
$92.2K - $101K
|
182K
$2.78M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.1K- 9.1% |
$108K - $119K
|
60.9K
$932K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.33K- 4.84% |
$112K - $124K
|
124K
$1.9M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.59K- 49.07% |
$152K - $168K
|
8.91K
$136K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.6K- 58.11% |
$153K - $168K
|
6.2K
$94.9K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.76K- 1.86% |
$155K - $171K
|
462K
$7.08M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.82K- 45.55% |
$157K - $172K
|
10.5K
$161K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.92K- 4.12% |
$158K - $174K
|
208K
$3.18M
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-9.47KClosed |
$168K - $185K
|
0
$0
|