Purchases and Sales Made in Q1 2023 in Guggenheim Strategic Opportunities Fund (GOF)

GOF Quotes by TradingView

This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q1 2023. 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 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
112K
+ 55.61%
$1.75M - $1.94M
314K $4.84M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
106K
+ 89.79%
$1.64M - $1.83M
223K $3.44M
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
87.4K
+ 137.42%
$1.36M - $1.51M
151K $2.32M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
85.2K
+ 5.99%
$1.33M - $1.47M
1.51M $23.2M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
74.6K
+ 43.59%
$1.16M - $1.29M
246K $3.79M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
64.1K
+ 49.43%
$997K - $1.11M
194K $2.98M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
56.8K
+ 43.28%
$884K - $983K
188K $2.9M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
53.6K
+ 14.76%
$834K - $927K
417K $6.42M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
44K
+ 124.06%
$685K - $761K
79.5K $1.22M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
32.7K
+ 14.31%
$509K - $566K
261K $4.02M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
25.4K
+ 42.88%
$395K - $439K
84.6K $1.3M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
22.3K
New
$347K - $385K
22.3K $343K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
21.4K
+ 6.29%
$333K - $370K
361K $5.56M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
19.8K
+ 7.67%
$308K - $342K
278K $4.28M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
19.2K
+ 5.82%
$299K - $332K
349K $5.37M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
18.8K
+ 28.04%
$292K - $325K
85.8K $1.32M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
16.9K
+ 68.81%
$263K - $292K
41.4K $638K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
16.7K
+ 6.78%
$260K - $289K
263K $4.05M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
16.4K
+ 27.83%
$255K - $284K
75.3K $1.16M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
15.9K
New
$248K - $275K
15.9K $245K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
15.6K
+ 19.11%
$242K - $269K
97K $1.49M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
15.4K
+ 31.03%
$240K - $266K
65K $1M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
14.6K
+ 14.33%
$228K - $253K
117K $1.8M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
14.1K
New
$219K - $244K
14.1K $217K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
13.9K
New
$216K - $240K
13.9K $213K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
12.5K
+ 7.89%
$195K - $216K
171K $2.63M
May 08, 2023 Q1 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
10.9K
New
$169K - $188K
10.9K $168K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
10.8K
+ 5.38%
$169K - $188K
212K $3.27M
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
10.4K
+ 6.32%
$162K - $181K
176K $2.7M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.18K
+ 21.26%
$143K - $159K
52.3K $806K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
8.99K
+ 323.24%
$140K - $155K
11.8K $181K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
6.87K
+ 19.02%
$107K - $119K
43K $662K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
6.18K
+ 5.16%
$96.2K - $107K
126K $1.94M
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
5.7K
+ 37.04%
$88.6K - $98.5K
21.1K $324K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.47K
+ 37.56%
$85.1K - $94.7K
20K $309K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
4.97K
+ 7.25%
$77.4K - $86.1K
73.6K $1.13M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.82K
New
$75K - $83.4K
4.82K $74.3K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
4.13K
+ 11.49%
$64.3K - $71.5K
40.1K $618K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.86K
+ 6.49%
$60K - $66.8K
63.3K $975K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
3.24K
+ 3.22%
$50.4K - $56.1K
104K $1.6M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
3.17K
New
$49.3K - $54.9K
3.17K $48.8K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.63K
+ 0.53%
$40.9K - $45.5K
504K $7.76M
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
2.59K
+ 1.49%
$40.3K - $44.8K
176K $2.71M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.33K
+ 2.0%
$36.2K - $40.3K
119K $1.83M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.3K
+ 5.26%
$35.8K - $39.8K
46K $709K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.17K
+ 7.83%
$33.8K - $37.6K
29.9K $461K
Apr 17, 2023 Q1 2023
Tennessee Valley Asset Management Partners

BUY
 -
1.57K
+ 4.72%
$24.5K - $27.2K
34.9K $537K
Apr 25, 2023 Q1 2023
Jb Capital LLC

BUY
 -
1.42K
+ 6.74%
$22.1K - $24.6K
22.5K $346K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.2K
New
$18.7K - $20.8K
1.2K $18.5K

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