Purchases and Sales Made in Q1 2024 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
811K+ 12.86% |
$10.5M - $12.1M
|
7.12M
$109M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
811K+ 12.86% |
$10.5M - $12.1M
|
7.12M
$109M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
293KNew |
$3.8M - $4.36M
|
293K
$4.47M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 20.58% |
$2.81M - $3.22M
|
1.27M
$19.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
204K+ 122.73% |
$2.65M - $3.03M
|
370K
$5.64M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
145K+ 164.71% |
$1.89M - $2.16M
|
233K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 16.11% |
$1.52M - $1.74M
|
843K
$12.9M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
105K+ 60.82% |
$1.36M - $1.56M
|
277K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
90.1K+ 7.68% |
$1.17M - $1.34M
|
1.26M
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.4K+ 14.64% |
$837K - $960K
|
504K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.9K+ 8.32% |
$766K - $878K
|
767K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50.4KNew |
$655K - $751K
|
50.4K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.4K+ 12.48% |
$487K - $558K
|
338K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30.3K+ 46.15% |
$393K - $451K
|
95.8K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.7K+ 10.46% |
$360K - $413K
|
293K
$4.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$335K - $384K
|
25.8K
$393K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25.6KNew |
$332K - $381K
|
25.6K
$390K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.5K+ 35.74% |
$293K - $336K
|
85.6K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
19.9KNew |
$259K - $297K
|
19.9K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.4K+ 25.44% |
$213K - $244K
|
80.7K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 3.93% |
$198K - $227K
|
404K
$6.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
15.2K+ 932.51% |
$197K - $226K
|
16.8K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14.8KNew |
$192K - $220K
|
14.8K
$226K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 21.49% |
$187K - $215K
|
81.4K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.2KNew |
$184K - $211K
|
14.2K
$216K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8KNew |
$166K - $190K
|
12.8K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 8.15% |
$163K - $186K
|
166K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 2.87% |
$160K - $183K
|
440K
$6.72M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$148K - $170K
|
11.4K
$174K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10.4K+ 4.21% |
$135K - $155K
|
258K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 30.28% |
$130K - $149K
|
43K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10KNew |
$130K - $149K
|
10K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 1.38% |
$130K - $149K
|
735K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.69K+ 11.35% |
$126K - $144K
|
95K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.5K+ 3.87% |
$123K - $141K
|
255K
$3.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.15K+ 7.43% |
$119K - $136K
|
132K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.57K+ 2.69% |
$111K - $128K
|
326K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
8.18K+ 62.34% |
$106K - $122K
|
21.3K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.73KNew |
$101K - $115K
|
7.73K
$118K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.47K+ 1.53% |
$84.1K - $96.4K
|
430K
$6.57M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.41K+ 18.82% |
$83.3K - $95.4K
|
40.5K
$618K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 41.21% |
$82.2K - $94.2K
|
21.7K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.06K+ 4.08% |
$78.8K - $90.3K
|
155K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.06K+ 2.87% |
$65.8K - $75.4K
|
181K
$2.77M
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
4.83K+ 1.62% |
$62.7K - $71.9K
|
302K
$4.61M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.83KNew |
$62.7K - $71.9K
|
4.83K
$73.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4KNew |
$52K - $59.6K
|
4K
$61.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.79K+ 2.08% |
$49.3K - $56.5K
|
186K
$2.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
3.64K+ 17.66% |
$47.3K - $54.3K
|
24.3K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.56K+ 2.53% |
$46.3K - $53.1K
|
144K
$2.2M
|