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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.17K+ 29.64% |
$41.3K - $47.3K
|
13.9K
$212K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3K+ 600.8% |
$39.1K - $44.8K
|
3.5K
$53.5K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.95K+ 5.93% |
$38.3K - $43.9K
|
52.7K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2KNew |
$26K - $29.8K
|
2K
$30.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 162.87% |
$26K - $29.8K
|
3.23K
$49.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.98K+ 12.83% |
$25.7K - $29.5K
|
17.4K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.88K+ 2.96% |
$24.5K - $28K
|
65.4K
$999K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$22K - $25.2K
|
1.69K
$25.9K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$19.5K - $22.4K
|
1.5K
$22.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.49KNew |
$19.4K - $22.2K
|
1.49K
$22.8K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.44K+ 13.55% |
$18.7K - $21.5K
|
12.1K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.28K+ 2.1% |
$16.7K - $19.1K
|
62.4K
$952K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.27K+ 5.0% |
$16.4K - $18.8K
|
26.6K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.24K+ 2.1% |
$16.2K - $18.5K
|
60.6K
$925K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.21K+ 5.62% |
$15.8K - $18.1K
|
22.8K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.15KNew |
$15K - $17.1K
|
1.15K
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01K+ 18.0% |
$13.2K - $15.1K
|
6.65K
$101K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
992+ 3.06% |
$12.9K - $14.8K
|
33.4K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
858+ 5.23% |
$11.2K - $12.8K
|
17.3K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
853+ 1.71% |
$11.1K - $12.7K
|
50.9K
$777K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
713New |
$9.27K - $10.6K
|
713
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
659New |
$8.57K - $9.82K
|
659
$10.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
636+ 0.87% |
$8.27K - $9.48K
|
73.4K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$6.5K - $7.45K
|
500
$7.64K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
400+ 3.6% |
$5.2K - $5.96K
|
11.5K
$176K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
376+ 3.02% |
$4.89K - $5.6K
|
12.8K
$196K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
365New |
$4.75K - $5.44K
|
365
$5.57K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
242+ 1.01% |
$3.15K - $3.61K
|
24.3K
$371K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
181+ 4.03% |
$2.35K - $2.7K
|
4.68K
$71.4K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
118+ 0.21% |
$1.53K - $1.76K
|
57.5K
$878K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
100+ 0.41% |
$1.3K - $1.49K
|
24.3K
$371K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
64+ 0.09% |
$832 - $954
|
69.9K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 0.99% |
$494 - $566
|
3.87K
$59.2K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22+ 0.07% |
$286 - $328
|
31.5K
$481K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.08% |
$1.64K - $1.88K
|
158K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-202- 0.28% |
$2.63K - $3.01K
|
72.9K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-230- 97.46% |
$2.99K - $3.43K
|
6
$91.6
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-249- 1.12% |
$3.24K - $3.71K
|
21.9K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-290- 0.38% |
$3.77K - $4.32K
|
76.6K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-291- 1.74% |
$3.78K - $4.34K
|
16.4K
$250K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-375- 1.78% |
$4.88K - $5.59K
|
20.7K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-463- 7.52% |
$6.02K - $6.9K
|
5.69K
$86.9K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-846- 4.35% |
$11K - $12.6K
|
18.6K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-985- 4.24% |
$12.8K - $14.7K
|
22.2K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 16.93% |
$13K - $14.9K
|
4.91K
$74.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.13K- 4.9% |
$14.6K - $16.8K
|
21.8K
$333K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.35K- 2.34% |
$17.5K - $20.1K
|
56.2K
$858K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.01K- 6.11% |
$26.1K - $29.9K
|
30.8K
$470K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.34K- 6.92% |
$30.5K - $34.9K
|
31.5K
$481K
|