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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.71K- 48.86% |
$48.2K - $55.2K
|
3.88K
$61.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.86K- 32.45% |
$50.1K - $57.5K
|
8.03K
$128K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.97K- 11.6% |
$51.6K - $59.2K
|
30.3K
$482K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.78K- 10.83% |
$62.1K - $71.2K
|
39.3K
$626K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.07K- 7.7% |
$65.9K - $75.6K
|
60.8K
$968K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.22K- 23.71% |
$67.8K - $77.7K
|
16.8K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6K- 4.82% |
$77.9K - $89.3K
|
118K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.28K- 11.57% |
$81.7K - $93.6K
|
48K
$764K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6.33K- 10.47% |
$82.3K - $94.3K
|
54.1K
$861K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.67K- 34.21% |
$86.7K - $99.3K
|
12.8K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7K- 38.39% |
$91K - $104K
|
11.2K
$179K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.54K- 1.1% |
$111K - $127K
|
767K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.98K- 15.4% |
$117K - $134K
|
49.3K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.41K- 20.43% |
$122K - $140K
|
36.6K
$583K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.94K- 11.03% |
$129K - $148K
|
80.2K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 3.61% |
$149K - $171K
|
306K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.1K- 7.77% |
$157K - $180K
|
143K
$2.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.6K- 4.66% |
$202K - $232K
|
318K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 17.41% |
$265K - $304K
|
96.8K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.5K- 7.3% |
$266K - $305K
|
260K
$4.14M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 0.3% |
$278K - $318K
|
7.12M
$113M
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-28.4K- 71.79% |
$369K - $423K
|
11.2K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-37.1K- 3.07% |
$482K - $552K
|
1.17M
$18.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-102K- 86.79% |
$1.33M - $1.52M
|
15.6K
$248K
|