Purchases and Sales Made in Q1 2025 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q1 2025. 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, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
528K+ 82.84% |
$7.91M - $8.39M
|
1.16M
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
471K+ 144.41% |
$7.06M - $7.49M
|
796K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
468K+ 42.35% |
$7.02M - $7.44M
|
1.57M
$23.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
365K+ 95.07% |
$5.47M - $5.8M
|
748K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
247K+ 20.17% |
$3.71M - $3.93M
|
1.47M
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 13.5% |
$3.47M - $3.68M
|
1.94M
$28.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
206K+ 44.39% |
$3.09M - $3.28M
|
671K
$9.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
196K+ 43.81% |
$2.95M - $3.13M
|
645K
$9.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190K+ 45.75% |
$2.86M - $3.03M
|
607K
$9.03M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153K+ 145.53% |
$2.29M - $2.43M
|
258K
$3.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
149K+ 184.65% |
$2.23M - $2.37M
|
230K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
131KNew |
$1.96M - $2.08M
|
131K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
118KNew |
$1.77M - $1.88M
|
118K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 1.73% |
$1.75M - $1.85M
|
6.86M
$102M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
96.7K+ 27.87% |
$1.45M - $1.54M
|
444K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85.8K+ 14.38% |
$1.29M - $1.37M
|
683K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.1K+ 21.62% |
$1.14M - $1.21M
|
428K
$6.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
60.4K+ 37.44% |
$906K - $961K
|
222K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
58.4K+ 8.73% |
$876K - $929K
|
727K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
44.9KNew |
$673K - $714K
|
44.9K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44.8K+ 51.34% |
$672K - $712K
|
132K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44.3KNew |
$665K - $705K
|
44.3K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
43.6KNew |
$653K - $693K
|
43.6K
$648K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42.5K+ 395.03% |
$637K - $676K
|
53.2K
$792K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
40.5K+ 23.33% |
$607K - $644K
|
214K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
39.6K+ 81.72% |
$594K - $631K
|
88.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.1K+ 110.14% |
$586K - $622K
|
74.5K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.2K+ 144.13% |
$497K - $528K
|
56.2K
$836K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
29.7K+ 201.29% |
$446K - $473K
|
44.5K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.6K+ 57.28% |
$429K - $455K
|
78.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.6K+ 15.2% |
$369K - $391K
|
186K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.2KNew |
$333K - $353K
|
22.2K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
21KNew |
$315K - $334K
|
21K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.9K+ 20.8% |
$314K - $333K
|
122K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.1K+ 118270.59% |
$302K - $320K
|
20.1K
$300K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
19.4KNew |
$291K - $309K
|
19.4K
$289K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
19KNew |
$285K - $302K
|
19K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 2.98% |
$268K - $285K
|
618K
$9.21M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$223K - $236K
|
14.8K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.7K+ 18.47% |
$221K - $234K
|
94.4K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.3KNew |
$214K - $227K
|
14.3K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1KNew |
$197K - $208K
|
13.1K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 21.51% |
$184K - $195K
|
69.3K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$183K - $194K
|
12.2K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.1KNew |
$181K - $192K
|
12.1K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8KNew |
$176K - $187K
|
11.8K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 6.48% |
$164K - $174K
|
180K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.2KNew |
$153K - $162K
|
10.2K
$152K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.83K+ 42.15% |
$148K - $156K
|
33.2K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.06K+ 7.59% |
$121K - $128K
|
114K
$1.7M
|