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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.95K+ 28.78% |
$104K - $111K
|
31.1K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6.65K+ 126.88% |
$99.8K - $106K
|
11.9K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.35K+ 45.85% |
$95.2K - $101K
|
20.2K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.27K+ 142.33% |
$94.1K - $99.8K
|
10.7K
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 2.3% |
$88.9K - $94.3K
|
263K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.76K+ 11.11% |
$86.4K - $91.6K
|
57.6K
$857K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
5.72K+ 19.47% |
$85.7K - $90.9K
|
35.1K
$522K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.63K+ 22.67% |
$84.5K - $89.6K
|
30.5K
$454K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.54K+ 6.4% |
$68.1K - $72.2K
|
75.5K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.22K+ 30.86% |
$63.3K - $67.1K
|
17.9K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.08K+ 8.9% |
$61.2K - $65K
|
50K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
4.07KNew |
$61.1K - $64.8K
|
4.07K
$60.6K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
4KNew |
$60K - $63.6K
|
4K
$59.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.23K+ 7.72% |
$48.5K - $51.4K
|
45.1K
$672K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3K+ 18.31% |
$45K - $47.7K
|
19.4K
$289K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.96KNew |
$44.3K - $47K
|
2.96K
$44K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.94KNew |
$44.1K - $46.8K
|
2.94K
$43.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.26KNew |
$33.9K - $35.9K
|
2.26K
$33.6K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.01K+ 8.81% |
$30.2K - $32K
|
24.8K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 15.38% |
$30K - $31.8K
|
15K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.73K+ 8.03% |
$25.9K - $27.5K
|
23.2K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.63KNew |
$24.4K - $25.9K
|
1.63K
$24.2K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.61K+ 3.89% |
$24.2K - $25.7K
|
43.1K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 0.83% |
$22.5K - $23.8K
|
181K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 2.68% |
$17.4K - $18.4K
|
44.4K
$661K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
960+ 304.76% |
$14.4K - $15.3K
|
1.28K
$19K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
929+ 19.75% |
$13.9K - $14.8K
|
5.63K
$83.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
820+ 56.55% |
$12.3K - $13K
|
2.27K
$33.8K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
724+ 31.59% |
$10.9K - $11.5K
|
3.02K
$44.9K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 6.78% |
$10.5K - $11.1K
|
11K
$163K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
677+ 3.39% |
$10.2K - $10.8K
|
20.6K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
656+ 4.59% |
$9.84K - $10.4K
|
14.9K
$222K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
608+ 20.58% |
$9.12K - $9.67K
|
3.56K
$53.1K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
584+ 5.74% |
$8.76K - $9.29K
|
10.8K
$160K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
576+ 33.98% |
$8.64K - $9.16K
|
2.27K
$33.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
482+ 1.04% |
$7.23K - $7.67K
|
46.8K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
434+ 1.72% |
$6.51K - $6.9K
|
25.6K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
381+ 1.4% |
$5.72K - $6.06K
|
27.6K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
271New |
$4.07K - $4.31K
|
271
$4.04K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
240+ 2.37% |
$3.6K - $3.82K
|
10.4K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
199+ 1.79% |
$2.99K - $3.17K
|
11.3K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
119+ 3.76% |
$1.79K - $1.89K
|
3.29K
$48.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
106+ 0.43% |
$1.59K - $1.69K
|
24.7K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98+ 2.33% |
$1.47K - $1.56K
|
4.3K
$64.1K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
96+ 0.85% |
$1.44K - $1.53K
|
11.3K
$169K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
44+ 0.28% |
$660 - $700
|
16K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
32+ 0.23% |
$480 - $509
|
13.7K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24+ 3.68% |
$360 - $382
|
677
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-46- 0.06% |
$690 - $732
|
71.9K
$1.07M
|