Purchases and Sales Made in Q2 2022 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q2 2022. 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, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
307K+ 1081.41% |
$4.62M - $5.9M
|
335K
$5.11M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 6.28% |
$3.16M - $4.04M
|
3.55M
$54.2M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 6.28% |
$3.16M - $4.04M
|
3.55M
$54.2M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
94.9KNew |
$1.43M - $1.83M
|
94.9K
$1.45M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84.5KNew |
$1.27M - $1.63M
|
84.5K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.4K+ 27.56% |
$1.27M - $1.62M
|
390K
$5.96M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
69.8KNew |
$1.05M - $1.34M
|
69.8K
$1.07M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50KNew |
$754K - $963K
|
50K
$764K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.8K+ 20.58% |
$676K - $863K
|
263K
$4.01M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 8.39% |
$439K - $560K
|
376K
$5.74M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.6KNew |
$431K - $550K
|
28.6K
$436K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28.2K+ 331.83% |
$426K - $544K
|
36.8K
$561K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.9K+ 210.27% |
$390K - $498K
|
38.2K
$583K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 36.04% |
$380K - $485K
|
95.2K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.5K+ 3.74% |
$370K - $472K
|
680K
$10.4M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
24K+ 16.78% |
$362K - $463K
|
167K
$2.55M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
23.8K+ 27.67% |
$358K - $457K
|
110K
$1.67M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.3K+ 60.8% |
$290K - $371K
|
50.9K
$778K
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
17.1KNew |
$258K - $329K
|
17.1K
$261K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
15.5KNew |
$234K - $298K
|
15.5K
$236K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
12.4KNew |
$187K - $239K
|
12.4K
$190K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 31.8% |
$157K - $201K
|
43.2K
$659K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.72K+ 3.34% |
$147K - $187K
|
301K
$4.6M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.37K+ 68.41% |
$141K - $180K
|
23.1K
$352K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.18K+ 2.46% |
$123K - $158K
|
340K
$5.2M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.02K+ 6.24% |
$121K - $154K
|
137K
$2.08M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.53K+ 26.23% |
$114K - $145K
|
36.3K
$554K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7K+ 4.69% |
$106K - $135K
|
156K
$2.39M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.84K+ 26.5% |
$103K - $132K
|
32.6K
$499K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6K+ 17.58% |
$90.5K - $116K
|
40.1K
$613K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.99KNew |
$75.2K - $96K
|
4.99K
$76.2K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.74KNew |
$71.5K - $91.3K
|
4.74K
$72.4K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.65K+ 2.86% |
$70.1K - $89.5K
|
167K
$2.55M
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
4.27K+ 75.3% |
$64.4K - $82.2K
|
9.94K
$152K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4KNew |
$60.3K - $77K
|
4K
$61.1K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3.73KNew |
$56.3K - $71.8K
|
3.73K
$57K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.43K+ 33.83% |
$51.7K - $66K
|
13.6K
$207K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$30.2K - $38.5K
|
2K
$30.5K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.99K+ 1.6% |
$30K - $38.3K
|
126K
$1.93M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 14.07% |
$29.1K - $37.2K
|
15.7K
$239K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.8K+ 16.22% |
$27.1K - $34.7K
|
12.9K
$197K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 2.71% |
$22.2K - $28.4K
|
55.8K
$852K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.42K+ 8.67% |
$21.4K - $27.4K
|
17.8K
$272K
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
BUY
|
- |
1.3K+ 2.3% |
$19.6K - $25K
|
57.6K
$880K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 10.09% |
$15.2K - $19.4K
|
11K
$168K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
911+ 4.73% |
$13.7K - $17.5K
|
20.2K
$308K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
892+ 0.47% |
$13.5K - $17.2K
|
191K
$2.92M
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
700+ 2.23% |
$10.6K - $13.5K
|
32.1K
$490K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
696+ 4.06% |
$10.5K - $13.4K
|
17.8K
$272K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
614+ 2.91% |
$9.26K - $11.8K
|
21.7K
$332K
|