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 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
500+ 3.18% |
$7.54K - $9.63K
|
16.2K
$241K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
500+ 3.26% |
$7.54K - $9.63K
|
15.9K
$236K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
393New |
$5.93K - $7.57K
|
393
$5.85K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
386New |
$5.82K - $7.43K
|
386
$5.75K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
363+ 1.63% |
$5.47K - $6.99K
|
22.6K
$337K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
357+ 0.08% |
$5.38K - $6.87K
|
463K
$6.89M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
310+ 2.67% |
$4.67K - $5.97K
|
11.9K
$177K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
300+ 2.98% |
$4.52K - $5.78K
|
10.4K
$154K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
124+ 0.46% |
$1.87K - $2.39K
|
27.3K
$406K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
90+ 0.36% |
$1.36K - $1.73K
|
25K
$372K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
57+ 1.69% |
$860 - $1.1K
|
3.43K
$51K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
52+ 0.81% |
$784 - $1K
|
6.5K
$96.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
50+ 5000.0% |
$754 - $963
|
51
$759
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 0.81% |
$754 - $963
|
6.25K
$93.1K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
39+ 3.04% |
$588 - $751
|
1.32K
$19.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32+ 0.11% |
$483 - $616
|
29.6K
$440K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
10+ 0.02% |
$151 - $193
|
57.7K
$858K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 3.31% |
$60.3 - $77
|
125
$1.86K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-62- 0.39% |
$935 - $1.19K
|
15.8K
$235K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-68Closed |
$1.03K - $1.31K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-69Closed |
$1.04K - $1.33K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-102- 0.97% |
$1.54K - $1.96K
|
10.4K
$155K
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-302- 2.05% |
$4.55K - $5.81K
|
14.4K
$215K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-407- 0.4% |
$6.14K - $7.83K
|
100K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-592- 2.31% |
$8.93K - $11.4K
|
25K
$372K
|
|
|
Aug 12, 2022
Q2 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-662- 0.36% |
$9.98K - $12.7K
|
181K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-741- 4.52% |
$11.2K - $14.3K
|
15.7K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-844Closed |
$12.7K - $16.2K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-929- 7.59% |
$14K - $17.9K
|
11.3K
$168K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.03K- 1.79% |
$15.6K - $19.9K
|
56.7K
$845K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 2.2% |
$18.2K - $23.2K
|
53.5K
$797K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.23K- 2.98% |
$18.5K - $23.6K
|
39.9K
$595K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.32KClosed |
$19.9K - $25.4K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.7K- 3.63% |
$25.6K - $32.7K
|
45.1K
$671K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 2.99% |
$27.4K - $35K
|
59.1K
$880K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.82K- 20.44% |
$27.5K - $35.1K
|
7.09K
$106K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.85K- 0.89% |
$27.9K - $35.6K
|
206K
$3.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.04K- 8.39% |
$30.8K - $39.3K
|
22.3K
$332K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.16K- 20.56% |
$32.6K - $41.6K
|
8.35K
$124K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 39.62% |
$38.8K - $49.6K
|
3.93K
$58.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.75KClosed |
$41.5K - $53K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.83K- 0.59% |
$42.6K - $54.4K
|
479K
$7.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.99K- 11.27% |
$45K - $57.5K
|
23.5K
$350K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.11KClosed |
$47K - $59.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.23K- 3.21% |
$48.7K - $62.2K
|
97.3K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.25K- 6.01% |
$49K - $62.6K
|
50.8K
$756K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.26K- 35.5% |
$49.2K - $62.8K
|
5.93K
$88.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.59K- 23.31% |
$54.1K - $69.1K
|
11.8K
$176K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.71KClosed |
$71K - $90.6K
|
0
$0
|