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 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.99KClosed |
$75.2K - $96K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.27KClosed |
$79.4K - $101K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6KClosed |
$90.5K - $116K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-7.6K- 15.19% |
$115K - $146K
|
42.4K
$653K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.84K- 17.17% |
$133K - $170K
|
42.6K
$656K
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-10.1KClosed |
$153K - $195K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.4K- 3.09% |
$157K - $201K
|
327K
$5.04M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$162K - $206K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-10.8KClosed |
$164K - $209K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-12.3KClosed |
$186K - $237K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-12.7KClosed |
$192K - $245K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.9K- 14.68% |
$194K - $248K
|
74.8K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.3K- 27.3% |
$201K - $257K
|
35.5K
$546K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.5KClosed |
$219K - $280K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-18.3KClosed |
$276K - $353K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-21.4KClosed |
$323K - $412K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.5K- 10.08% |
$325K - $415K
|
192K
$2.96M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24.9K- 21.69% |
$375K - $479K
|
89.8K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.1K- 31.27% |
$393K - $502K
|
57.3K
$882K
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-30.8K- 75.46% |
$464K - $592K
|
10K
$154K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-50.2K- 27.3% |
$757K - $966K
|
134K
$2.06M
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-56.7KClosed |
$855K - $1.09M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-80.5KClosed |
$1.21M - $1.55M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-184K- 20.4% |
$2.78M - $3.54M
|
718K
$11.1M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-232K- 27.34% |
$3.51M - $4.47M
|
618K
$9.51M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-306K- 93.88% |
$4.61M - $5.88M
|
19.9K
$307K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-335K- 99.91% |
$5.05M - $6.44M
|
309
$4.76K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-431K- 30.02% |
$6.5M - $8.3M
|
1.01M
$15.5M
|