Purchases and Sales Made in Q2 2023 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q2 2023. 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
383K+ 10.09% |
$5.82M - $6.38M
|
4.18M
$63.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
287K+ 56.98% |
$4.36M - $4.78M
|
791K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
258K+ 47.33% |
$3.92M - $4.29M
|
802K
$12.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
248K+ 602.62% |
$3.77M - $4.13M
|
289K
$4.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
202KNew |
$3.08M - $3.37M
|
202K
$3.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131K+ 206.14% |
$1.98M - $2.17M
|
194K
$2.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
112K+ 30.71% |
$1.7M - $1.86M
|
475K
$7.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
109K+ 7.26% |
$1.66M - $1.82M
|
1.62M
$24.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
98.1KNew |
$1.49M - $1.63M
|
98.1K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
57.5KNew |
$874K - $958K
|
57.5K
$880K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
52K+ 29.59% |
$790K - $866K
|
228K
$3.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
50.9K+ 27.08% |
$774K - $848K
|
239K
$3.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
35.8K+ 14.58% |
$545K - $597K
|
282K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
34.4K+ 52.89% |
$523K - $572K
|
99.4K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.8K+ 4.63% |
$484K - $530K
|
719K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.6K+ 8.74% |
$480K - $525K
|
393K
$6.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.8K+ 32.39% |
$423K - $463K
|
114K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.8K+ 12.28% |
$392K - $429K
|
236K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$345K - $378K
|
22.7K
$348K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
21.8K+ 9.78% |
$331K - $363K
|
245K
$3.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$320K - $351K
|
21.1K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.1K+ 7.68% |
$305K - $334K
|
281K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.1KNew |
$305K - $334K
|
20.1K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.7K+ 16.87% |
$299K - $328K
|
136K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 5.09% |
$270K - $295K
|
366K
$5.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16.9KNew |
$257K - $281K
|
16.9K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.8K+ 28.65% |
$255K - $279K
|
75.2K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 5.29% |
$253K - $277K
|
331K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.5K+ 33.2% |
$221K - $242K
|
58.2K
$891K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
13.5KNew |
$205K - $224K
|
13.5K
$206K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
12.4KNew |
$188K - $206K
|
12.4K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
12K+ 14.14% |
$182K - $199K
|
96.6K
$1.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.3K+ 45.83% |
$156K - $171K
|
32.6K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.06K+ 83.22% |
$138K - $151K
|
20K
$305K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.49K+ 4.96% |
$129K - $141K
|
179K
$2.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.5KNew |
$114K - $125K
|
7.5K
$115K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.48K+ 6.09% |
$98.5K - $108K
|
113K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.91K+ 16.93% |
$89.8K - $98.3K
|
40.8K
$624K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.09K+ 8.05% |
$77.3K - $84.7K
|
68.2K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.65K+ 10.1% |
$70.7K - $77.4K
|
50.7K
$775K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.2K+ 5.71% |
$63.8K - $69.9K
|
77.8K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.01K+ 13.4% |
$61K - $66.8K
|
33.9K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.6K+ 5.41% |
$54.8K - $60K
|
70.2K
$1.07M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.32K+ 4.63% |
$50.4K - $55.2K
|
74.9K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
3.18K+ 18.62% |
$48.3K - $52.9K
|
20.3K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.28K+ 4.0% |
$34.6K - $37.9K
|
59.1K
$904K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 14.88% |
$30.9K - $33.8K
|
15.7K
$240K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02K+ 0.77% |
$30.7K - $33.6K
|
265K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2K+ 9.49% |
$30.4K - $33.3K
|
23.1K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.72K+ 434.18% |
$26.1K - $28.6K
|
2.11K
$32.3K
|