Purchases and Sales Made in Q2 2024 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
333KNew |
$4.59M - $4.97M
|
333K
$5.12M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
301KNew |
$4.15M - $4.5M
|
301K
$4.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
300K+ 1166.06% |
$4.14M - $4.49M
|
326K
$5.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
88.6K+ 20.13% |
$1.22M - $1.32M
|
529K
$8.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.6K+ 22.1% |
$1.03M - $1.12M
|
412K
$6.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.2K+ 4.91% |
$858K - $930K
|
1.33M
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45K+ 31.47% |
$621K - $673K
|
188K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.7K+ 12.16% |
$534K - $578K
|
357K
$5.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.9KNew |
$482K - $522K
|
34.9K
$538K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 6.45% |
$383K - $415K
|
458K
$7.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.6KNew |
$313K - $339K
|
22.6K
$349K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 0.3% |
$295K - $319K
|
7.14M
$110M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 0.3% |
$295K - $319K
|
7.14M
$110M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
20.8KNew |
$287K - $311K
|
20.8K
$320K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
20.4KNew |
$282K - $305K
|
20.4K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.2K+ 4.01% |
$279K - $302K
|
525K
$8.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.1KNew |
$277K - $300K
|
20.1K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20KNew |
$276K - $299K
|
20K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19.1K+ 149.63% |
$263K - $285K
|
31.8K
$490K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.8K+ 23.09% |
$259K - $281K
|
100K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.7K+ 69.18% |
$244K - $264K
|
43.3K
$666K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.5K+ 4.73% |
$241K - $261K
|
387K
$5.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.3K+ 21.46% |
$239K - $259K
|
98K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17K+ 19.89% |
$235K - $254K
|
103K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
13.5KNew |
$186K - $202K
|
13.5K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$185K - $201K
|
13.4K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.2K+ 13.87% |
$182K - $197K
|
108K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5K+ 6.71% |
$172K - $186K
|
198K
$3.05M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3K+ 30.44% |
$170K - $184K
|
52.8K
$813K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 9.27% |
$169K - $183K
|
145K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12K+ 7.77% |
$166K - $180K
|
167K
$2.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 4.55% |
$160K - $173K
|
266K
$4.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.3KNew |
$155K - $168K
|
11.3K
$173K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
11K+ 4.26% |
$152K - $164K
|
269K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.4K+ 81.3% |
$144K - $156K
|
23.2K
$358K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$140K - $152K
|
10.2K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$138K - $150K
|
10K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.07K+ 3.89% |
$125K - $136K
|
242K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.06K+ 25.82% |
$125K - $135K
|
44.1K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.54K+ 1.11% |
$118K - $128K
|
776K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.02K+ 37.03% |
$111K - $120K
|
29.7K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.4K+ 42.53% |
$102K - $111K
|
24.8K
$382K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
7.38K+ 30.44% |
$102K - $110K
|
31.6K
$487K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.12K+ 2.33% |
$98.2K - $106K
|
313K
$4.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.92K+ 120.73% |
$81.8K - $88.6K
|
10.8K
$167K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.15K+ 5.38% |
$71.1K - $77K
|
101K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.86K+ 28.94% |
$67.1K - $72.7K
|
21.7K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.72K+ 6.75% |
$65.1K - $70.5K
|
74.6K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.31K+ 37.74% |
$59.5K - $64.4K
|
15.7K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.65K+ 1.9% |
$50.4K - $54.6K
|
196K
$3.02M
|