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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.57K+ 29.59% |
$49.3K - $53.4K
|
15.6K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.49K+ 4.56% |
$48.2K - $52.2K
|
80.1K
$1.22M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.4K+ 11.23% |
$46.9K - $50.8K
|
33.7K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.39K+ 7.89% |
$46.8K - $50.7K
|
46.4K
$709K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.18K+ 22.88% |
$43.8K - $47.5K
|
17.1K
$260K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.85K+ 12.5% |
$39.3K - $42.6K
|
25.6K
$391K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.57K+ 5.05% |
$35.4K - $38.4K
|
53.4K
$816K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$34.5K - $37.4K
|
2.5K
$38.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.28KNew |
$31.4K - $34K
|
2.28K
$34.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.83K+ 10.6% |
$25.3K - $27.4K
|
19.1K
$292K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.77K+ 2.92% |
$24.4K - $26.4K
|
62.3K
$952K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.58KNew |
$21.8K - $23.7K
|
1.58K
$24.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.53K+ 15.31% |
$21.1K - $22.9K
|
11.5K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.13K+ 1.54% |
$15.5K - $16.8K
|
74K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.07K+ 92.7% |
$14.7K - $15.9K
|
2.22K
$33.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 3.03% |
$14K - $15.1K
|
34.4K
$526K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
700New |
$9.66K - $10.5K
|
700
$10.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
601+ 164.66% |
$8.29K - $8.98K
|
966
$14.8K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600+ 5.26% |
$8.28K - $8.97K
|
12K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
450+ 2.26% |
$6.21K - $6.73K
|
20.4K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
428New |
$5.91K - $6.4K
|
428
$6.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
377+ 1.03% |
$5.2K - $5.64K
|
37K
$565K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
200New |
$2.76K - $2.99K
|
200
$3.05K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
193New |
$2.66K - $2.89K
|
193
$2.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
140+ 1.74% |
$1.93K - $2.09K
|
8.17K
$125K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
122+ 1.58% |
$1.68K - $1.82K
|
7.85K
$120K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
99+ 0.41% |
$1.37K - $1.48K
|
24.4K
$373K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
93+ 0.44% |
$1.28K - $1.39K
|
21.4K
$327K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75New |
$1.04K - $1.12K
|
75
$1.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
71+ 0.29% |
$980 - $1.06K
|
24.4K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63New |
$869 - $942
|
63
$962
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
40New |
$552 - $598
|
40
$611
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
37+ 0.2% |
$511 - $553
|
18.6K
$284K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
32New |
$442 - $478
|
32
$489
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22+ 0.33% |
$304 - $329
|
6.67K
$102K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 0.98% |
$524 - $568
|
3.84K
$58.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-280- 0.45% |
$3.86K - $4.19K
|
62.1K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-280- 0.91% |
$3.86K - $4.19K
|
30.5K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-285- 5.01% |
$3.93K - $4.26K
|
5.41K
$82.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-500- 4.34% |
$6.9K - $7.48K
|
11K
$168K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-644- 3.93% |
$8.89K - $9.63K
|
15.7K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-814- 20.97% |
$11.2K - $12.2K
|
3.07K
$46.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.16K- 10.35% |
$15.9K - $17.3K
|
10K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.21K- 9.45% |
$16.7K - $18.1K
|
11.6K
$177K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
SELL
|
- |
-1.27K- 2.21% |
$17.5K - $19K
|
56.2K
$858K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.44K- 6.61% |
$19.9K - $21.6K
|
20.4K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.48K- 4.69% |
$20.4K - $22.1K
|
30K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.51K- 3.07% |
$20.9K - $22.6K
|
47.8K
$730K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.71K- 48.8% |
$23.6K - $25.6K
|
1.79K
$27.4K
|