Purchases and Sales Made in Q3 2022 in Guggenheim Strategic Opportunities Fund (GOF)

GOF Quotes by TradingView

This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q3 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
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
457K
+ 45.48%
$6.85M - $8.11M
1.46M $22.5M
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
199K
+ 995.92%
$2.97M - $3.52M
219K $3.37M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
192K
+ 5.42%
$2.88M - $3.42M
3.74M $57.6M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
109K
+ 28.96%
$1.63M - $1.93M
485K $7.46M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
97.7K
+ 25.02%
$1.46M - $1.73M
488K $7.52M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
95.4K
New
$1.43M - $1.69M
95.4K $1.47M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
94.7K
New
$1.42M - $1.68M
94.7K $1.46M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
85.1K
New
$1.27M - $1.51M
85.1K $1.31M
Nov 02, 2022 Q3 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
78.4K
New
$1.17M - $1.39M
78.4K $1.21M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
73.7K
New
$1.1M - $1.31M
73.7K $1.13M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
48.4K
+ 25.19%
$725K - $859K
241K $3.7M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
48.4K
+ 126.59%
$724K - $858K
86.6K $1.33M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
46.8K
New
$701K - $831K
46.8K $721K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
43.8K
+ 21.3%
$657K - $778K
250K $3.84M
Nov 14, 2022 Q3 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
42.6K
+ 47.43%
$638K - $756K
132K $2.04M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
41.3K
+ 13.71%
$619K - $733K
343K $5.27M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
39.4K
+ 52.59%
$590K - $699K
114K $1.76M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
37.6K
+ 87.11%
$563K - $668K
80.8K $1.24M
Oct 13, 2022 Q3 2022
Tennessee Valley Asset Management Partners

BUY
 -
26K
New
$389K - $461K
26K $400K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
24.3K
+ 84.97%
$364K - $431K
52.8K $814K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
21.3K
+ 193.54%
$320K - $379K
32.4K $498K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
19.6K
+ 4.09%
$293K - $348K
499K $7.68M
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
18.3K
+ 5934.63%
$275K - $325K
18.6K $287K
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
17.3K
+ 2.54%
$259K - $307K
697K $10.7M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
15.8K
+ 9.45%
$237K - $280K
183K $2.82M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
14.8K
New
$222K - $263K
14.8K $228K
Nov 14, 2022 Q3 2022
Bison Wealth, LLC

BUY
 -
14.3K
New
$214K - $254K
14.3K $220K
Oct 11, 2022 Q3 2022
Lvz, Inc.

BUY
 -
13.7K
New
$205K - $243K
13.7K $211K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
13.1K
+ 9.62%
$197K - $233K
150K $2.3M
Oct 13, 2022 Q3 2022
Retirement Planning Group

BUY
 -
11.3K
New
$170K - $201K
11.3K $175K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
11.1K
+ 3.26%
$166K - $197K
351K $5.41M
Nov 09, 2022 Q3 2022
Fsa Wealth Management LLC

Needham, MA
BUY
 -
11K
New
$165K - $195K
11K $170K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.7K
+ 6.86%
$161K - $190K
167K $2.57M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
10.6K
New
$159K - $188K
10.6K $163K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
9.58K
+ 29.33%
$143K - $170K
42.2K $650K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.77K
+ 1.9%
$131K - $156K
472K $7.26M
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
7.19K
+ 4.3%
$108K - $128K
174K $2.69M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
6.96K
+ 6.35%
$104K - $124K
117K $1.8M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.14K
+ 10.09%
$77K - $91.2K
56.1K $863K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
3.2K
+ 4.58%
$47.9K - $56.7K
73K $1.12M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.08K
+ 19.4%
$46.1K - $54.6K
18.9K $291K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.82K
+ 5.06%
$42.3K - $50.1K
58.6K $903K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
2.67K
+ 6.69%
$40K - $47.4K
42.6K $656K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
2.38K
+ 38.0%
$35.6K - $42.2K
8.63K $133K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
1.99K
+ 8.62%
$29.8K - $35.3K
25K $386K
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
1.76K
+ 1.39%
$26.3K - $31.2K
128K $1.97M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.6K
+ 6.38%
$23.9K - $28.3K
26.6K $410K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.41K
+ 19.94%
$21.2K - $25.1K
8.51K $131K
Nov 10, 2022 Q3 2022
First Foundation Advisors

Irvine, CA
BUY
 -
1.31K
+ 3.37%
$19.6K - $23.3K
40.2K $619K

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