Purchases and Sales Made in Q3 2024 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
444K+ 1477.13% |
$6.63M - $6.99M
|
474K
$7.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 19.76% |
$3.93M - $4.14M
|
1.59M
$24.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
192K+ 36.27% |
$2.87M - $3.02M
|
721K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 2.36% |
$2.52M - $2.66M
|
7.31M
$113M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109K+ 30.45% |
$1.62M - $1.71M
|
466K
$7.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
94.2KNew |
$1.41M - $1.49M
|
94.2K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
69.3K+ 25.78% |
$1.04M - $1.09M
|
338K
$5.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.3K+ 39.63% |
$856K - $903K
|
202K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.7K+ 20.92% |
$757K - $799K
|
293K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
42.2K+ 3.61% |
$630K - $665K
|
1.21M
$18.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.6KNew |
$592K - $625K
|
39.6K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37K+ 8.99% |
$553K - $584K
|
449K
$6.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36KNew |
$538K - $568K
|
36K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.7K+ 6.62% |
$519K - $547K
|
559K
$8.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.1KNew |
$480K - $507K
|
32.1K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.1K+ 4.01% |
$465K - $490K
|
807K
$12.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.5K+ 52.7% |
$382K - $403K
|
74K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.2KNew |
$317K - $335K
|
21.2K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 8.09% |
$312K - $329K
|
279K
$4.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20.3KNew |
$303K - $320K
|
20.3K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.7K+ 31.79% |
$295K - $311K
|
81.8K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.4K+ 116.9% |
$275K - $290K
|
34.2K
$526K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
18K+ 107.29% |
$269K - $284K
|
34.8K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.7K+ 16.38% |
$265K - $279K
|
126K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
17.6K+ 36.71% |
$263K - $278K
|
65.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.5K+ 36.13% |
$261K - $275K
|
65.8K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.7K+ 8.45% |
$250K - $264K
|
215K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
16.6K+ 9.96% |
$248K - $262K
|
183K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13KNew |
$194K - $205K
|
13K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.8K+ 20.6% |
$192K - $202K
|
75.2K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 27.77% |
$188K - $198K
|
57.9K
$892K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
11.8KNew |
$176K - $186K
|
11.8K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.6KNew |
$173K - $183K
|
11.6K
$179K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.4K+ 11.28% |
$170K - $180K
|
112K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$152K - $161K
|
10.2K
$157K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.1KNew |
$151K - $160K
|
10.1K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.84K+ 1.5% |
$117K - $124K
|
531K
$8.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.69K+ 2.46% |
$115K - $121K
|
320K
$4.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.96K+ 566.37% |
$104K - $110K
|
8.18K
$126K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.5K+ 32.5% |
$97.1K - $102K
|
26.5K
$408K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.5K+ 15.02% |
$97.1K - $102K
|
49.7K
$766K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.38K+ 24.83% |
$80.3K - $84.8K
|
27K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.47K+ 3.15% |
$66.8K - $70.5K
|
146K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.08K+ 2116.06% |
$61K - $64.4K
|
4.28K
$65.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4KNew |
$59.8K - $63K
|
4K
$61.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.68K+ 232.6% |
$55K - $58K
|
5.27K
$81.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.57K+ 22.8% |
$53.3K - $56.2K
|
19.2K
$296K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.28K+ 9.74% |
$49K - $51.7K
|
37K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3K+ 14.73% |
$44.8K - $47.3K
|
23.4K
$360K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.74K+ 2.58% |
$40.9K - $43.1K
|
109K
$1.68M
|