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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.66K+ 3.32% |
$39.7K - $41.9K
|
82.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.62K+ 7.08% |
$39.2K - $41.3K
|
39.6K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$36.8K - $38.8K
|
2.46K
$37.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$35.3K - $37.3K
|
2.36K
$36.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98K+ 3.25% |
$29.5K - $31.1K
|
62.7K
$958K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.9KNew |
$28.4K - $30K
|
1.9K
$29K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.89K+ 3.54% |
$28.2K - $29.8K
|
55.3K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$25K - $26.4K
|
1.67K
$25.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66K+ 54.19% |
$24.8K - $26.2K
|
4.73K
$72.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.6K+ 4.59% |
$24K - $25.3K
|
36.6K
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.53K+ 6.16% |
$22.8K - $24.1K
|
26.3K
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.38K+ 5.38% |
$20.6K - $21.7K
|
27K
$412K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.28K+ 0.39% |
$19.2K - $20.2K
|
334K
$5.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.16K+ 1.53% |
$17.3K - $18.2K
|
76.8K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1K+ 50.0% |
$14.9K - $15.8K
|
3K
$45.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
990+ 7.38% |
$14.8K - $15.6K
|
14.4K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
925+ 4.08% |
$13.8K - $14.6K
|
23.6K
$360K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
912+ 0.91% |
$13.6K - $14.4K
|
101K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
872+ 8.72% |
$13K - $13.7K
|
10.9K
$166K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
750New |
$11.2K - $11.8K
|
750
$11.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
750+ 107.14% |
$11.2K - $11.8K
|
1.45K
$22.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
743+ 3.29% |
$11.1K - $11.7K
|
23.3K
$356K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
630+ 1.99% |
$9.41K - $9.93K
|
32.3K
$493K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
573+ 3.36% |
$8.56K - $9.03K
|
17.6K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
530+ 1.11% |
$7.92K - $8.35K
|
48.3K
$738K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
416+ 0.21% |
$6.22K - $6.56K
|
196K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
372+ 1.53% |
$5.56K - $5.86K
|
24.7K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
336+ 0.45% |
$5.02K - $5.3K
|
74.9K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
275+ 1.18% |
$4.11K - $4.33K
|
23.5K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
101New |
$1.51K - $1.59K
|
101
$1.54K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
97+ 0.4% |
$1.45K - $1.53K
|
24.5K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
93+ 0.43% |
$1.39K - $1.47K
|
21.5K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
76+ 3.43% |
$1.14K - $1.2K
|
2.29K
$35K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32Closed |
$478 - $504
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-79- 0.14% |
$1.18K - $1.25K
|
56.1K
$857K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-80- 2.09% |
$1.2K - $1.26K
|
3.76K
$57.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-154- 0.5% |
$2.3K - $2.43K
|
30.4K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-305- 1.5% |
$4.56K - $4.81K
|
20.1K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-334- 22.37% |
$4.99K - $5.26K
|
1.16K
$17.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-337- 3.11% |
$5.03K - $5.31K
|
10.5K
$160K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-408- 5.0% |
$6.1K - $6.43K
|
7.76K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-562- 0.56% |
$8.4K - $8.86K
|
99.6K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-601- 62.22% |
$8.98K - $9.47K
|
365
$5.57K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-671- 3.06% |
$10K - $10.6K
|
21.3K
$325K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.25K- 15.88% |
$18.6K - $19.7K
|
6.61K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.27K- 0.85% |
$19K - $20K
|
149K
$2.27M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.29K- 6.45% |
$19.3K - $20.4K
|
18.8K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.59K- 3.6% |
$23.7K - $25K
|
42.5K
$650K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 0.37% |
$25.6K - $27K
|
456K
$6.97M
|