Purchases and Sales Made in Q4 2024 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
69.1KNew |
$1.04M - $1.11M
|
69.1K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11K+ 11.49% |
$165K - $176K
|
106K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$159K - $169K
|
10.5K
$161K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.32K+ 13.13% |
$34.8K - $37.1K
|
19.9K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
483+ 1.95% |
$7.27K - $7.74K
|
25.2K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
197+ 0.73% |
$2.96K - $3.16K
|
27.2K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
92+ 1.39% |
$1.38K - $1.47K
|
6.7K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-831- 3.56% |
$12.5K - $13.3K
|
22.5K
$344K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-921- 55.05% |
$13.9K - $14.8K
|
752
$11.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 1.17% |
$45.9K - $48.9K
|
258K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.53K- 5.15% |
$53.1K - $56.5K
|
65K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-6.36K- 11.33% |
$95.7K - $102K
|
49.8K
$762K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-457K- 96.58% |
$6.88M - $7.33M
|
16.2K
$248K
|