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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-367- 1.21% |
$5.52K - $5.88K
|
30K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-700- 3.49% |
$10.5K - $11.2K
|
19.4K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-831- 3.56% |
$12.5K - $13.3K
|
22.5K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-880- 4.34% |
$13.2K - $14.1K
|
19.4K
$289K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-921- 55.05% |
$13.9K - $14.8K
|
752
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.36K- 5.18% |
$20.5K - $21.9K
|
25K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 4.52% |
$27K - $28.7K
|
37.9K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.06K- 8.74% |
$31K - $33K
|
21.5K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.06K- 2.79% |
$31.1K - $33.1K
|
72K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.37K- 3.14% |
$35.6K - $37.9K
|
73K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 1.17% |
$45.9K - $48.9K
|
258K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.16K- 2.9% |
$47.6K - $50.7K
|
106K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.53K- 5.15% |
$53.1K - $56.5K
|
65K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.57K- 67.81% |
$53.7K - $57.2K
|
1.7K
$25.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.66K- 1.99% |
$55K - $58.6K
|
180K
$2.68M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.26K- 8.59% |
$64.2K - $68.3K
|
45.4K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.84K- 44.9% |
$87.8K - $93.6K
|
7.16K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6.19K- 5.5% |
$93.1K - $99.2K
|
106K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-6.36K- 11.33% |
$95.7K - $102K
|
49.8K
$741K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.51K- 31.41% |
$97.9K - $104K
|
14.2K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6.93K- 20.16% |
$104K - $111K
|
27.5K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 99.79% |
$123K - $131K
|
17
$253
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-13.6K- 14.4% |
$204K - $217K
|
80.7K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 3.68% |
$258K - $275K
|
448K
$6.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 2.54% |
$262K - $279K
|
669K
$9.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21K- 32.0% |
$316K - $337K
|
44.6K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-21.1K- 7.33% |
$317K - $338K
|
267K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-45.5K- 21.23% |
$685K - $730K
|
169K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46.3K- 56.64% |
$697K - $743K
|
35.5K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-46.4K- 16.29% |
$698K - $743K
|
238K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-113K- 22.64% |
$1.7M - $1.81M
|
387K
$5.76M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-128K- 43.44% |
$1.93M - $2.06M
|
167K
$2.49M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 19.42% |
$2.19M - $2.33M
|
603K
$8.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147K- 27.78% |
$2.22M - $2.36M
|
383K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-206K- 25.55% |
$3.1M - $3.3M
|
601K
$8.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-300K- 92.88% |
$4.52M - $4.81M
|
23K
$343K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-457K- 96.58% |
$6.88M - $7.33M
|
16.2K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-562K- 7.69% |
$8.46M - $9.01M
|
6.75M
$100M
|