Latest Institutional Transactions on Guggenheim Strategic Opportunities Fund (GOF)
This table provides information on the latest institutional transactions involving Guggenheim Strategic Opportunities Fund (GOF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.73K+ 3.12% |
$26K - $27.7K
|
57K
$891K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 50.11% |
$242K - $258K
|
48.3K
$754K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21K- 32.0% |
$316K - $337K
|
44.6K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.67K+ 13.89% |
$25.1K - $26.7K
|
13.7K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.17K+ 15.43% |
$62.8K - $66.9K
|
31.2K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
101+ 0.41% |
$1.52K - $1.62K
|
24.6K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.06K- 2.79% |
$31.1K - $33.1K
|
72K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$196K - $208K
|
13K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 99.79% |
$123K - $131K
|
17
$266
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$153K - $163K
|
10.2K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
51.9KNew |
$782K - $832K
|
51.9K
$811K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
679+ 2.09% |
$10.2K - $10.9K
|
33.1K
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.48K+ 5.96% |
$67.4K - $71.8K
|
79.6K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25K+ 13.15% |
$124K - $132K
|
71K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256+ 2.44% |
$3.85K - $4.1K
|
10.8K
$168K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
944+ 4.45% |
$14.2K - $15.1K
|
22.2K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
13K+ 3.89% |
$195K - $208K
|
347K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.05K- 1.17% |
$45.9K - $48.9K
|
258K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11K+ 11.49% |
$165K - $176K
|
106K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
197+ 0.73% |
$2.96K - $3.16K
|
27.2K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
69.1KNew |
$1.04M - $1.11M
|
69.1K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$159K - $169K
|
10.5K
$165K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
483+ 1.95% |
$7.27K - $7.74K
|
25.2K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.32K+ 13.13% |
$34.8K - $37.1K
|
19.9K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-831- 3.56% |
$12.5K - $13.3K
|
22.5K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-6.36K- 11.33% |
$95.7K - $102K
|
49.8K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.53K- 5.15% |
$53.1K - $56.5K
|
65K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
92+ 1.39% |
$1.38K - $1.47K
|
6.7K
$105K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-921- 55.05% |
$13.9K - $14.8K
|
752
$11.7K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-457K- 96.58% |
$6.88M - $7.33M
|
16.2K
$253K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
724+ 40.36% |
$10.8K - $11.4K
|
2.52K
$39.3K
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-3.72K- 15.4% |
$55.6K - $58.6K
|
20.4K
$319K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.13K- 5.93% |
$46.7K - $49.3K
|
49.6K
$775K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.29K- 6.45% |
$19.3K - $20.4K
|
18.8K
$293K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-408- 5.0% |
$6.1K - $6.43K
|
7.76K
$121K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.7K+ 20.92% |
$757K - $799K
|
293K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-562- 0.56% |
$8.4K - $8.86K
|
99.6K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.47K+ 3.15% |
$66.8K - $70.5K
|
146K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-235K- 31.97% |
$3.51M - $3.7M
|
500K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
872+ 8.72% |
$13K - $13.7K
|
10.9K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-154- 0.5% |
$2.3K - $2.43K
|
30.4K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
42.2K+ 3.61% |
$630K - $665K
|
1.21M
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
990+ 7.38% |
$14.8K - $15.6K
|
14.4K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.62K+ 7.08% |
$39.2K - $41.3K
|
39.6K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.69K- 7.02% |
$85.1K - $89.7K
|
75.4K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
275+ 1.18% |
$4.11K - $4.33K
|
23.5K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3K+ 14.73% |
$44.8K - $47.3K
|
23.4K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13KNew |
$194K - $205K
|
13K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.4K- 5.51% |
$155K - $163K
|
178K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.1K+ 4.01% |
$465K - $490K
|
807K
$12.6M
|
|