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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
101New |
$1.51K - $1.59K
|
101
$1.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
925+ 4.08% |
$13.8K - $14.6K
|
23.6K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
93+ 0.43% |
$1.39K - $1.47K
|
21.5K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37K+ 8.99% |
$553K - $584K
|
449K
$7.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
530+ 1.11% |
$7.92K - $8.35K
|
48.3K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 2.36% |
$2.52M - $2.66M
|
7.31M
$114M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.7K+ 8.45% |
$250K - $264K
|
215K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66K+ 54.19% |
$24.8K - $26.2K
|
4.73K
$73.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.7K- 4.84% |
$280K - $295K
|
368K
$5.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.6KNew |
$173K - $183K
|
11.6K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.7K+ 6.62% |
$519K - $547K
|
559K
$8.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
76+ 3.43% |
$1.14K - $1.2K
|
2.29K
$35.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.7K+ 31.79% |
$295K - $311K
|
81.8K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29.9K- 12.23% |
$447K - $471K
|
215K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.5K+ 36.13% |
$261K - $275K
|
65.8K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.39K- 8.26% |
$50.7K - $53.5K
|
37.7K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.44K- 36.65% |
$36.5K - $38.5K
|
4.22K
$66K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-671- 3.06% |
$10K - $10.6K
|
21.3K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
16.6K+ 9.96% |
$248K - $262K
|
183K
$2.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.59K- 3.6% |
$23.7K - $25K
|
42.5K
$664K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$35.3K - $37.3K
|
2.36K
$36.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$36.8K - $38.8K
|
2.46K
$38.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 19.76% |
$3.93M - $4.14M
|
1.59M
$24.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
750New |
$11.2K - $11.8K
|
750
$11.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.69K+ 2.46% |
$115K - $121K
|
320K
$5M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$152K - $161K
|
10.2K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
18K+ 107.29% |
$269K - $284K
|
34.8K
$543K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-383K- 35.81% |
$5.72M - $6.04M
|
686K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.53K+ 6.16% |
$22.8K - $24.1K
|
26.3K
$411K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
416+ 0.21% |
$6.22K - $6.56K
|
196K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109K+ 30.45% |
$1.62M - $1.71M
|
466K
$7.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32Closed |
$478 - $504
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
11.8KNew |
$176K - $186K
|
11.8K
$184K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
750+ 107.14% |
$11.2K - $11.8K
|
1.45K
$22.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.1KNew |
$151K - $160K
|
10.1K
$158K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.3K+ 39.63% |
$856K - $903K
|
202K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 8.09% |
$312K - $329K
|
279K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-334- 22.37% |
$4.99K - $5.26K
|
1.16K
$18.1K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-5.47K- 1.82% |
$81.7K - $86.2K
|
296K
$4.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
630+ 1.99% |
$9.41K - $9.93K
|
32.3K
$504K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.9KNew |
$28.4K - $30K
|
1.9K
$29.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4KNew |
$59.8K - $63K
|
4K
$62.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-601- 62.22% |
$8.98K - $9.47K
|
365
$5.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.5K+ 15.02% |
$97.1K - $102K
|
49.7K
$777K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.52K- 5.63% |
$82.4K - $86.9K
|
92.5K
$1.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.28K+ 9.74% |
$49K - $51.7K
|
37K
$577K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.13K+ 1.54% |
$15.5K - $16.8K
|
74K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.21K- 9.45% |
$16.7K - $18.1K
|
11.6K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63New |
$869 - $942
|
63
$984
|
|