Latest Institutional Purchases of Guggenheim Strategic Opportunities Fund (GOF)
This list provides information on the latest institutional transactions involving Guggenheim Strategic Opportunities Fund (GOF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
32New |
$442 - $478
|
32
$490
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
293KNew |
$3.8M - $4.36M
|
293K
$4.48M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
105K+ 60.82% |
$1.36M - $1.56M
|
277K
$4.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
14.8KNew |
$192K - $220K
|
14.8K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.2KNew |
$184K - $211K
|
14.2K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.06K+ 2.87% |
$65.8K - $75.4K
|
181K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.83KNew |
$62.7K - $71.9K
|
4.83K
$73.9K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$22K - $25.2K
|
1.69K
$25.9K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$19.5K - $22.4K
|
1.5K
$23K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
713New |
$9.27K - $10.6K
|
713
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
659New |
$8.57K - $9.82K
|
659
$10.1K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$6.5K - $7.45K
|
500
$7.66K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
181+ 4.03% |
$2.35K - $2.7K
|
4.68K
$71.6K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
96.1KNew |
$1.07M - $1.35M
|
96.1K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
78KNew |
$871K - $1.1M
|
78K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
58.8K+ 3269.17% |
$657K - $829K
|
60.6K
$929K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
58.1K+ 60.87% |
$648K - $817K
|
153K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
57.1KNew |
$637K - $804K
|
57.1K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
47.1KNew |
$526K - $663K
|
47.1K
$721K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
45.9KNew |
$512K - $646K
|
45.9K
$703K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
42.6KNew |
$476K - $600K
|
42.6K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.3KNew |
$182K - $230K
|
16.3K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.2KNew |
$181K - $229K
|
16.2K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
14.9KNew |
$166K - $210K
|
14.9K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14.8KNew |
$165K - $209K
|
14.8K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.8KNew |
$132K - $166K
|
11.8K
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4KNew |
$44.6K - $56.3K
|
4K
$61.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
608New |
$6.79K - $8.56K
|
608
$9.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$5.58K - $7.04K
|
500
$7.66K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
66.7KNew |
$986K - $1.09M
|
66.7K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.5KNew |
$215K - $237K
|
14.5K
$223K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5KNew |
$200K - $220K
|
13.5K
$207K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.55K+ 55.28% |
$96.7K - $107K
|
18.4K
$282K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.38KNew |
$49.8K - $54.9K
|
3.38K
$51.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
463+ 3.75% |
$6.84K - $7.54K
|
12.8K
$196K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
342New |
$5.05K - $5.57K
|
342
$5.24K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$320K - $351K
|
21.1K
$323K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.72K+ 434.18% |
$26.1K - $28.6K
|
2.11K
$32.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
315New |
$4.79K - $5.24K
|
315
$4.83K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
87.4K+ 137.42% |
$1.36M - $1.51M
|
151K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
15.9KNew |
$248K - $275K
|
15.9K
$244K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14.1KNew |
$219K - $244K
|
14.1K
$216K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$49.3K - $54.9K
|
3.17K
$48.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.2KNew |
$18.7K - $20.8K
|
1.2K
$18.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$15.6K - $17.3K
|
1K
$15.3K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
311New |
$4.84K - $5.38K
|
311
$4.76K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$3.11K - $3.46K
|
200
$3.06K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
160New |
$2.49K - $2.77K
|
160
$2.45K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
67+ 1.88% |
$1.04K - $1.16K
|
3.63K
$55.5K
|
|