Institutional Ownership Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $428 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,156,160
shares
|
$105 Million
0.01% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,400,505
shares
|
$31 Million
0.01% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,271,410
shares
|
$29.3 Million
2.55% of portfolio
|
Q3 2025
Added 21.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,581,195
shares
|
$20.4 Million
0.0% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,203,938
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2025
Added 77.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
951,693
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
831,424
shares
|
$10.7 Million
0.04% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
820,049
shares
|
$10.6 Million
0.35% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
796,772
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
761,246
shares
|
$9.83 Million
0.0% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
706,973
shares
|
$9.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
504,365
shares
|
$6.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
472,500
shares
|
$6.1 Million
1.21% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
455,829
shares
|
$5.88 Million
3.98% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
441,497
shares
|
$5.7 Million
0.09% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
424,480
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
369,461
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Added 30.22%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
336,789
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
309,569
shares
|
$4 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
291,622
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,267
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
273,901
shares
|
$3.54 Million
0.2% of portfolio
|
Q3 2025
Added 137.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
236,227
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
231,467
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 07, 2025 Q3 2025 |
229,328
shares
|
$2.96 Million
2.17% of portfolio
|
Q3 2025
Reduced 3.81%
|
|