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 174 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $396 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,308,742
shares
|
$114 Million
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,592,313
shares
|
$24.9 Million
0.01% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,210,114
shares
|
$18.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
1,104,801
shares
|
$17.3 Million
1.55% of portfolio
|
Q4 2024
Added 53.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
806,672
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
686,319
shares
|
$10.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 35.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
636,965
shares
|
$9.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
559,378
shares
|
$8.74 Million
0.32% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
499,964
shares
|
$7.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
465,501
shares
|
$7.27 Million
0.02% of portfolio
|
Q3 2024
Added 30.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
464,771
shares
|
$7.26 Million
0.01% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
449,136
shares
|
$7.02 Million
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
383,434
shares
|
$5.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
372,465
shares
|
$5.82 Million
3.87% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
368,244
shares
|
$5.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
346,971
shares
|
$5.42 Million
0.84% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
323,082
shares
|
$5.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 92.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
320,347
shares
|
$5 Million
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
295,585
shares
|
$4.62 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
293,078
shares
|
$4.58 Million
0.02% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
284,710
shares
|
$4.45 Million
2.79% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,267
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
266,616
shares
|
$4.16 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
257,513
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
214,881
shares
|
$3.36 Million
0.5% of portfolio
|
Q3 2024
Added 8.45%
|