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 185 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
213,305
shares
|
$3.06 Million
2.72% of portfolio
|
Q1 2025
Reduced 42.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
201,926
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 39.63%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
196,262
shares
|
$2.82 Million
0.31% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
179,695
shares
|
$2.58 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
177,692
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
168,974
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.23%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
161,646
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
139,713
shares
|
$2.01 Million
0.07% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
132,765
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
117,867
shares
|
$1.69 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
106,201
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
106,201
shares
|
$1.53 Million
0.45% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,723
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
104,944
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
100,589
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 21.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
97,287
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,114
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
94,352
shares
|
$1.35 Million
0.24% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
91,269
shares
|
$1.31 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
88,130
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Added 81.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
87,195
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 155.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
77,368
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
77,306
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
75,520
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
72,996
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.14%
|