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 182 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
70,979
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
69,122
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,886
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 189.36%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
66,737
shares
|
$1.06 Million
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,791
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
65,002
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
60,115
shares
|
$955,227
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
57,033
shares
|
$906,254
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
56,181
shares
|
$892,716
0.28% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
51,799
shares
|
$823,086
0.24% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,000
shares
|
$794,500
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
49,939
shares
|
$793,530
0.07% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
49,780
shares
|
$791,004
0.49% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
48,499
shares
|
$770,649
0.04% of portfolio
|
Q4 2024
Added 50.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,250
shares
|
$766,692
0.01% of portfolio
|
Q4 2024
Added 50.11%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
47,200
shares
|
$750,008
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,797
shares
|
$743,604
0.03% of portfolio
|
Q2 2020
Reduced 3.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
46,294
shares
|
$735,611
0.03% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
45,883
shares
|
$729,080
0.01% of portfolio
|
Q4 2024
Added 27.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
45,376
shares
|
$721,024
0.02% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
44,624
shares
|
$709,075
0.0% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,246
shares
|
$687,178
0.0% of portfolio
|
Q4 2024
Added 83.96%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
41,867
shares
|
$665,266
0.03% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
41,515
shares
|
$659,673
0.01% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,853
shares
|
$601,484
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|