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 |
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
35,474
shares
|
$509,406
0.0% of portfolio
|
Q4 2024
Reduced 56.64%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
35,270
shares
|
$506,477
0.39% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
35,090
shares
|
$503,892
0.14% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
35,064
shares
|
$503,519
0.52% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
33,166
shares
|
$476,263
0.05% of portfolio
|
Q1 2025
Added 42.15%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
31,850
shares
|
$457,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
31,504
shares
|
$452,397
0.07% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
31,500
shares
|
$452,340
0.23% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
31,096
shares
|
$446,538
0.15% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
30,003
shares
|
$430,843
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
28,032
shares
|
$402,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
27,654
shares
|
$397,111
0.0% of portfolio
|
Q1 2025
Reduced 38.03%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
27,454
shares
|
$394,239
0.28% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
27,210
shares
|
$390,735
0.02% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,649
shares
|
$368,319
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
24,954
shares
|
$358,339
0.04% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
24,850
shares
|
$356,846
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
24,704
shares
|
$354,749
0.02% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
22,827
shares
|
$327,795
0.03% of portfolio
|
Q4 2024
Added 18.89%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
22,263
shares
|
$319,696
0.27% of portfolio
|
Q1 2025
Reduced 55.28%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
22,173
shares
|
$318,404
0.11% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
21,590
shares
|
$310,032
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
21,512
shares
|
$308,912
0.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,259
shares
|
$305,279
0.05% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
20,624
shares
|
$296,160
0.32% of portfolio
|
Q1 2025
Added 3.39%
|