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 163 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
16,289
shares
|
$246,615
0.07% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
16,180
shares
|
$244,965
0.02% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
15,729
shares
|
$238,137
0.03% of portfolio
|
Q2 2024
Added 37.74%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
14,771
shares
|
$223,632
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
14,539
shares
|
$220,120
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,407
shares
|
$218,121
0.0% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,171
shares
|
$214,548
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
13,761
shares
|
$208,341
0.08% of portfolio
|
Q4 2018
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,673
shares
|
$207,009
0.01% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$196,820
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,000
shares
|
$196,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
11,777
shares
|
$178,303
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,609
shares
|
$175,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,608
shares
|
$175,745
0.0% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,873
shares
|
$164,617
0.0% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,750
shares
|
$162,755
0.01% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,705
shares
|
$162,073
0.08% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,546
shares
|
$159,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
10,188
shares
|
$154,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,176
shares
|
$154,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
10,125
shares
|
$153,292
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
10,000
shares
|
$151,400
0.1% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,708
shares
|
$146,979
0.0% of portfolio
|
Q4 2023
Reduced 9.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,758
shares
|
$117,456
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,698
shares
|
$101,407
0.01% of portfolio
|
Q4 2024
Added 1.39%
|