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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,705
shares
|
$170,102
0.08% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,546
shares
|
$167,575
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
10,282
shares
|
$163,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,176
shares
|
$161,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
10,125
shares
|
$160,886
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$158,900
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
10,000
shares
|
$158,900
0.1% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,708
shares
|
$154,260
0.0% of portfolio
|
Q4 2023
Reduced 9.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,851
shares
|
$124,752
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
7,163
shares
|
$113,820
0.02% of portfolio
|
Q4 2024
Reduced 44.9%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$111,230
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,698
shares
|
$106,431
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,405
shares
|
$85,885
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
5,241
shares
|
$83,279
0.02% of portfolio
|
Q4 2023
Reduced 48.32%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$79,450
0.04% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,825
shares
|
$76,669
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,703
shares
|
$74,730
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
4,676
shares
|
$74,301
0.03% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,408
shares
|
$70,043
0.0% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,265
shares
|
$67,770
0.0% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,206
shares
|
$66,833
0.0% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
4,000
shares
|
$63,560
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,654
shares
|
$58,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,168
shares
|
$50,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,518
shares
|
$40,011
0.0% of portfolio
|
Q3 2024
Added 40.36%
|