Purchases and Sales Made in Q3 2023 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q3 2023. The information is specifically focused on institutions that hold shares of GUGGENHEIM STRATEGIC OPPORTUNITIES FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18.7K- 8.21% |
$276K - $304K
|
209K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-25K- 5.88% |
$369K - $407K
|
400K
$6.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.6K- 7.83% |
$436K - $481K
|
348K
$5.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.4K- 34.04% |
$493K - $543K
|
64.7K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35.6K- 35.71% |
$526K - $580K
|
64.1K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-57.8K- 71.48% |
$854K - $941K
|
23.1K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-73.6K- 34.91% |
$1.09M - $1.2M
|
137K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-112K- 23.65% |
$1.66M - $1.83M
|
362K
$5.66M
|