Purchases and Sales Made in Q4 2024 in Guggenheim Strategic Opportunities Fund (GOF)
This table provides information about the institutional ownership of Guggenheim Strategic Opportunities Fund (GOF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
637KNew |
$9.59M - $10.2M
|
637K
$9.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
384K+ 53.33% |
$5.78M - $6.16M
|
1.1M
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
303K+ 1517.76% |
$4.56M - $4.86M
|
323K
$5.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
173KNew |
$2.61M - $2.78M
|
173K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
108KNew |
$1.62M - $1.73M
|
108K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
69.1KNew |
$1.04M - $1.11M
|
69.1K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53K+ 155.28% |
$798K - $850K
|
87.2K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
51.9KNew |
$782K - $832K
|
51.9K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
47.2KNew |
$710K - $757K
|
47.2K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.1K+ 189.36% |
$678K - $723K
|
68.9K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
34.4K+ 10.17% |
$517K - $551K
|
372K
$5.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
29.3KNew |
$442K - $470K
|
29.3K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.6KNew |
$294K - $313K
|
19.6K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.9K+ 21.6% |
$269K - $286K
|
101K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16.4KNew |
$247K - $263K
|
16.4K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.3KNew |
$245K - $261K
|
16.3K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 50.11% |
$242K - $258K
|
48.3K
$754K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.9KNew |
$223K - $238K
|
14.9K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
14.3KNew |
$215K - $229K
|
14.3K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14K+ 11.12% |
$210K - $224K
|
140K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
13.6KNew |
$205K - $219K
|
13.6K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$196K - $208K
|
13K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
13K+ 3.89% |
$195K - $208K
|
347K
$5.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 8.4% |
$188K - $200K
|
161K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11K+ 11.49% |
$165K - $176K
|
106K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$159K - $169K
|
10.5K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$153K - $163K
|
10.2K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.86K+ 27.37% |
$148K - $158K
|
45.9K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.48K+ 1.86% |
$128K - $136K
|
465K
$7.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25K+ 13.15% |
$124K - $132K
|
71K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.88K+ 5.46% |
$104K - $110K
|
133K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6K+ 22.64% |
$90.3K - $96.2K
|
32.5K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.32K+ 14.55% |
$80K - $85.2K
|
41.9K
$654K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.48K+ 5.96% |
$67.4K - $71.8K
|
79.6K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.17K+ 15.43% |
$62.8K - $66.9K
|
31.2K
$487K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.65KNew |
$55K - $58.6K
|
3.65K
$57.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.63K+ 18.89% |
$54.6K - $58.1K
|
22.8K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47K+ 3.42% |
$52.2K - $55.6K
|
105K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.37K+ 3.17% |
$35.7K - $38.1K
|
77.3K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.32K+ 13.13% |
$34.8K - $37.1K
|
19.9K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.19K+ 3.78% |
$32.9K - $35.1K
|
60.1K
$939K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2K+ 66.67% |
$30.1K - $32.1K
|
5K
$78.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.73K+ 3.12% |
$26K - $27.7K
|
57K
$891K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.67K+ 13.89% |
$25.1K - $26.7K
|
13.7K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$23.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.5KNew |
$22.6K - $24K
|
1.5K
$23.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
944+ 4.45% |
$14.2K - $15.1K
|
22.2K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
679+ 2.09% |
$10.2K - $10.9K
|
33.1K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
552New |
$8.31K - $8.85K
|
552
$8.62K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
527+ 2.17% |
$7.93K - $8.45K
|
24.9K
$388K
|