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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$15.31 +0.01 (+0.06%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Guggenheim Strategic Opportunities Fund (NYSE:GOF)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$81.05M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$38.10M
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GOF Institutional Buying and Selling by Quarter

Guggenheim Strategic Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Secure Asset Management LLC346,971$5.30M0.8%+3.9%0.000%
1/17/2025 Mutual Advisors LLC106,290$1.63M0.0%+11.5%0.000%
1/17/2025 Janney Montgomery Scott LLC257,513$3.93M0.0%-1.2%0.000%
1/16/2025 UMB Bank n.a.69,122$1.06M0.0%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC10,546$161K0.0%N/A0.000%
1/14/2025 Quad Cities Investment Group LLC22,481$343K0.2%-3.6%0.000%
1/14/2025 David J Yvars Group49,780$757K0.5%-11.3%0.000%
1/14/2025 Capital CS Group LLC19,947$304K0.4%+13.1%0.000%
1/13/2025 Brookstone Capital Management65,002$992K0.0%-5.1%0.000%
1/8/2025 International Assets Investment Management LLC16,180$248K0.0%-96.6%0.000%
12/13/2024B. Riley Wealth Advisors Inc.49,639$785K0.0%-5.9%0.000%
11/20/2024Virtu Financial LLC18,767$296K0.0%-6.4%0.000%
11/15/2024MML Investors Services LLC293,078$4.62M0.0%+20.9%0.000%
11/15/2024Insigneo Advisory Services LLC23,382$368K0.0%+14.7%0.000%
11/15/2024IHT Wealth Management LLC10,873$171K0.0%+8.7%0.000%
11/15/2024Integrated Wealth Concepts LLC146,262$2.31M0.0%+3.2%0.000%
11/15/2024HighTower Advisors LLC24,323$383K0.0%-18.0%0.000%
11/15/2024FSA Wealth Management LLC4,676$74K0.0%N/A0.000%
11/14/2024Encompass More Asset Management21,229$335K0.1%N/A0.000%
11/14/2024Captrust Financial Advisors177,692$2.80M0.0%-5.5%0.000%
11/14/2024CreativeOne Wealth LLC559,378$8.82M0.3%+6.6%0.000%
11/12/2024Larson Financial Group LLC5,265$83K0.0%+232.6%0.000%
11/12/2024Raymond James Trust N.A.65,791$1.04M0.0%+36.1%0.000%
11/7/2024Semus Wealth Partners LLC34,386$542K0.4%-24.5%0.000%
11/7/2024Thrivent Financial for Lutherans57,928$913K0.0%+27.8%0.000%
11/6/2024Sheaff Brock Investment Advisors LLC10,188$161K0.0%N/A0.000%
11/6/2024Main Street Financial Solutions LLC26,318$415K0.0%+6.2%0.000%
11/6/2024Oppenheimer & Co. Inc.36,022$568K0.0%N/A0.000%
11/5/2024Prime Capital Investment Advisors LLC686,319$10.82M0.2%-35.8%0.000%
11/5/2024Verus Capital Partners LLC720,544$11.36M1.0%+36.3%0.000%
11/4/2024Disciplined Investments LLC26,500$418K0.2%+32.5%0.000%
11/4/2024Sigma Planning Corp76,849$1.21M0.0%+1.5%0.000%
11/2/2024Transcendent Capital Group LLC3,000$47K0.0%+50.0%0.000%
10/30/2024WFA Asset Management Corp27,038$426K0.2%+24.8%0.000%
10/29/2024 Janney Montgomery Scott LLC260,561$4.11M0.0%-2.1%0.000%
10/29/2024Farther Finance Advisors LLC4,277$67K0.0%+2,116.1%0.000%
10/28/2024Focus Financial Network Inc.36,550$576K0.0%+4.6%0.000%
10/28/2024Petra Financial Advisors Inc.338,086$5.33M3.5%+25.8%0.000%
10/25/2024 Mutual Advisors LLC95,332$1.49M0.0%-7.1%0.000%
10/25/2024 Fortitude Family Office LLC1,673$26K0.0%N/A0.000%
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10/24/2024Patriot Financial Group Insurance Agency LLC32,427$511K0.1%-5.8%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors287,696$4.53M0.7%-1.0%0.000%
10/24/2024Covenant Partners LLC11,777$186K0.1%N/A0.000%
10/24/2024PFG Investments LLC74,030$1.17M0.1%+52.7%0.000%
10/22/2024 International Assets Investment Management LLC473,596$74.64M0.0%+1,477.1%0.000%
10/22/2024Altus Wealth Group LLC10,125$160K0.1%N/A0.000%
10/22/2024Private Advisor Group LLC108,886$1.72M0.0%+2.6%0.000%
10/18/2024Raymond James & Associates201,926$3.18M0.0%+39.6%0.000%
10/16/2024 Secure Asset Management LLC333,988$5.26M0.9%+0.4%0.000%
10/16/2024 Quad Cities Investment Group LLC23,312$367K0.2%+3.3%0.000%
10/15/2024NBC Securities Inc.8,183$128K0.0%+566.4%0.000%
10/11/2024 ORG Partners LLC6,606$104K0.0%-15.9%0.000%
10/11/2024Wagner Wealth Management LLC20,283$320K0.1%N/A0.000%
10/10/2024Retirement Planning Group LLC32,275$509K0.0%+2.0%0.000%
10/9/2024 Adirondack Trust Co.1,902$30K0.0%N/A0.000%
10/8/2024 Future Financial Wealth Managment LLC4,000$63K0.0%N/A0.000%
10/8/2024 Brookstone Capital Management68,529$1.08M0.0%-3.1%0.000%
10/8/2024 Atomi Financial Group Inc.27,013$426K0.0%+5.4%0.000%
10/8/2024Dynamic Advisor Solutions LLC62,729$989K0.0%+3.3%0.000%
10/3/2024 Capital Market Strategies LLC36,950$582K0.4%+9.7%0.000%
9/5/2024Sanctuary Advisors LLC39,170$570K0.0%N/A0.000%
8/26/2024Founders Financial Alliance LLC100,994$1.51M0.4%+5.4%0.000%
8/22/2024Cetera Investment Advisers386,984$5.77M0.0%+4.7%0.000%
8/21/2024Truist Financial Corp150,154$2.24M0.0%-5.0%0.000%
8/19/2024B. Riley Wealth Advisors Inc.52,767$787K0.0%+30.4%0.000%
8/16/2024NewEdge Advisors LLC100,204$1.49M0.0%+23.1%0.000%
8/13/2024Thrivent Financial for Lutherans45,336$676K0.0%-25.5%0.000%
8/13/2024Garden State Investment Advisory Services LLC47,794$713K0.2%-3.1%0.000%
8/13/2024AE Wealth Management LLC22,646$338K0.0%N/A0.000%
8/12/2024Richmond Brothers Inc.296,824$4.43M8.8%-1.7%0.000%
8/12/2024XTX Topco Ltd11,261$168K0.0%N/A0.000%
8/12/2024Disciplined Investments LLC20,000$298K0.2%N/A0.000%
8/10/2024Perennial Investment Advisors LLC15,729$235K0.0%+37.7%0.000%
8/9/2024Tennessee Valley Asset Management Partners62,322$929K0.2%+2.9%0.000%
8/9/2024Prime Capital Investment Advisors LLC1,069,272$15.94M0.2%-15.3%0.000%
8/8/2024Envestnet Asset Management Inc.312,660$4.66M0.0%+2.3%0.000%
8/8/2024CoreCap Advisors LLC44,125$658K0.1%N/A0.000%
8/8/2024Sykon Capital LLC13,511$201K0.1%N/A0.000%
8/8/2024Main Street Financial Solutions LLC24,791$370K0.0%+42.5%0.000%
8/7/2024Choreo LLC53,419$798K0.0%+5.0%0.000%
8/7/2024Wedbush Securities Inc.166,738$2.49M0.1%+7.8%0.000%
8/7/2024Ashton Thomas Private Wealth LLC2,500$37K0.0%N/A0.000%
8/7/2024PFG Investments LLC48,481$723K0.1%-3.8%0.000%
8/6/2024Ausdal Financial Partners Inc.43,252$645K0.1%+69.2%0.000%
8/6/2024Strategic Financial Concepts LLC326,060$50K0.0%+1,166.1%0.000%
8/5/2024Private Advisor Group LLC106,150$1.58M0.0%-10.3%0.000%
8/2/2024Midland Wealth Advisors LLC20,807$310K0.0%N/A0.000%
8/1/2024Verus Capital Partners LLC528,757$7.88M0.8%+20.1%0.000%
7/31/2024Semus Wealth Partners LLC45,546$679K0.5%-15.8%0.000%
7/31/2024Commonwealth Equity Services LLC458,009$6.83M0.0%+6.5%0.000%
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7/30/2024 International Assets Investment Management LLC30,029$448K0.0%-4.7%0.000%
7/29/2024TrueMark Investments LLC301,053$4.49M1.5%N/A0.000%
7/29/2024 Ameritas Advisory Services LLC10,165$152K0.0%N/A0.000%
7/26/2024Harbour Investments Inc.20,377$304K0.0%-6.6%0.000%
7/26/2024Patriot Financial Group Insurance Agency LLC34,417$513K0.1%+3.0%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.356,829$5.32M0.0%+12.2%0.000%
7/26/2024 Atomi Financial Group Inc.25,633$382K0.0%+12.5%0.000%
7/25/2024Raymond James Trust N.A.48,331$721K0.0%-4.1%0.000%
7/24/2024 Secure Asset Management LLC332,704$4.96M0.9%N/A0.000%
7/24/2024Capital Wealth Alliance LLC19,093$285K0.2%+10.6%0.000%
(Data available from 1/1/2016 forward)

GOF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GOF shares?

During the previous two years, 151 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were UBS Group AG ($15.48M), LPL Financial LLC ($14.29M), Advisor Group Holdings Inc. ($12.73M), Osaic Holdings Inc. ($12.07M), Verus Capital Partners LLC ($11.36M), Prime Capital Investment Advisors LLC ($10.82M), and Cohen & Steers Inc. ($9.28M).Learn more on GOF's institutional investors.

Which institutional investors have been buying Guggenheim Strategic Opportunities Fund stock?

Of the 124 institutional investors that purchased Guggenheim Strategic Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($867.19K), Prime Capital Investment Advisors LLC ($574.97K), Verus Capital Partners LLC ($528.93K), LPL Financial LLC ($481.31K), Atria Wealth Solutions Inc. ($386.34K), Secure Asset Management LLC ($346.97K), and CreativeOne Wealth LLC ($345.51K).

How much institutional buying is happening at Guggenheim Strategic Opportunities Fund?

Institutional investors have bought a total of 10,204,753 shares in the last 24 months. This purchase volume represents approximately $150.51M in transactions.

Which Guggenheim Strategic Opportunities Fund major shareholders have been selling company stock?

Of the 70 institutional investors that sold Guggenheim Strategic Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($731.04K), Prime Capital Investment Advisors LLC ($724.43K), International Assets Investment Management LLC ($462.37K), Atria Wealth Solutions Inc. ($415.24K), Raymond James Financial Services Advisors Inc. ($238.52K), Richmond Brothers Inc. ($190.21K), and Brookstone Capital Management ($187.69K).

How much institutional selling is happening at Guggenheim Strategic Opportunities Fund?

Institutional investors have sold a total of 4,215,391 shares in the last 24 months. This volume of shares sold represents approximately $61.45M in transactions.



This page (NYSE:GOF) was last updated on 1/20/2025 by MarketBeat.com Staff
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