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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$14.30 -0.25 (-1.72%)
As of 03:58 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)
115
Total
Institutional Inflows
(last 12 months)
$99.30M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$31.43M
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GOF Institutional Buying and Selling by Quarter

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Guggenheim Strategic Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Focus Financial Network Inc.45,099$702K0.0%+7.7%0.000%
4/14/2025 Parisi Gray Wealth Management50,975$794K0.3%-9.3%0.000%
4/14/2025 WFA Asset Management Corp16,799$241K0.1%-46.2%0.000%
4/14/2025 Patriot Financial Group Insurance Agency LLC19,530$304K0.0%-41.0%0.000%
4/11/2025 Disciplined Investments LLC31,500$490K0.2%-3.1%0.000%
4/10/2025 Retirement Planning Group LLC88,130$1.37M0.1%+81.7%0.000%
4/10/2025 Secure Asset Management LLC443,661$6.91M1.4%+27.9%0.000%
4/10/2025 Firethorn Wealth Partners LLC10,204$159K0.1%N/A0.000%
4/9/2025 Buska Wealth Management LLC31,096$484K0.2%+28.8%0.000%
4/9/2025 Milestone Asset Management LLC117,867$1.84M0.4%N/A0.000%
4/9/2025 Quad Cities Investment Group LLC15,655$244K0.1%-30.4%0.000%
4/9/2025 NBC Securities Inc.20,123$313K0.0%+118,270.6%0.000%
4/9/2025 Fiduciary Alliance LLC44,875$699K0.1%N/A0.000%
4/4/2025 Capital Market Strategies LLC35,270$549K0.4%-4.5%0.000%
3/4/2025 Buska Wealth Management LLC24,147$368K0.1%+18.2%0.000%
2/25/2025B. Riley Wealth Advisors Inc.45,376$692K0.0%-8.6%0.000%
2/18/2025 Retirement Planning Group LLC48,499$740K0.0%+50.3%0.000%
2/18/2025Mosaic Family Wealth Partners LLC218,974$3.34M0.5%+1.9%0.000%
2/18/2025Mpwm Advisory Solutions LLC7,000$107K0.1%N/A0.000%
2/17/2025Waverly Advisors LLC19,855$303K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC46,294$706K0.0%+8.8%0.000%
2/17/2025Cetera Investment Advisers416,116$6.35M0.0%+13.0%0.000%
2/17/2025Citadel Advisors LLC28,032$428K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.168,974$2.58M0.0%-21.2%0.000%
2/17/2025Bank of America Corp DE576,317$8.80M0.0%+28.3%0.000%
2/17/2025Ameriprise Financial Inc.72,996$1.11M0.0%-3.1%0.000%
2/17/2025Aptus Capital Advisors LLC11,243$172K0.0%N/A0.000%
2/14/2025Mercer Global Advisors Inc. ADV35,474$541K0.0%-56.6%0.000%
2/14/2025Capital Analysts LLC13,846$211K0.0%+19.3%0.000%
2/14/2025Integrated Wealth Concepts LLC161,646$2.47M0.0%+10.5%0.000%
2/14/2025Coppell Advisory Solutions LLC7,163$109K0.0%-44.9%0.000%
2/14/2025Stifel Financial Corp43,246$660K0.0%+84.0%0.000%
2/14/2025MML Investors Services LLC325,867$4.97M0.0%+11.2%0.000%
2/13/2025Garden State Investment Advisory Services LLC51,799$790K0.2%+7.2%0.000%
2/13/2025NewEdge Advisors LLC106,201$1.62M0.0%+6.6%0.000%
2/13/2025Main Street Financial Solutions LLC24,954$381K0.0%-5.2%0.000%
2/13/2025CreativeOne Wealth LLC596,836$9.11M0.3%+6.7%0.000%
2/13/2025Cohen & Steers Inc.386,789$5.90M0.0%-22.6%0.000%
2/13/2025Envestnet Asset Management Inc.351,837$5.37M0.0%+9.8%0.000%
2/13/2025Wedbush Securities Inc.179,695$2.74M0.1%-2.0%0.000%
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2/12/2025Uniting Wealth Partners LLC10,000$153K0.1%N/A0.000%
2/12/2025Core Wealth Partners LLC10,979$168K0.1%N/A0.000%
2/12/2025TrueMark Investments LLC167,173$2.55M0.8%-43.4%0.000%
2/11/2025LPL Financial LLC1,712,240$26.13M0.0%+7.5%0.000%
2/11/2025Richmond Brothers Inc.238,338$3.64M2.3%-16.3%0.000%
2/10/2025Thrivent Financial for Lutherans60,115$962K0.0%+3.8%0.000%
2/10/2025Petra Financial Advisors Inc.372,465$5.68M3.9%+10.2%0.000%
2/10/2025GWN Securities Inc.19,553$296K0.1%N/A0.000%
2/10/2025Harbour Investments Inc.19,372$296K0.0%-3.5%0.000%
2/10/2025Commonwealth Equity Services LLC464,771$7.09M0.0%+1.9%0.000%
2/10/2025Avantax Advisory Services Inc.77,306$1.18M0.0%+3.2%0.000%
2/7/2025Founders Financial Alliance LLC106,201$1.62M0.4%-5.5%0.000%
2/7/2025Vista Investment Partners II LLC14,285$218K0.1%N/A0.000%
2/7/2025Larson Financial Group LLC1,695$26K0.0%-67.8%0.000%
2/7/2025PNC Financial Services Group Inc.87,195$1.33M0.0%+155.3%0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors266,616$4.07M0.6%-7.3%0.000%
2/6/2025Raymond James Financial Inc.636,965$9.72M0.0%N/A0.000%
2/6/2025LVZ Inc.14,209$217K0.0%-31.4%0.000%
2/6/2025 Disciplined Investments LLC32,500$496K0.2%+22.6%0.000%
2/6/2025Steward Partners Investment Advisory LLC100,589$1.54M0.0%+21.6%0.000%
2/5/2025Jacobi Capital Management LLC22,827$348K0.0%+18.9%0.000%
2/5/2025Anfield Capital Management LLC3,654$56K0.0%N/A0.000%
2/5/2025Illumine Investment Management LLC173,467$2.65M2.2%N/A0.000%
2/5/2025Verus Capital Partners LLC1,104,801$16.86M1.5%+53.3%0.000%
2/5/2025Oppenheimer & Co. Inc.45,883$700K0.0%+27.4%0.000%
2/4/2025Bank of New York Mellon Corp31,508$481K0.0%N/A0.000%
2/4/2025Transcendent Capital Group LLC5,000$76K0.0%+66.7%0.000%
2/4/2025IFP Advisors Inc139,713$2.13M0.1%+11.1%0.000%
2/3/2025Private Advisor Group LLC105,723$1.61M0.0%-2.9%0.000%
1/31/2025Semus Wealth Partners LLC27,454$419K0.3%-20.2%0.000%
1/31/2025Atria Wealth Solutions Inc.104,944$1.60M0.0%+3.4%0.000%
1/31/2025Truist Financial Corp161,392$2.46M0.0%+8.4%0.000%
1/31/2025Sanctuary Advisors LLC37,853$575K0.0%-4.5%0.000%
1/31/2025J.W. Cole Advisors Inc.16,301$249K0.0%N/A0.000%
1/30/2025Strategic Financial Concepts LLC23,007$351K0.0%+15.2%0.000%
1/30/2025Principal Securities Inc.132,765$2.03M0.0%+5.5%0.000%
1/30/2025Walkner Condon Financial Advisors LLC47,200$720K0.1%N/A0.000%
1/29/2025Sovran Advisors LLC107,771$1.64M0.2%N/A0.000%
1/29/2025Focus Financial Network Inc.41,867$639K0.0%+14.5%0.000%
1/29/2025Wagner Wealth Management LLC19,403$296K0.1%-4.3%0.000%
1/28/2025Apollon Wealth Management LLC14,850$227K0.0%N/A0.000%
1/28/2025Almanack Investment Partners LLC.80,676$1.23M0.2%-14.4%0.000%
1/28/2025Realta Investment Advisors16,383$252K0.1%N/A0.000%
1/28/2025Strategic Financial Concepts LLC323,082$4.93M0.0%+1,517.8%0.000%
1/27/2025Elm3 Financial Group LLC13,645$208K0.2%N/A0.000%
1/27/2025Choreo LLC57,033$870K0.0%+3.1%0.000%
1/27/2025Stratos Wealth Partners LTD.48,250$736K0.0%+50.1%0.000%
1/24/2025 WFA Asset Management Corp31,209$476K0.3%+15.4%0.000%
1/24/2025U.S. Capital Wealth Advisors LLC13,673$209K0.0%+13.9%0.000%
1/24/2025DAVENPORT & Co LLC44,624$681K0.0%-32.0%0.000%
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1/22/2025 Patriot Financial Group Insurance Agency LLC33,106$505K0.1%+2.1%0.000%
1/22/2025Foundations Investment Advisors LLC10,176$155K0.0%N/A0.000%
1/22/2025Kingswood Wealth Advisors LLC13,000$198K0.0%N/A0.000%
1/22/2025PFG Investments LLC71,966$1.10M0.1%-2.8%0.000%
1/22/2025Tennessee Valley Asset Management Partners79,639$1.22M0.2%+6.0%0.000%
1/21/2025Dynamic Advisor Solutions LLC70,979$1.08M0.0%+13.2%0.000%
1/21/2025Encompass More Asset Management22,173$338K0.1%+4.4%0.000%
1/17/2025 Secure Asset Management LLC346,971$5.30M0.8%+3.9%0.000%
1/17/2025Mutual Advisors LLC106,290$1.63M0.0%+11.5%0.000%
1/17/2025Janney Montgomery Scott LLC257,513$3.93M0.0%-1.2%0.000%
(Data available from 1/1/2016 forward)

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GOF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GOF shares?

During the previous two years, 177 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were LPL Financial LLC ($26.13M), Verus Capital Partners LLC ($16.86M), UBS Group AG ($15.48M), Osaic Holdings Inc. ($12.07M), Prime Capital Investment Advisors LLC ($10.82M), Raymond James Financial Inc. ($9.72M), and CreativeOne Wealth LLC ($9.11M).Learn more on GOF's institutional investors.

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

Of the 148 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: Verus Capital Partners LLC ($913.19K), International Assets Investment Management LLC ($819.84K), Raymond James Financial Inc. ($636.97K), Strategic Financial Concepts LLC ($635.18K), LPL Financial LLC ($584.91K), Secure Asset Management LLC ($443.66K), and CreativeOne Wealth LLC ($382.97K).

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

Institutional investors have bought a total of 11,708,730 shares in the last 24 months. This purchase volume represents approximately $173.58M in transactions.

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

Of the 78 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: Prime Capital Investment Advisors LLC ($724.43K), UBS Group AG ($690.52K), International Assets Investment Management LLC ($462.37K), Atria Wealth Solutions Inc. ($415.24K), Richmond Brothers Inc. ($236.58K), Raymond James Financial Services Advisors Inc. ($197.10K), and Brookstone Capital Management ($187.69K).

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

Institutional investors have sold a total of 4,424,801 shares in the last 24 months. This volume of shares sold represents approximately $64.63M in transactions.


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This page (NYSE:GOF) was last updated on 4/16/2025 by MarketBeat.com Staff
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