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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$15.68 -0.02 (-0.10%)
Closing price 02/21/2025 03:59 PM Eastern
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$15.70 +0.01 (+0.07%)
As of 02/21/2025 06:54 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)
112
Total
Institutional Inflows
(last 12 months)
$94.37M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$32.43M
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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
2/18/2025 Retirement Planning Group LLC48,499$740K0.0%+50.3%0.000%
2/18/2025 Mosaic Family Wealth Partners LLC218,974$3.34M0.5%+1.9%0.000%
2/18/2025 Mpwm Advisory Solutions LLC7,000$107K0.1%N/A0.000%
2/17/2025 Waverly Advisors LLC19,855$303K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC46,294$706K0.0%+8.8%0.000%
2/17/2025 Cetera Investment Advisers416,116$6.35M0.0%+13.0%0.000%
2/17/2025 Citadel Advisors LLC28,032$428K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.168,974$2.58M0.0%-21.2%0.000%
2/17/2025 Bank of America Corp DE576,317$8.80M0.0%+28.3%0.000%
2/17/2025 Ameriprise Financial Inc.72,996$1.11M0.0%-3.1%0.000%
2/17/2025 Aptus Capital Advisors LLC11,243$172K0.0%N/A0.000%
2/14/2025 Mercer Global Advisors Inc. ADV35,474$541K0.0%-56.6%0.000%
2/14/2025 Capital Analysts LLC13,846$211K0.0%+19.3%0.000%
2/14/2025 Integrated Wealth Concepts LLC161,646$2.47M0.0%+10.5%0.000%
2/14/2025 Coppell Advisory Solutions LLC7,163$109K0.0%-44.9%0.000%
2/14/2025 Stifel Financial Corp43,246$660K0.0%+84.0%0.000%
2/14/2025 MML Investors Services LLC325,867$4.97M0.0%+11.2%0.000%
2/13/2025 Garden State Investment Advisory Services LLC51,799$790K0.2%+7.2%0.000%
2/13/2025 NewEdge Advisors LLC106,201$1.62M0.0%+6.6%0.000%
2/13/2025 Main Street Financial Solutions LLC24,954$381K0.0%-5.2%0.000%
2/13/2025 CreativeOne Wealth LLC596,836$9.11M0.3%+6.7%0.000%
2/13/2025 Cohen & Steers Inc.386,789$5.90M0.0%-22.6%0.000%
2/13/2025 Envestnet Asset Management Inc.351,837$5.37M0.0%+9.8%0.000%
2/13/2025 Wedbush Securities Inc.179,695$2.74M0.1%-2.0%0.000%
2/12/2025 Uniting Wealth Partners LLC10,000$153K0.1%N/A0.000%
2/12/2025 Core Wealth Partners LLC10,979$168K0.1%N/A0.000%
2/12/2025 TrueMark Investments LLC167,173$2.55M0.8%-43.4%0.000%
2/11/2025 LPL Financial LLC1,712,240$26.13M0.0%+7.5%0.000%
2/11/2025 Richmond Brothers Inc.238,338$3.64M2.3%-16.3%0.000%
2/10/2025 Thrivent Financial for Lutherans60,115$962K0.0%+3.8%0.000%
2/10/2025 Petra Financial Advisors Inc.372,465$5.68M3.9%+10.2%0.000%
2/10/2025 GWN Securities Inc.19,553$296K0.1%N/A0.000%
2/10/2025 Harbour Investments Inc.19,372$296K0.0%-3.5%0.000%
2/10/2025 Commonwealth Equity Services LLC464,771$7.09M0.0%+1.9%0.000%
2/10/2025 Avantax Advisory Services Inc.77,306$1.18M0.0%+3.2%0.000%
2/7/2025 Founders Financial Alliance LLC106,201$1.62M0.4%-5.5%0.000%
2/7/2025 Vista Investment Partners II LLC14,285$218K0.1%N/A0.000%
2/7/2025 Larson Financial Group LLC1,695$26K0.0%-67.8%0.000%
2/7/2025 PNC Financial Services Group Inc.87,195$1.33M0.0%+155.3%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors266,616$4.07M0.6%-7.3%0.000%
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2/6/2025 Raymond James Financial Inc.636,965$9.72M0.0%N/A0.000%
2/6/2025 LVZ Inc.14,209$217K0.0%-31.4%0.000%
2/6/2025 Disciplined Investments LLC32,500$496K0.2%+22.6%0.000%
2/6/2025 Steward Partners Investment Advisory LLC100,589$1.54M0.0%+21.6%0.000%
2/5/2025 Jacobi Capital Management LLC22,827$348K0.0%+18.9%0.000%
2/5/2025 Anfield Capital Management LLC3,654$56K0.0%N/A0.000%
2/5/2025 Illumine Investment Management LLC173,467$2.65M2.2%N/A0.000%
2/5/2025 Verus Capital Partners LLC1,104,801$16.86M1.5%+53.3%0.000%
2/5/2025 Oppenheimer & Co. Inc.45,883$700K0.0%+27.4%0.000%
2/4/2025 Bank of New York Mellon Corp31,508$481K0.0%N/A0.000%
2/4/2025 Transcendent Capital Group LLC5,000$76K0.0%+66.7%0.000%
2/4/2025 IFP Advisors Inc139,713$2.13M0.1%+11.1%0.000%
2/3/2025 Private Advisor Group LLC105,723$1.61M0.0%-2.9%0.000%
1/31/2025 Semus Wealth Partners LLC27,454$419K0.3%-20.2%0.000%
1/31/2025 Atria Wealth Solutions Inc.104,944$1.60M0.0%+3.4%0.000%
1/31/2025 Truist Financial Corp161,392$2.46M0.0%+8.4%0.000%
1/31/2025 Sanctuary Advisors LLC37,853$575K0.0%-4.5%0.000%
1/31/2025 J.W. Cole Advisors Inc.16,301$249K0.0%N/A0.000%
1/30/2025 Strategic Financial Concepts LLC23,007$351K0.0%+15.2%0.000%
1/30/2025 Principal Securities Inc.132,765$2.03M0.0%+5.5%0.000%
1/30/2025 Walkner Condon Financial Advisors LLC47,200$720K0.1%N/A0.000%
1/29/2025 Sovran Advisors LLC107,771$1.64M0.2%N/A0.000%
1/29/2025 Focus Financial Network Inc.41,867$639K0.0%+14.5%0.000%
1/29/2025 Wagner Wealth Management LLC19,403$296K0.1%-4.3%0.000%
1/28/2025 Apollon Wealth Management LLC14,850$227K0.0%N/A0.000%
1/28/2025 Almanack Investment Partners LLC.80,676$1.23M0.2%-14.4%0.000%
1/28/2025 Realta Investment Advisors16,383$252K0.1%N/A0.000%
1/28/2025 Strategic Financial Concepts LLC323,082$4.93M0.0%+1,517.8%0.000%
1/27/2025 Elm3 Financial Group LLC13,645$208K0.2%N/A0.000%
1/27/2025 Choreo LLC57,033$870K0.0%+3.1%0.000%
1/27/2025 Stratos 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%
1/24/2025 U.S. Capital Wealth Advisors LLC13,673$209K0.0%+13.9%0.000%
1/24/2025 DAVENPORT & Co LLC44,624$681K0.0%-32.0%0.000%
1/22/2025 Patriot Financial Group Insurance Agency LLC33,106$505K0.1%+2.1%0.000%
1/22/2025 Foundations Investment Advisors LLC10,176$155K0.0%N/A0.000%
1/22/2025 Kingswood Wealth Advisors LLC13,000$198K0.0%N/A0.000%
1/22/2025 PFG Investments LLC71,966$1.10M0.1%-2.8%0.000%
1/22/2025 Tennessee Valley Asset Management Partners79,639$1.22M0.2%+6.0%0.000%
1/21/2025 Dynamic Advisor Solutions LLC70,979$1.08M0.0%+13.2%0.000%
1/21/2025 Encompass 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%
1/17/2025 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%
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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%
11/20/2024 Virtu Financial LLC18,767$296K0.0%-6.4%0.000%
11/15/2024 MML Investors Services LLC293,078$4.62M0.0%+20.9%0.000%
11/15/2024 Insigneo Advisory Services LLC23,382$368K0.0%+14.7%0.000%
11/15/2024 IHT Wealth Management LLC10,873$171K0.0%+8.7%0.000%
11/15/2024 Integrated Wealth Concepts LLC146,262$2.31M0.0%+3.2%0.000%
11/15/2024 HighTower Advisors LLC24,323$383K0.0%-18.0%0.000%
11/15/2024 FSA Wealth Management LLC4,676$74K0.0%N/A0.000%
11/14/2024 Encompass More Asset Management21,229$335K0.1%N/A0.000%
(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, 175 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 145 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), CreativeOne Wealth LLC ($382.97K), and Prime Capital Investment Advisors LLC ($371.04K).

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

Institutional investors have bought a total of 11,428,231 shares in the last 24 months. This purchase volume represents approximately $169.24M in transactions.

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

Of the 76 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), Raymond James Financial Services Advisors Inc. ($236.62K), Richmond Brothers Inc. ($236.58K), and Brookstone Capital Management ($187.69K).

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

Institutional investors have sold a total of 4,495,784 shares in the last 24 months. This volume of shares sold represents approximately $65.73M in transactions.



This page (NYSE:GOF) was last updated on 2/22/2025 by MarketBeat.com Staff
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