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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$15.86 +0.04 (+0.25%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Guggenheim Strategic Opportunities Fund (NYSE:GOF)

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$80.11M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$34.49M
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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
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%
11/14/2024 Captrust Financial Advisors177,692$2.80M0.0%-5.5%0.000%
11/14/2024 CreativeOne Wealth LLC559,378$8.82M0.3%+6.6%0.000%
11/12/2024Larson Financial Group LLC5,265$83K0.0%+232.6%0.000%
11/12/2024 Raymond James Trust N.A.65,791$1.04M0.0%+36.1%0.000%
11/7/2024 Semus Wealth Partners LLC34,386$542K0.4%-24.5%0.000%
11/7/2024 Thrivent Financial for Lutherans57,928$913K0.0%+27.8%0.000%
11/6/2024 Sheaff Brock Investment Advisors LLC10,188$161K0.0%N/A0.000%
11/6/2024 Main Street Financial Solutions LLC26,318$415K0.0%+6.2%0.000%
11/6/2024 Oppenheimer & Co. Inc.36,022$568K0.0%N/A0.000%
11/5/2024 Prime Capital Investment Advisors LLC686,319$10.82M0.2%-35.8%0.000%
11/5/2024 Verus Capital Partners LLC720,544$11.36M1.0%+36.3%0.000%
11/4/2024 Disciplined Investments LLC26,500$418K0.2%+32.5%0.000%
11/4/2024 Sigma Planning Corp76,849$1.21M0.0%+1.5%0.000%
11/2/2024 Transcendent Capital Group LLC3,000$47K0.0%+50.0%0.000%
10/30/2024 WFA 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%
10/29/2024 Farther Finance Advisors LLC4,277$67K0.0%+2,116.1%0.000%
10/28/2024 Focus Financial Network Inc.36,550$576K0.0%+4.6%0.000%
10/28/2024 Petra 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%
10/24/2024 Patriot Financial Group Insurance Agency LLC32,427$511K0.1%-5.8%0.000%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors287,696$4.53M0.7%-1.0%0.000%
10/24/2024 Covenant Partners LLC11,777$186K0.1%N/A0.000%
10/24/2024 PFG 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%
10/22/2024 Altus Wealth Group LLC10,125$160K0.1%N/A0.000%
10/22/2024 Private 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%
10/15/2024 NBC Securities Inc.8,183$128K0.0%+566.4%0.000%
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10/11/2024 ORG Partners LLC6,606$104K0.0%-15.9%0.000%
10/11/2024 Wagner Wealth Management LLC20,283$320K0.1%N/A0.000%
10/10/2024 Retirement 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%
10/8/2024 Dynamic 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%
8/26/2024 Founders Financial Alliance LLC100,994$1.51M0.4%+5.4%0.000%
8/22/2024 Cetera Investment Advisers386,984$5.77M0.0%+4.7%0.000%
8/21/2024 Truist 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%
8/16/2024 NewEdge Advisors LLC100,204$1.49M0.0%+23.1%0.000%
8/13/2024 Thrivent Financial for Lutherans45,336$676K0.0%-25.5%0.000%
8/13/2024 Garden State Investment Advisory Services LLC47,794$713K0.2%-3.1%0.000%
8/13/2024 AE Wealth Management LLC22,646$338K0.0%N/A0.000%
8/12/2024 Richmond Brothers Inc.296,824$4.43M8.8%-1.7%0.000%
8/12/2024 XTX Topco Ltd11,261$168K0.0%N/A0.000%
8/12/2024 Disciplined Investments LLC20,000$298K0.2%N/A0.000%
8/10/2024 Perennial Investment Advisors LLC15,729$235K0.0%+37.7%0.000%
8/9/2024 Tennessee Valley Asset Management Partners62,322$929K0.2%+2.9%0.000%
8/9/2024 Prime Capital Investment Advisors LLC1,069,272$15.94M0.2%-15.3%0.000%
8/8/2024 Envestnet Asset Management Inc.312,660$4.66M0.0%+2.3%0.000%
8/8/2024 CoreCap Advisors LLC44,125$658K0.1%N/A0.000%
8/8/2024 Sykon Capital LLC13,511$201K0.1%N/A0.000%
8/8/2024 Main Street Financial Solutions LLC24,791$370K0.0%+42.5%0.000%
8/7/2024 Choreo LLC53,419$798K0.0%+5.0%0.000%
8/7/2024 Wedbush Securities Inc.166,738$2.49M0.1%+7.8%0.000%
8/7/2024 Ashton Thomas Private Wealth LLC2,500$37K0.0%N/A0.000%
8/7/2024 PFG Investments LLC48,481$723K0.1%-3.8%0.000%
8/6/2024 Ausdal Financial Partners Inc.43,252$645K0.1%+69.2%0.000%
8/6/2024 Strategic Financial Concepts LLC326,060$50K0.0%+1,166.1%0.000%
8/5/2024 Private Advisor Group LLC106,150$1.58M0.0%-10.3%0.000%
8/2/2024 Midland Wealth Advisors LLC20,807$310K0.0%N/A0.000%
8/1/2024 Verus Capital Partners LLC528,757$7.88M0.8%+20.1%0.000%
7/31/2024 Semus Wealth Partners LLC45,546$679K0.5%-15.8%0.000%
7/31/2024Commonwealth Equity Services LLC458,009$6.83M0.0%+6.5%0.000%
7/30/2024 International Assets Investment Management LLC30,029$448K0.0%-4.7%0.000%
7/29/2024 TrueMark Investments LLC301,053$4.49M1.5%N/A0.000%
7/29/2024 Ameritas Advisory Services LLC10,165$152K0.0%N/A0.000%
7/26/2024 Harbour Investments Inc.20,377$304K0.0%-6.6%0.000%
7/26/2024 Patriot Financial Group Insurance Agency LLC34,417$513K0.1%+3.0%0.000%
7/26/2024 Cambridge 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%
7/25/2024 Raymond 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%
7/24/2024 Capital Wealth Alliance LLC19,093$285K0.2%+10.6%0.000%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors290,741$4.34M0.7%-0.7%0.000%
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7/23/2024 Gridiron Partners LLC10,000$149K0.1%-10.4%0.000%
7/22/2024 Atria Wealth Solutions Inc.100,564$1.50M0.0%-75.1%0.000%
7/22/2024 Focus Financial Network Inc.34,946$529K0.0%N/A0.000%
7/19/2024 Western Wealth Management LLC41,098$613K0.0%-14.4%0.000%
7/19/2024Raymond James & Associates144,612$2.16M0.0%+9.3%0.000%
7/19/2024 Tennessee Valley Asset Management Partners62,322$929K0.2%+2.9%0.000%
7/19/2024 Petra Financial Advisors Inc.268,784$4.01M2.9%+4.3%0.000%
7/18/2024 Brookstone Capital Management70,723$1.07M0.0%-3.6%0.000%
7/15/2024 Dynamic Advisor Solutions LLC60,753$906K0.0%-7.2%0.000%
7/13/2024 Quad Cities Investment Group LLC22,569$337K0.2%-15.1%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, 152 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($74.64M), 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), and Prime Capital Investment Advisors LLC ($10.82M).Learn more on GOF's institutional investors.

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

Of the 126 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), CreativeOne Wealth LLC ($345.51K), and Secure Asset Management LLC ($333.99K).

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

Institutional investors have bought a total of 10,211,118 shares in the last 24 months. This purchase volume represents approximately $150.60M in transactions.

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

Of the 72 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), Atria Wealth Solutions Inc. ($415.24K), Raymond James Financial Services Advisors Inc. ($238.52K), Richmond Brothers Inc. ($190.21K), Brookstone Capital Management ($184.16K), and Cetera Advisor Networks LLC ($164.03K).

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

Institutional investors have sold a total of 3,763,649 shares in the last 24 months. This volume of shares sold represents approximately $54.55M in transactions.



This page (NYSE:GOF) was last updated on 11/23/2024 by MarketBeat.com Staff
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