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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$14.99 0.00 (0.00%)
Closing price 08/8/2025 03:59 PM Eastern
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$14.98 -0.01 (-0.09%)
As of 08/8/2025 07:00 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)
131
Total
Institutional Inflows
(last 12 months)
$384.04M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$39.35M
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GOF Institutional Buying and Selling by Quarter

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
8/8/2025 Kingsview Wealth Management LLC11,030$164K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers679,066$10.11M0.0%+12.0%0.000%
8/8/2025 Creative Planning10,064$150K0.0%-54.7%0.000%
8/8/2025 Foundations Investment Advisors LLC12,904$192K0.0%+19.9%0.000%
8/8/2025 Richmond Brothers Inc.238,400$3.55M2.3%+3.6%0.000%
8/8/2025 PNC Financial Services Group Inc.141,449$2.11M0.0%+7.2%0.000%
8/7/2025 Verus Capital Partners LLC1,877,230$27.95M2.3%+19.4%0.000%
8/7/2025 New England Private Wealth Advisors LLC43,327$643K0.1%-2.3%0.000%
8/6/2025 AE Wealth Management LLC24,079$359K0.0%+3.6%0.000%
8/6/2025 Wedbush Securities Inc.176,925$2.63M0.1%-2.4%0.000%
8/5/2025 Milestone Asset Management LLC13,835$206K0.0%-88.3%0.000%
8/5/2025 Strategic Financial Concepts LLC52,357$780K0.1%-6.8%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors222,731$3.32M0.5%-13.9%0.000%
8/4/2025 IFG Advisory LLC89,696$1.34M0.1%+327.6%0.000%
8/4/2025 Daymark Wealth Partners LLC12,301$183K0.0%N/A0.000%
8/1/2025 Petra Financial Advisors Inc.445,056$6.63M4.2%+108.6%0.000%
8/1/2025 Envestnet Asset Management Inc.730,756$10.88M0.0%+70.8%0.000%
7/31/2025 Moloney Securities Asset Management LLC17,825$265K0.0%+24.9%0.000%
7/31/2025 WFA Asset Management Corp21,660$323K0.2%+28.9%0.000%
7/30/2025 Brookstone Capital Management56,269$838K0.0%-13.3%0.000%
7/30/2025 Retirement Planning Group LLC115,420$1.72M0.1%+31.0%0.000%
7/29/2025 Disciplined Investments LLC24,641$367K0.2%-21.8%0.000%
7/29/2025 Stratos Wealth Partners LTD.42,331$630K0.0%+2.9%0.000%
7/28/2025 Mutual Advisors LLC92,537$1.39M0.0%-4.9%0.000%
7/28/2025 Harbour Investments Inc.12,764$190K0.0%-6.4%0.000%
7/25/2025 Atria Wealth Solutions Inc.60,747$905K0.0%-76.4%0.000%
7/25/2025 Apollon Wealth Management LLC23,214$346K0.0%+56.3%0.000%
7/23/2025 Prime Capital Investment Advisors LLC424,839$6.33M0.1%-41.6%0.000%
7/22/2025 DAVENPORT & Co LLC34,008$506K0.0%+23.0%0.000%
7/22/2025 Beacon Financial Advisory LLC10,296$153K0.0%N/A0.000%
7/22/2025 Iron Horse Wealth Management LLC2,006$30K0.0%N/A0.000%
7/22/2025 Realta Investment Advisors20,383$304K0.1%+5.2%0.000%
7/18/2025 PFG Investments LLC73,707$1.10M0.1%+2.5%0.000%
7/18/2025 Truist Financial Corp316,322$4.71M0.0%+42.6%0.000%
7/17/2025 Presper Financial Architects LLC50,550$753K0.6%N/A0.000%
7/17/2025 Janney Montgomery Scott LLC283,722$4.23M0.0%+7.7%0.000%
7/15/2025 LVZ Inc.12,682$189K0.0%-10.7%0.000%
7/14/2025 Buska Wealth Management LLC32,589$485K0.1%+4.8%0.000%
7/14/2025 Capital CS Group LLC21,441$319K0.5%+4.0%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC19,323$288K0.0%+8.0%0.000%
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7/11/2025 Quad Cities Investment Group LLC16,982$253K0.1%+8.5%0.000%
7/11/2025 Mallini Complete Financial Planning LLC38,562$574K0.5%+10.0%0.000%
7/11/2025 UMB Bank n.a.70,038$1.04M0.0%+1.3%0.000%
7/11/2025 Kapstone Financial Advisors LLC11,070$165K0.1%N/A0.000%
7/11/2025 Kingstone Capital Partners Texas LLC17,953,239$288.11M0.0%N/A0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group2,110$33K0.0%N/A0.000%
7/10/2025 Secure Asset Management LLC433,655$6.46M1.2%-2.3%0.000%
7/10/2025 Focus Financial Network Inc.55,205$822K0.0%+22.4%0.000%
7/10/2025 Sovran Advisors LLC80,886$1.21M0.1%-11.4%0.000%
7/9/2025 Fiduciary Alliance LLC43,312$645K0.0%-3.5%0.000%
7/2/2025 Capital Market Strategies LLC31,000$462K0.3%-12.1%0.000%
5/27/2025Jacobi Capital Management LLC24,839$387K0.0%+8.8%0.000%
5/21/2025Geneos Wealth Management Inc.29,413$458K0.0%+173.6%0.000%
5/19/2025Smith Asset Management Co. LLC19,395$302K0.3%N/A0.000%
5/16/2025NewEdge Advisors LLC105,200$1.64M0.0%-0.9%0.000%
5/16/2025Integrated Wealth Concepts LLC186,214$2.90M0.0%+15.2%0.000%
5/15/2025Royal Bank of Canada618,447$9.63M0.0%+3.0%0.000%
5/15/2025Baird Financial Group Inc.179,925$2.80M0.0%+6.5%0.000%
5/14/2025CreativeOne Wealth LLC682,671$10.63M0.3%+14.4%0.000%
5/14/2025Comerica Bank17,387$271K0.0%-19.5%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.10,682$166K0.0%+142.3%0.000%
5/14/2025Capital Analysts LLC20,195$314K0.0%+45.9%0.000%
5/13/2025Raymond James Financial Inc.1,164,597$18.13M0.0%+82.8%0.000%
5/13/2025HighTower Advisors LLC30,483$475K0.0%+22.7%0.000%
5/12/2025Founders Financial Alliance LLC114,257$1.78M0.4%+7.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.257,666$4.01M0.0%+145.5%0.000%
5/9/2025 PNC Financial Services Group Inc.131,965$2.06M0.0%+51.3%0.000%
5/8/2025 IFG Advisory LLC20,975$327K0.0%N/A0.000%
5/8/2025 Moors & Cabot Inc.12,055$188K0.0%N/A0.000%
5/8/2025 Harbour Investments Inc.13,643$212K0.0%-29.6%0.000%
5/8/2025 Eastern Bank4,073$63K0.0%N/A0.000%
5/7/2025Pin Oak Investment Advisors Inc.3,016$48K0.0%+31.6%0.000%
5/7/2025LPL Financial LLC1,943,464$30.26M0.0%+13.5%0.000%
5/7/2025Semus Wealth Partners LLC21,826$340K0.2%-20.5%0.000%
5/7/2025 Motco4,000$62K0.0%N/A0.000%
5/6/2025 Cetera Investment Advisers606,509$9.44M0.0%+45.8%0.000%
5/6/2025 AE Wealth Management LLC23,239$362K0.0%+8.0%0.000%
5/6/2025 Wedbush Securities Inc.181,194$2.82M0.1%+0.8%0.000%
5/6/2025Choreo LLC69,301$1.08M0.0%+21.5%0.000%
5/6/2025 Flynn Zito Capital Management LLC44,504$693K0.3%+201.3%0.000%
5/5/2025 IFP Advisors Inc16,925$264K0.0%-87.9%0.000%
5/5/2025Private Advisor Group LLC98,830$1.54M0.0%-6.5%0.000%
5/2/2025 Richmond Brothers Inc.230,200$3.58M2.3%-3.4%0.000%
5/2/2025Mosaic Family Wealth Partners LLC218,204$3.40M0.5%-0.4%0.000%
5/2/2025 Sigma Planning Corp76,545$1.19M0.0%-1.1%0.000%
5/1/2025 Realta Investment Advisors19,383$302K0.1%+18.3%0.000%
4/30/2025 Moloney Securities Asset Management LLC14,266$222K0.0%N/A0.000%
4/30/2025 Stratos Wealth Partners LTD.41,140$641K0.0%-14.7%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC17,893$279K0.0%+30.9%0.000%
4/29/2025 Envestnet Asset Management Inc.427,909$6.66M0.0%+21.6%0.000%
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4/29/2025 Capital Investment Advisory Services LLC43,550$678K0.1%N/A0.000%
4/28/2025 Mutual Advisors LLC97,287$1.40M0.0%-8.5%0.000%
4/28/2025 Strategic Financial Concepts LLC56,167$875K0.2%+144.1%0.000%
4/28/2025 DAVENPORT & Co LLC27,654$431K0.0%-38.0%0.000%
4/25/2025 Almanack Investment Partners LLC.229,647$3.58M0.7%+184.7%0.000%
4/25/2025 Sovran Advisors LLC91,269$1.31M0.2%-15.3%0.000%
4/24/2025 Mallini Complete Financial Planning LLC35,064$546K0.5%+19.5%0.000%
4/24/2025 Tsfg LLC11,891$185K0.0%+126.9%0.000%
4/23/2025 International Assets Investment Management LLC15,412$240K0.0%-4.7%0.000%
4/23/2025 Oppenheimer & Co. Inc.49,966$778K0.0%+8.9%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, 189 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($288.11M), LPL Financial LLC ($30.26M), Verus Capital Partners LLC ($27.95M), Raymond James Financial Inc. ($18.13M), UBS Group AG ($15.48M), Osaic Holdings Inc. ($12.07M), and Envestnet Asset Management Inc. ($10.88M).Learn more on Guggenheim Strategic Opportunities Fund's institutional investors.

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

Of the 166 institutional investors that purchased Guggenheim Strategic Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($17.95M), Raymond James Financial Inc. ($1.16M), Verus Capital Partners LLC ($1.11M), International Assets Investment Management LLC ($813.65K), Strategic Financial Concepts LLC ($668.34K), Cetera Investment Advisers ($544.41K), and LPL Financial LLC ($526.56K).

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

Institutional investors have bought a total of 25,591,646 shares in the last 24 months. This purchase volume represents approximately $384.04M in transactions.

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

Of the 56 institutional investors that sold Guggenheim Strategic Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prime Capital Investment Advisors LLC ($685.40K), International Assets Investment Management LLC ($458.18K), Atria Wealth Solutions Inc. ($196.92K), Petra Financial Advisors Inc. ($159.16K), TrueMark Investments LLC ($128.41K), IFP Advisors Inc ($122.79K), and Cohen & Steers Inc. ($113.18K).

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

Institutional investors have sold a total of 2,574,772 shares in the last 24 months. This volume of shares sold represents approximately $39.35M in transactions.


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This page (NYSE:GOF) was last updated on 8/10/2025 by MarketBeat.com Staff
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