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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$74.86M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$30.61M
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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
5/4/2024Geneos Wealth Management Inc.4,907$70K0.0%-16.9%0.000%
5/2/2024Vantage Financial Partners LLC18,589$266K0.1%-4.4%0.000%
5/2/2024Choreo LLC50,853$728K0.0%+1.7%0.000%
5/1/2024 Janney Montgomery Scott LLC254,589$3.65M0.0%+3.9%0.000%
5/1/2024 Flynn Zito Capital Management LLC14,771$212K0.1%N/A0.000%
4/30/2024 Private Advisor Group LLC118,309$1.69M0.0%-4.8%0.000%
4/30/2024 Hartline Investment Corp292,689$4.19M0.7%N/A0.000%
4/29/2024Commonwealth Equity Services LLC430,238$6.16M0.0%+1.5%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.318,134$4.56M0.0%-4.7%0.000%
4/23/2024 Petra Financial Advisors Inc.257,803$3.69M2.7%+4.2%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.260,371$3.73M0.0%-7.3%0.000%
4/22/2024 Strategic Financial Concepts LLC25,754$369K0.1%N/A0.000%
4/22/2024 PFG Investments LLC50,388$722K0.0%N/A0.000%
4/19/2024 WFA Asset Management Corp16,799$241K0.1%+932.5%0.000%
4/15/2024 Wealthcare Advisory Partners LLC15,567$223K0.0%-86.8%0.000%
4/15/2024 Future Financial Wealth Managment LLC4,000$57K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.8,026$115K0.0%-32.5%0.000%
4/13/2024 Quad Cities Investment Group LLC26,589$381K0.2%+5.0%0.000%
4/13/2024 Retirement Planning Group LLC24,261$347K0.0%+17.7%0.000%
4/11/2024 Capital CS Group LLC13,883$199K0.2%+29.6%0.000%
4/5/2024 Capital Market Strategies LLC30,270$433K0.3%-11.6%0.000%
4/5/2024 NBC Securities Inc.3,228$46K0.0%+162.9%0.000%
3/27/2024Nomura Holdings Inc.16,325$209K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.34,046$436K0.0%-15.8%0.000%
2/26/2024Centaurus Financial Inc.18,232$233K0.0%-21.7%0.000%
2/15/2024Garden State Investment Advisory Services LLC49,273$631K0.3%-15.5%0.000%
2/15/2024Cohen & Steers Inc.724,940$9.28M0.0%+81.3%0.000%
2/13/2024CWA Asset Management Group LLC11,790$151K0.0%N/A0.000%
2/12/2024Gridiron Partners LLC39,542$506K0.4%N/A0.000%
2/12/2024Focus Financial Network Inc. ADV96,114$1.23M0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC76,863$984K0.0%+4.8%0.000%
2/9/2024Founders Financial Alliance LLC65,579$839K0.3%+1.4%0.000%
2/9/2024Advisory Services Network LLC19,487$249K0.0%-16.7%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.333,692$4.27M0.0%+31.7%0.000%
2/9/2024CreativeOne Wealth LLC440,010$5.63M0.4%+15.4%0.000%
2/9/2024D.A. Davidson & CO.153,423$1.96M0.0%+60.9%0.000%
2/9/2024UBS Group AG1,208,949$15.48M0.0%-36.4%0.000%
2/8/2024Richmond Brothers Inc.297,281$3.81M6.6%+14.0%0.000%
2/8/2024 Janney Montgomery Scott LLC245,093$3.14M0.0%-15.7%0.000%
2/7/2024Avantax Advisory Services Inc.69,814$894K0.0%-41.7%0.000%
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2/7/2024Principal Securities Inc.85,307$1.09M0.0%N/A0.000%
2/7/2024 Arlington Capital Management Inc.57,097$731K0.7%N/A0.000%
2/6/2024 Private Advisor Group LLC124,305$1.59M0.0%-2.9%0.000%
2/6/2024 Wealthcare Advisory Partners LLC117,851$1.51M0.1%+3.1%0.000%
2/6/2024 Spire Wealth Management9,708$127K0.0%-10.0%0.000%
2/6/20249258 Wealth Management LLC22,179$284K0.0%-5.1%0.000%
2/5/2024Choreo LLC50,000$640K0.0%N/A0.000%
2/2/2024Truist Financial Corp158,118$2.02M0.0%-31.3%0.000%
2/2/2024Atria Wealth Solutions Inc.388,282$4.97M0.1%+7.1%0.000%
2/1/2024Wolverine Asset Management LLC45,902$588K0.0%N/A0.000%
2/1/2024Significant Wealth Partners LLC172,083$2.20M1.6%N/A0.000%
2/1/2024Sigma Planning Corp90,110$1.15M0.1%-53.3%0.000%
1/31/2024Western Wealth Management LLC54,284$695K0.1%-28.0%0.000%
1/30/2024SFI Advisors LLC14,828$190K0.2%N/A0.000%
1/30/2024Bison Wealth LLC22,003$282K0.0%-15.0%0.000%
1/30/2024 BOK Financial Private Wealth Inc.4,000$51K0.0%N/A0.000%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors264,967$3.39M0.7%+26.7%0.000%
1/29/2024 Tennessee Valley Asset Management Partners59,313$759K0.2%+42.0%0.000%
1/29/2024Mosaic Family Wealth Partners LLC181,885$2.33M0.4%+2.7%0.000%
1/29/2024 Petra Financial Advisors Inc.247,390$3.17M2.6%+12.1%0.000%
1/26/2024Geneos Wealth Management Inc.5,907$76K0.0%-15.3%0.000%
1/25/2024 International Assets Investment Management LLC31,486$403K0.0%-9.9%0.000%
1/24/2024Prime Capital Investment Advisors LLC1,172,856$15.01M0.2%+35.0%0.000%
1/24/2024 International Assets Investment Management LLC403,018$5.16M0.0%+1,052.9%0.000%
1/24/2024 Tsfg LLC5,241$67K0.0%-48.3%0.000%
1/23/2024Semus Wealth Partners LLC60,436$774K0.6%-2.3%0.000%
1/23/2024Camelot Portfolios LLC78,035$999K0.6%N/A0.000%
1/23/2024DAVENPORT & Co LLC49,726$636K0.0%+49.4%0.000%
1/19/2024 Patriot Financial Group Insurance Agency LLC32,413$415K0.1%+7.8%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.280,868$3.60M0.0%-19.3%0.000%
1/16/2024 Raymond James & Associates123,189$1.58M0.0%+4.5%0.000%
1/16/2024 Retirement Planning Group LLC20,620$264K0.0%+5.0%0.000%
1/16/2024CoreCap Advisors LLC35,070$449K0.0%+13.9%0.000%
1/12/2024Mutual Advisors LLC63,027$807K0.0%-1.7%0.000%
1/12/2024 GPS Wealth Strategies Group LLC33,847$433K0.1%-16.7%0.000%
1/12/2024 Advisor Resource Council14,902$191K0.0%N/A0.000%
1/11/2024 Brookstone Capital Management72,738$931K0.0%-71.1%0.000%
1/11/2024 Raymond James Trust N.A.50,417$645K0.0%-20.8%0.000%
1/11/2024 Dynamic Advisor Solutions LLC63,557$858K0.0%+15.1%0.000%
1/9/2024 Capital CS Group LLC10,709$137K0.1%N/A0.000%
1/8/2024 Capital Market Strategies LLC34,242$438K0.4%+19.9%0.000%
12/1/2023B. Riley Wealth Advisors Inc.40,452$598K0.0%-25.4%0.000%
11/16/2023Harbour Investments Inc.38,819$574K0.0%-6.3%0.000%
11/15/2023Integrated Wealth Concepts LLC139,682$2.07M0.0%+22.9%0.000%
11/14/2023Mutual Advisors LLC64,145$949K0.0%-35.7%0.000%
11/13/2023Garden State Investment Advisory Services LLC58,283$862K0.4%-1.4%0.000%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors209,053$3.09M0.7%-8.2%0.000%
11/13/2023LPL Financial LLC965,960$14.29M0.0%+22.2%0.000%
11/13/2023Bison Wealth LLC25,885$383K0.1%+12.2%0.000%
11/13/2023Envestnet Asset Management Inc.363,239$5.37M0.0%+9.8%0.000%
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11/13/2023Kestra Advisory Services LLC14,634$216K0.0%-12.7%0.000%
11/13/2023PNC Financial Services Group Inc.16,567$245K0.0%+5.7%0.000%
11/9/2023Prime Capital Investment Advisors LLC868,521$12.85M0.3%+8.3%0.000%
11/9/2023UBS Group AG1,899,465$28.09M0.0%+17.5%0.000%
11/8/2023D.A. Davidson & CO.95,372$1.41M0.0%-4.0%0.000%
11/8/2023 Janney Montgomery Scott LLC290,613$4.30M0.0%+9.8%0.000%
11/8/2023Atria Wealth Solutions Inc.362,388$5.36M0.1%-23.7%0.000%
11/8/2023Sowell Financial Services LLC64,676$957K0.1%-34.0%0.000%
11/8/2023Avantax Advisory Services Inc.119,685$1.77M0.0%+64.3%0.000%
11/8/2023 Strategic Financial Concepts LLC29,576$437K0.1%+11.2%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, 141 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were UBS Group AG ($15.48M), Prime Capital Investment Advisors LLC ($15.01M), LPL Financial LLC ($14.29M), Advisor Group Holdings Inc. ($12.73M), Osaic Holdings Inc. ($11.44M), Cohen & Steers Inc. ($9.28M), and Royal Bank of Canada ($7.24M).Learn more on GOF's institutional investors.

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

Of the 115 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: UBS Group AG ($740.29K), Prime Capital Investment Advisors LLC ($672.64K), LPL Financial LLC ($481.31K), Verus Capital Partners LLC ($434.82K), International Assets Investment Management LLC ($423.62K), Atria Wealth Solutions Inc. ($386.34K), and Cohen & Steers Inc. ($325K).

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

Institutional investors have bought a total of 9,261,496 shares in the last 24 months. This purchase volume represents approximately $137.75M in transactions.

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

Of the 77 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 ($1.16M), Karpus Management Inc. ($531.43K), Verus Capital Partners LLC ($305.71K), Raymond James Financial Services Advisors Inc. ($255.02K), Rockefeller Capital Management L.P. ($191.79K), Richmond Brothers Inc. ($191.02K), and Cetera Advisor Networks LLC ($190.10K).

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

Institutional investors have sold a total of 4,698,658 shares in the last 24 months. This volume of shares sold represents approximately $72.09M in transactions.


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This page (NYSE:GOF) was last updated on 5/6/2024 by MarketBeat.com Staff

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