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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$15.08 -0.01 (-0.03%)
Closing price 07/14/2025 03:59 PM Eastern
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$15.08 +0.01 (+0.07%)
As of 07/14/2025 07:21 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)
130
Total
Institutional Inflows
(last 12 months)
$384.64M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$37.27M
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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
7/14/2025U.S. Capital Wealth Advisors LLC19,323$288K0.0%+8.0%0.000%
7/11/2025Quad Cities Investment Group LLC16,982$253K0.1%+8.5%0.000%
7/11/2025Mallini 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%
7/11/2025Kapstone Financial Advisors LLC11,070$165K0.1%N/A0.000%
7/11/2025Kingstone 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%
5/9/2025Atria Wealth Solutions Inc.257,666$4.01M0.0%+145.5%0.000%
5/9/2025PNC Financial Services Group Inc.131,965$2.06M0.0%+51.3%0.000%
5/8/2025IFG Advisory LLC20,975$327K0.0%N/A0.000%
5/8/2025Moors & Cabot Inc.12,055$188K0.0%N/A0.000%
5/8/2025Harbour Investments Inc.13,643$212K0.0%-29.6%0.000%
5/8/2025Eastern 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%
5/7/2025Motco4,000$62K0.0%N/A0.000%
5/6/2025Cetera Investment Advisers606,509$9.44M0.0%+45.8%0.000%
5/6/2025AE Wealth Management LLC23,239$362K0.0%+8.0%0.000%
5/6/2025Wedbush Securities Inc.181,194$2.82M0.1%+0.8%0.000%
5/6/2025Choreo LLC69,301$1.08M0.0%+21.5%0.000%
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5/6/2025Flynn Zito Capital Management LLC44,504$693K0.3%+201.3%0.000%
5/5/2025IFP Advisors Inc16,925$264K0.0%-87.9%0.000%
5/5/2025Private Advisor Group LLC98,830$1.54M0.0%-6.5%0.000%
5/2/2025Richmond 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%
5/2/2025Sigma Planning Corp76,545$1.19M0.0%-1.1%0.000%
5/1/2025Realta Investment Advisors19,383$302K0.1%+18.3%0.000%
4/30/2025Moloney Securities Asset Management LLC14,266$222K0.0%N/A0.000%
4/30/2025Stratos Wealth Partners LTD.41,140$641K0.0%-14.7%0.000%
4/29/2025U.S. Capital Wealth Advisors LLC17,893$279K0.0%+30.9%0.000%
4/29/2025Envestnet Asset Management Inc.427,909$6.66M0.0%+21.6%0.000%
4/29/2025Capital Investment Advisory Services LLC43,550$678K0.1%N/A0.000%
4/28/2025Mutual Advisors LLC97,287$1.40M0.0%-8.5%0.000%
4/28/2025Strategic Financial Concepts LLC56,167$875K0.2%+144.1%0.000%
4/28/2025DAVENPORT & Co LLC27,654$431K0.0%-38.0%0.000%
4/25/2025Almanack 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%
4/24/2025Mallini Complete Financial Planning LLC35,064$546K0.5%+19.5%0.000%
4/24/2025Tsfg LLC11,891$185K0.0%+126.9%0.000%
4/23/2025International Assets Investment Management LLC15,412$240K0.0%-4.7%0.000%
4/23/2025Oppenheimer & Co. Inc.49,966$778K0.0%+8.9%0.000%
4/22/2025Illumine Investment Management LLC213,929$3.33M2.7%+23.3%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.644,809$10.04M0.0%+43.8%0.000%
4/22/2025 Garde Capital Inc.2,258$35K0.0%N/A0.000%
4/22/2025Petra Financial Advisors Inc.213,305$3.32M2.7%-42.7%0.000%
4/22/2025Advisor Resource Council12,171$190K0.0%N/A0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors258,601$4.02M0.6%-3.0%0.000%
4/21/2025PSI Advisors LLC2,270$35K0.0%+56.6%0.000%
4/21/2025Kingswood Wealth Advisors LLC15,000$232K0.0%+15.4%0.000%
4/18/2025Prosperity Wealth Management Inc.19,002$296K0.1%N/A0.000%
4/18/2025Tennessee Valley Asset Management Partners94,352$1.47M0.2%+18.5%0.000%
4/18/2025Insigneo Advisory Services LLC33,166$516K0.1%+42.1%0.000%
4/17/2025Janney Montgomery Scott LLC263,437$4.10M0.0%+2.3%0.000%
4/17/2025 David J Yvars Group22,263$346K0.3%-55.3%0.000%
4/17/2025 Dynamic Advisor Solutions LLC75,520$1.18M0.0%+6.4%0.000%
4/15/2025 Focus 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%
4/14/2025WFA Asset Management Corp16,799$241K0.1%-46.2%0.000%
4/14/2025Patriot Financial Group Insurance Agency LLC19,530$304K0.0%-41.0%0.000%
4/11/2025Disciplined Investments LLC31,500$490K0.2%-3.1%0.000%
4/10/2025Retirement 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%
4/10/2025Firethorn Wealth Partners LLC10,204$159K0.1%N/A0.000%
4/9/2025Buska Wealth Management LLC31,096$484K0.2%+28.8%0.000%
4/9/2025Milestone Asset Management LLC117,867$1.84M0.4%N/A0.000%
4/9/2025Quad 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%
3/4/2025Buska Wealth Management LLC24,147$368K0.1%+18.2%0.000%
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2/25/2025B. Riley Wealth Advisors Inc.45,376$692K0.0%-8.6%0.000%
2/18/2025Retirement 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%
(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, 186 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), Raymond James Financial Inc. ($18.13M), Verus Capital Partners LLC ($16.86M), UBS Group AG ($15.48M), Osaic Holdings Inc. ($12.07M), and Prime Capital Investment Advisors LLC ($10.82M).Learn more on Guggenheim Strategic Opportunities Fund's institutional investors.

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

Of the 164 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 ($838.55K), International Assets Investment Management LLC ($817.66K), LPL Financial LLC ($813.51K), Strategic Financial Concepts LLC ($668.34K), and Cetera Investment Advisers ($471.86K).

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

Institutional investors have bought a total of 25,629,645 shares in the last 24 months. This purchase volume represents approximately $384.67M in transactions.

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

Of the 55 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 ($576.62K), International Assets Investment Management LLC ($459.66K), Atria Wealth Solutions Inc. ($302.97K), 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 2,428,526 shares in the last 24 months. This volume of shares sold represents approximately $37.20M in transactions.



This page (NYSE:GOF) was last updated on 7/15/2025 by MarketBeat.com Staff
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