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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$14.52 +0.13 (+0.90%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$14.50 -0.03 (-0.17%)
As of 05/23/2025 07:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$120.76M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$36.96M
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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
5/21/2025 Geneos Wealth Management Inc.29,413$458K0.0%+173.6%0.000%
5/19/2025 Smith Asset Management Co. LLC19,395$302K0.3%N/A0.000%
5/16/2025 NewEdge Advisors LLC105,200$1.64M0.0%-0.9%0.000%
5/16/2025 Integrated Wealth Concepts LLC186,214$2.90M0.0%+15.2%0.000%
5/15/2025 Royal Bank of Canada618,447$9.63M0.0%+3.0%0.000%
5/15/2025 Baird Financial Group Inc.179,925$2.80M0.0%+6.5%0.000%
5/14/2025 CreativeOne Wealth LLC682,671$10.63M0.3%+14.4%0.000%
5/14/2025 Comerica Bank17,387$271K0.0%-19.5%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.10,682$166K0.0%+142.3%0.000%
5/14/2025 Capital Analysts LLC20,195$314K0.0%+45.9%0.000%
5/13/2025 Raymond James Financial Inc.1,164,597$18.13M0.0%+82.8%0.000%
5/13/2025 HighTower Advisors LLC30,483$475K0.0%+22.7%0.000%
5/12/2025 Founders 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%
5/7/2025 Pin Oak Investment Advisors Inc.3,016$48K0.0%+31.6%0.000%
5/7/2025 LPL Financial LLC1,943,464$30.26M0.0%+13.5%0.000%
5/7/2025 Semus 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%
5/6/2025 Choreo 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%
5/5/2025 Private 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%
5/2/2025 Mosaic 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%
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%
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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%
4/22/2025 Illumine Investment Management LLC213,929$3.33M2.7%+23.3%0.000%
4/22/2025 Cambridge 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%
4/22/2025 Petra Financial Advisors Inc.213,305$3.32M2.7%-42.7%0.000%
4/22/2025 Advisor Resource Council12,171$190K0.0%N/A0.000%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors258,601$4.02M0.6%-3.0%0.000%
4/21/2025 PSI Advisors LLC2,270$35K0.0%+56.6%0.000%
4/21/2025 Kingswood Wealth Advisors LLC15,000$232K0.0%+15.4%0.000%
4/18/2025 Prosperity Wealth Management Inc.19,002$296K0.1%N/A0.000%
4/18/2025 Tennessee Valley Asset Management Partners94,352$1.47M0.2%+18.5%0.000%
4/18/2025 Insigneo Advisory Services LLC33,166$516K0.1%+42.1%0.000%
4/17/2025 Janney 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%
4/14/2025 WFA Asset Management Corp16,799$241K0.1%-46.2%0.000%
4/14/2025 Patriot Financial Group Insurance Agency LLC19,530$304K0.0%-41.0%0.000%
4/11/2025 Disciplined Investments LLC31,500$490K0.2%-3.1%0.000%
4/10/2025 Retirement 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%
4/10/2025 Firethorn Wealth Partners LLC10,204$159K0.1%N/A0.000%
4/9/2025 Buska Wealth Management LLC31,096$484K0.2%+28.8%0.000%
4/9/2025 Milestone Asset Management LLC117,867$1.84M0.4%N/A0.000%
4/9/2025 Quad 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%
3/4/2025 Buska Wealth Management LLC24,147$368K0.1%+18.2%0.000%
2/25/2025B. Riley Wealth Advisors Inc.45,376$692K0.0%-8.6%0.000%
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%
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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%
(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, 184 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were 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), Prime Capital Investment Advisors LLC ($10.82M), and CreativeOne Wealth LLC ($10.63M).Learn more on GOF's institutional investors.

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

Of the 163 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: 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), Cetera Investment Advisers ($471.86K), and CreativeOne Wealth LLC ($468.80K).

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

Institutional investors have bought a total of 13,148,874 shares in the last 24 months. This purchase volume represents approximately $195.59M in transactions.

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

Of the 78 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 ($690.52K), Prime Capital Investment Advisors LLC ($576.62K), International Assets Investment Management LLC ($463.13K), Atria Wealth Solutions Inc. ($415.24K), Raymond James Financial Services Advisors Inc. ($197.10K), Brookstone Capital Management ($187.69K), 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 4,496,035 shares in the last 24 months. This volume of shares sold represents approximately $65.54M in transactions.



This page (NYSE:GOF) was last updated on 5/24/2025 by MarketBeat.com Staff
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