Free Trial
→ Warning: “DOGE Collapse” imminent (From Altimetry) (Ad) Buy GOF Stock  Free GOF Stock Alerts

Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$14.46 +0.19 (+1.30%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$14.53 +0.07 (+0.52%)
As of 05/2/2025 06:44 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$103.28M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$34.78M
Get GOF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Guggenheim Strategic Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GOF Institutional Buying and Selling by Quarter

Guggenheim Strategic Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/1/2025 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%
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%
Trump’s Bitcoin Reserve is No Accident… (Ad)

Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new blockchain development…

Just click here to get all the details on this crypto coin now
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%
2/18/2025Mosaic 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%
2/17/2025Ameriprise Financial Inc.72,996$1.11M0.0%-3.1%0.000%
2/17/2025Aptus Capital Advisors LLC11,243$172K0.0%N/A0.000%
2/14/2025Mercer Global Advisors Inc. ADV35,474$541K0.0%-56.6%0.000%
2/14/2025Capital Analysts LLC13,846$211K0.0%+19.3%0.000%
2/14/2025Integrated Wealth Concepts LLC161,646$2.47M0.0%+10.5%0.000%
2/14/2025Coppell Advisory Solutions LLC7,163$109K0.0%-44.9%0.000%
2/14/2025Stifel Financial Corp43,246$660K0.0%+84.0%0.000%
2/14/2025MML Investors Services LLC325,867$4.97M0.0%+11.2%0.000%
2/13/2025Garden State Investment Advisory Services LLC51,799$790K0.2%+7.2%0.000%
2/13/2025NewEdge Advisors LLC106,201$1.62M0.0%+6.6%0.000%
2/13/2025Main Street Financial Solutions LLC24,954$381K0.0%-5.2%0.000%
2/13/2025CreativeOne Wealth LLC596,836$9.11M0.3%+6.7%0.000%
2/13/2025Cohen & Steers Inc.386,789$5.90M0.0%-22.6%0.000%
2/13/2025 Envestnet Asset Management Inc.351,837$5.37M0.0%+9.8%0.000%
2/13/2025Wedbush Securities Inc.179,695$2.74M0.1%-2.0%0.000%
2/12/2025 Uniting Wealth Partners LLC10,000$153K0.1%N/A0.000%
2/12/2025Core Wealth Partners LLC10,979$168K0.1%N/A0.000%
2/12/2025 TrueMark Investments LLC167,173$2.55M0.8%-43.4%0.000%
2/11/2025LPL Financial LLC1,712,240$26.13M0.0%+7.5%0.000%
2/11/2025Richmond Brothers Inc.238,338$3.64M2.3%-16.3%0.000%
2/10/2025Thrivent Financial for Lutherans60,115$962K0.0%+3.8%0.000%
2/10/2025 Petra Financial Advisors Inc.372,465$5.68M3.9%+10.2%0.000%
2/10/2025GWN Securities Inc.19,553$296K0.1%N/A0.000%
2/10/2025Harbour Investments Inc.19,372$296K0.0%-3.5%0.000%
2/10/2025Commonwealth Equity Services LLC464,771$7.09M0.0%+1.9%0.000%
2/10/2025Avantax Advisory Services Inc.77,306$1.18M0.0%+3.2%0.000%
2/7/2025Founders Financial Alliance LLC106,201$1.62M0.4%-5.5%0.000%
2/7/2025 Vista Investment Partners II LLC14,285$218K0.1%N/A0.000%
2/7/2025Larson Financial Group LLC1,695$26K0.0%-67.8%0.000%
2/7/2025PNC Financial Services Group Inc.87,195$1.33M0.0%+155.3%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors266,616$4.07M0.6%-7.3%0.000%
2/6/2025Raymond James Financial Inc.636,965$9.72M0.0%N/A0.000%
2/6/2025 LVZ Inc.14,209$217K0.0%-31.4%0.000%
Watch This Robotics Demo Before July 23rd (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

Click here to watch the demo…
2/6/2025 Disciplined Investments LLC32,500$496K0.2%+22.6%0.000%
2/6/2025Steward Partners Investment Advisory LLC100,589$1.54M0.0%+21.6%0.000%
2/5/2025Jacobi Capital Management LLC22,827$348K0.0%+18.9%0.000%
2/5/2025Anfield Capital Management LLC3,654$56K0.0%N/A0.000%
2/5/2025 Illumine Investment Management LLC173,467$2.65M2.2%N/A0.000%
2/5/2025Verus Capital Partners LLC1,104,801$16.86M1.5%+53.3%0.000%
2/5/2025 Oppenheimer & Co. Inc.45,883$700K0.0%+27.4%0.000%
2/4/2025 Bank of New York Mellon Corp31,508$481K0.0%N/A0.000%
2/4/2025Transcendent Capital Group LLC5,000$76K0.0%+66.7%0.000%
2/4/2025IFP Advisors Inc139,713$2.13M0.1%+11.1%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, 178 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were LPL Financial LLC ($26.13M), Verus Capital Partners LLC ($16.86M), UBS Group AG ($15.48M), Osaic Holdings Inc. ($12.07M), Prime Capital Investment Advisors LLC ($10.82M), Cambridge Investment Research Advisors Inc. ($10.04M), and Raymond James Financial Inc. ($9.72M).Learn more on GOF's institutional investors.

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

Of the 154 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: Verus Capital Partners LLC ($913.19K), International Assets Investment Management LLC ($817.66K), Strategic Financial Concepts LLC ($668.34K), Raymond James Financial Inc. ($636.97K), LPL Financial LLC ($584.91K), Secure Asset Management LLC ($443.66K), and CreativeOne Wealth LLC ($382.97K).

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

Institutional investors have bought a total of 12,121,015 shares in the last 24 months. This purchase volume represents approximately $179.85M 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: Prime Capital Investment Advisors LLC ($724.43K), UBS Group AG ($690.52K), International Assets Investment Management LLC ($463.13K), Atria Wealth Solutions Inc. ($415.24K), Richmond Brothers Inc. ($244.72K), Raymond James Financial Services Advisors Inc. ($197.10K), and Brookstone Capital Management ($187.69K).

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

Institutional investors have sold a total of 4,637,106 shares in the last 24 months. This volume of shares sold represents approximately $67.91M in transactions.


Related Companies

This page (NYSE:GOF) was last updated on 5/4/2025 by MarketBeat.com Staff
From Our Partners
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Shocking AI play that’s beats Nvidia by a country mile
You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is...
Timothy Sykes | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Rev...
Weiss Ratings | Sponsored
Will May start the next "Great Depression?"
You probably haven't heard about this yet... But this could be the biggest wealth building opportunity of t...
Behind the Markets | Sponsored
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits...
Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining...
Golden Portfolio | Sponsored
The Last Time This Happened, Americans Lost Billions
Wall Street leaders just held a secret meeting in Las Vegas. What they discussed mirrors 2006 — and the warnin...
Banyan Hill Publishing | Sponsored