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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$14.98 +0.10 (+0.64%)
Closing price 03:58 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)
132
Total
Institutional Inflows
(last 12 months)
$387.68M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$42.73M
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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
10/10/2025 Focus Financial Network Inc.61,220$917K0.0%+10.9%0.000%
10/9/2025 Secure Asset Management LLC472,500$7.12M1.2%+9.0%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC26,723$400K0.0%+38.3%0.000%
10/9/2025 Dynamic Advisor Solutions LLC80,895$1.21M0.0%+4.4%0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC23,690$355K0.0%+18.1%0.000%
10/8/2025 Fiduciary Alliance LLC54,880$822K0.1%+26.7%0.000%
9/19/2025Canal Capital Management LLC64,252$957K0.2%N/A0.000%
9/4/2025Osaic Holdings Inc.770,890$11.48M0.0%+3.1%0.000%
8/27/2025Orion Porfolio Solutions LLC27,975$417K0.0%+113.5%0.000%
8/19/2025B. Riley Wealth Advisors Inc.30,379$452K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.59,038$879K0.0%+100.7%0.000%
8/15/2025Captrust Financial Advisors49,945$744K0.0%-45.7%0.000%
8/15/2025Orion Porfolio Solutions LLC27,975$417K0.0%+113.5%0.000%
8/15/2025MML Investors Services LLC801,302$11.93M0.0%+0.6%0.000%
8/15/2025Great Valley Advisor Group Inc.149,327$2.22M0.0%+14.2%0.000%
8/15/2025Garden State Investment Advisory Services LLC56,531$842K0.2%-1.8%0.000%
8/15/2025Bank of America Corp DE551,009$8.21M0.0%+4.0%0.000%
8/15/2025Ameriprise Financial Inc.68,229$1.02M0.0%-5.3%0.000%
8/14/2025Raymond James Financial Inc.958,371$14.27M0.0%-17.7%0.000%
8/14/2025NewEdge Advisors LLC107,752$1.60M0.0%+2.4%0.000%
8/13/2025Baird Financial Group Inc.199,877$2.98M0.0%+11.1%0.000%
8/13/2025Fisher Asset Management LLC13,964$208K0.0%N/A0.000%
8/13/2025Northwestern Mutual Wealth Management Co.3,144$47K0.0%-70.6%0.000%
8/12/2025Country Trust Bank4,000$60K0.0%N/A0.000%
8/12/2025J.W. Cole Advisors Inc.19,747$294K0.0%+22.2%0.000%
8/12/2025Steward Partners Investment Advisory LLC129,941$1.94M0.0%+6.9%0.000%
8/12/2025CreativeOne Wealth LLC740,653$11.03M0.3%+8.5%0.000%
8/12/2025Global Retirement Partners LLC14,510$216K0.0%N/A0.000%
8/11/2025Perennial Investment Advisors LLC19,489$290K0.0%+22.0%0.000%
8/11/2025Semus Wealth Partners LLC21,028$313K0.2%-3.7%0.000%
8/11/2025Mosaic Family Wealth Partners LLC227,244$3.38M0.4%+4.1%0.000%
8/11/2025Western Wealth Management LLC36,808$548K0.0%+3.1%0.000%
8/8/2025Kingsview Wealth Management LLC11,030$164K0.0%N/A0.000%
8/8/2025Cetera Investment Advisers679,066$10.11M0.0%+12.0%0.000%
8/8/2025Creative Planning10,064$150K0.0%-54.7%0.000%
8/8/2025Foundations Investment Advisors LLC12,904$192K0.0%+19.9%0.000%
8/8/2025Richmond Brothers Inc.238,400$3.55M2.3%+3.6%0.000%
8/8/2025PNC Financial Services Group Inc.141,449$2.11M0.0%+7.2%0.000%
8/7/2025Verus Capital Partners LLC1,877,230$27.95M2.3%+19.4%0.000%
8/7/2025New England Private Wealth Advisors LLC43,327$643K0.1%-2.3%0.000%
8/6/2025AE Wealth Management LLC24,079$359K0.0%+3.6%0.000%
8/6/2025Wedbush Securities Inc.176,925$2.63M0.1%-2.4%0.000%
8/5/2025Milestone Asset Management LLC13,835$206K0.0%-88.3%0.000%
8/5/2025Strategic Financial Concepts LLC52,357$780K0.1%-6.8%0.000%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors222,731$3.32M0.5%-13.9%0.000%
8/4/2025IFG Advisory LLC89,696$1.34M0.1%+327.6%0.000%
8/4/2025Daymark Wealth Partners LLC12,301$183K0.0%N/A0.000%
8/1/2025Petra Financial Advisors Inc.445,056$6.63M4.2%+108.6%0.000%
8/1/2025Envestnet Asset Management Inc.730,756$10.88M0.0%+70.8%0.000%
7/31/2025Moloney Securities Asset Management LLC17,825$265K0.0%+24.9%0.000%
7/31/2025WFA Asset Management Corp21,660$323K0.2%+28.9%0.000%
7/30/2025Brookstone Capital Management56,269$838K0.0%-13.3%0.000%
7/30/2025Retirement Planning Group LLC115,420$1.72M0.1%+31.0%0.000%
7/29/2025Disciplined Investments LLC24,641$367K0.2%-21.8%0.000%
7/29/2025Stratos Wealth Partners LTD.42,331$630K0.0%+2.9%0.000%
7/28/2025Mutual Advisors LLC92,537$1.39M0.0%-4.9%0.000%
7/28/2025Harbour Investments Inc.12,764$190K0.0%-6.4%0.000%
7/25/2025Atria Wealth Solutions Inc.60,747$905K0.0%-76.4%0.000%
7/25/2025Apollon Wealth Management LLC23,214$346K0.0%+56.3%0.000%
7/23/2025Prime Capital Investment Advisors LLC424,839$6.33M0.1%-41.6%0.000%
7/22/2025DAVENPORT & Co LLC34,008$506K0.0%+23.0%0.000%
7/22/2025Beacon Financial Advisory LLC10,296$153K0.0%N/A0.000%
7/22/2025Iron Horse Wealth Management LLC2,006$30K0.0%N/A0.000%
7/22/2025Realta Investment Advisors20,383$304K0.1%+5.2%0.000%
7/18/2025PFG Investments LLC73,707$1.10M0.1%+2.5%0.000%
7/18/2025Truist Financial Corp316,322$4.71M0.0%+42.6%0.000%
7/17/2025Presper Financial Architects LLC50,550$753K0.6%N/A0.000%
7/17/2025Janney Montgomery Scott LLC283,722$4.23M0.0%+7.7%0.000%
7/15/2025LVZ Inc.12,682$189K0.0%-10.7%0.000%
7/14/2025Buska Wealth Management LLC32,589$485K0.1%+4.8%0.000%
7/14/2025Capital 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%
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%
7/11/2025UMB 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%
7/10/2025Oliver 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%
7/10/2025Sovran Advisors LLC80,886$1.21M0.1%-11.4%0.000%
7/9/2025 Fiduciary Alliance LLC43,312$645K0.0%-3.5%0.000%
7/2/2025Capital 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%
(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, 193 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), UBS Group AG ($15.48M), Raymond James Financial Inc. ($14.27M), MML Investors Services LLC ($11.93M), and Osaic Holdings Inc. ($11.48M).Learn more on Guggenheim Strategic Opportunities Fund's institutional investors.

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

Of the 170 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 ($811.63K), 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 25,838,244 shares in the last 24 months. This purchase volume represents approximately $387.68M 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 ($685.40K), International Assets Investment Management LLC ($458.18K), Raymond James Financial Inc. ($206.23K), Atria Wealth Solutions Inc. ($196.92K), Petra Financial Advisors Inc. ($159.16K), TrueMark Investments LLC ($128.41K), and IFP Advisors Inc ($122.79K).

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

Institutional investors have sold a total of 2,802,674 shares in the last 24 months. This volume of shares sold represents approximately $42.73M in transactions.


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This page (NYSE:GOF) was last updated on 10/13/2025 by MarketBeat.com Staff
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