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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$10.90 -0.05 (-0.41%)
Closing price 03:59 PM Eastern
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$10.90 +0.01 (+0.09%)
As of 05:14 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)
139
Total
Institutional Inflows
(last 12 months)
$438.96M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$50.25M
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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
7/7/2026CoreCap Advisors LLC23,764$260K0.0%+14.4%0.000%
7/2/2026 Silverleafe Capital Partners LLC20,475$224K0.1%+20.5%0.000%
6/18/2026Western Wealth Management LLC58,893$649K0.0%-3.0%0.000%
6/3/2026NewEdge Advisors LLC126,814$1.40M0.0%+10.6%0.000%
5/22/2026Verus Capital Partners LLC2,477,088$27.30M1.9%+6.5%0.000%
5/19/2026Western Wealth Management LLC58,893$649K0.0%-3.0%0.000%
5/19/2026Bank of America Corp DE603,335$6.65M0.0%+31.8%0.000%
5/19/2026Arkadios Wealth Advisors20,968$231K0.0%N/A0.000%
5/18/2026Sunbelt Securities Inc.10,068$111K0.0%+81.1%0.000%
5/18/2026Readystate Asset Management LP91,531$1.01M0.0%N/A0.000%
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5/18/2026Rivernorth Capital Management LLC1,888,335$20.81M1.0%+132.6%0.000%
5/18/2026Royal Bank of Canada1,145,825$12.63M0.0%+16.7%0.000%
5/13/2026Cetera Investment Advisers1,251,299$13.79M0.0%-0.8%0.000%
5/13/2026Petra Financial Advisors Inc.469,379$5.17M3.2%+2.4%0.000%
5/8/2026PNC Financial Services Group Inc.173,578$1.91M0.0%-12.3%0.000%
5/6/2026Kera Capital Partners Inc.38,197$421K0.1%-89.5%0.000%
5/5/2026Marks Group Wealth Management Inc190,195$2.10M0.2%-3.1%0.000%
5/5/2026Sanctuary Advisors LLC20,971$231K0.0%-50.2%0.000%
5/5/2026Sigma Planning Corp60,030$662K0.0%-13.7%0.000%
5/5/2026Flynn Zito Capital Management LLC137,946$1.52M0.5%-2.9%0.000%
5/4/2026Retirement Planning Group LLC246,738$2.72M0.1%-14.2%0.000%
5/1/2026Fifth Third Bancorp28,475$314K0.0%N/A0.000%
5/1/2026Sovran Advisors LLC46,126$527K0.0%-17.2%0.000%
4/30/2026Mosaic Family Wealth Partners LLC201,355$2.22M0.2%-9.6%0.000%
4/30/2026Kestra Advisory Services LLC134,337$1.48M0.0%-11.0%0.000%
4/27/2026PFG Investments LLC80,693$889K0.0%+1.3%0.000%
4/27/2026Private Advisor Group LLC239,681$2.64M0.0%-0.7%0.000%
4/27/2026Elevation Point Wealth Partners LLC219,535$2.42M0.1%-11.3%0.000%
4/23/2026Apollon Wealth Management LLC32,807$362K0.0%+4.3%0.000%
4/22/2026Absolute Investment Advisers LLC23,100$255K0.0%N/A0.000%
4/22/2026Patriot Financial Group Insurance Agency LLC48,306$532K0.0%+102.5%0.000%
4/22/2026Janney Montgomery Scott LLC420,263$4.63M0.0%+3.4%0.000%
4/20/2026Kestra Private Wealth Services LLC14,044$155K0.0%-12.5%0.000%
4/18/2026CENTRAL TRUST Co2,500$28K0.0%N/A0.000%
4/17/2026Discipline Wealth Solutions LLC30,418$335K0.0%-33.1%0.000%
4/17/2026PMG Family Office LLC88,938$980K1.1%+40.0%0.000%
4/17/2026Brookstone Capital Management42,599$469K0.0%-9.5%0.000%
3/17/2026Rockefeller Capital Management L.P.23,646$305K0.0%-24.2%0.000%
2/23/2026Kera Capital Partners Inc.362,801$4.64M0.6%N/A0.000%
2/23/2026Virtu Financial LLC16,065$207K0.0%N/A0.000%
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2/20/2026Sunbelt Securities Inc.5,559$72K0.0%-51.8%0.000%
2/20/2026Bauman Advisory Group LLC20,660$266K0.2%N/A0.000%
2/19/2026Invesco Ltd.1,322,981$17.04M0.0%N/A0.000%
2/19/2026Smith Asset Management Co. LLC123,059$1.59M1.3%+20.8%0.000%
2/18/2026Mercer Global Advisors Inc. ADV80,964$1.04M0.0%+13.3%0.000%
2/18/2026NewEdge Advisors LLC114,671$1.48M0.0%-3.0%0.000%
2/18/2026XTX Topco Ltd170,088$2.19M0.1%N/A0.000%
2/18/2026Rivernorth Capital Management LLC811,692$10.46M0.5%N/A0.000%
2/18/2026Main Street Financial Solutions LLC12,613$162K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers1,261,043$16.24M0.0%+4.7%0.000%
2/17/2026Equitable Holdings Inc.31,885$411K0.0%-38.0%0.000%
2/17/2026Kovack Advisors Inc.68,423$881K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.953,441$12.28M0.0%+0.2%0.000%
2/17/2026Private Advisor Group LLC241,284$3.11M0.0%+82.5%0.000%
2/17/2026Captrust Financial Advisors42,857$552K0.0%-12.8%0.000%
2/17/2026Royal Bank of Canada982,206$12.65M0.0%+29.0%0.000%
2/16/2026MML Investors Services LLC795,221$10.24M0.0%-4.4%0.000%
2/16/2026Landscape Capital Management L.L.C.61,187$788K0.1%N/A0.000%
2/13/2026Jacobi Capital Management LLC37,772$487K0.0%+14.6%0.000%
2/13/2026Kestra Advisory Services LLC150,959$1.94M0.0%+17.4%0.000%
2/13/2026CreativeOne Wealth LLC899,165$11.58M0.3%+9.6%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.927,245$11.94M4.0%N/A0.000%
2/13/2026Stifel Financial Corp26,798$345K0.0%-11.4%0.000%
2/13/2026Morgan Stanley7,020,414$90.42M0.0%-13.9%0.000%
2/13/2026Mosaic Family Wealth Partners LLC222,618$2.87M0.3%+3.1%0.000%
2/13/2026Integrated Wealth Concepts LLC240,518$3.10M0.0%+1.8%0.000%
2/13/2026Ausdal Financial Partners Inc.18,025$232K0.0%-82.1%0.000%
2/13/2026Wells Fargo & Company MN9,571$123K0.0%-31.2%0.000%
2/13/2026Cohen & Steers Inc.771,789$9.94M0.0%+129.2%0.000%
2/12/2026Jane Street Group LLC368,341$4.74M0.0%+324.1%0.000%
2/12/2026Insigneo Advisory Services LLC35,166$453K0.0%-5.4%0.000%
2/12/2026Orion Porfolio Solutions LLC34,598$446K0.0%-10.2%0.000%
2/12/2026Triumph Capital Management8,285$107K0.0%+45.7%0.000%
2/12/2026Commonwealth Equity Services LLC169,483$2.18M0.0%-26.8%0.000%
2/12/2026Northstar Asset Management Inc.19,005$245K0.1%N/A0.000%
2/12/2026Elevation Point Wealth Partners LLC247,477$3.19M0.2%+7.9%0.000%
2/12/2026Marex Group plc54,682$704K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC117,743$1.52M0.0%-11.9%0.000%
2/12/2026Wedbush Securities Inc.191,607$2.47M0.1%+7.1%0.000%
2/12/2026Richmond Brothers Inc.240,545$3.10M2.0%+4.9%0.000%
2/12/2026Principal Securities Inc.169,603$2.18M0.0%+10.4%0.000%
2/12/2026Great Valley Advisor Group Inc.90,270$1.16M0.0%-36.4%0.000%
2/12/2026Kovack Advisors Inc.68,423$881K0.0%N/A0.000%
2/11/2026Harpswell Capital Advisors LLC198,923$2.56M2.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC406,306$5.23M0.0%+10.0%0.000%
2/11/2026Capital Analysts LLC35,829$461K0.0%+39.4%0.000%
2/11/2026LPL Financial LLC2,552,235$32.87M0.0%+6.3%0.000%
2/11/2026J.W. Cole Advisors Inc.76,193$937K0.0%+70.2%0.000%
2/11/2026Verus Capital Partners LLC2,326,544$29.97M1.9%+2.4%0.000%
2/10/2026Hazlett Burt & Watson Inc.2,455$31K0.0%+81.2%0.000%
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2/10/2026Northwestern Mutual Wealth Management Co.2,328$30K0.0%-26.0%0.000%
2/10/2026Moors & Cabot Inc.18,705$241K0.0%+43.3%0.000%
2/10/2026Foundations Investment Advisors LLC15,327$197K0.0%-32.1%0.000%
2/10/2026IFG Advisory LLC95,343$1.23M0.1%-2.8%0.000%
2/9/2026Kingsview Wealth Management LLC11,166$144K0.0%-6.9%0.000%
2/9/2026Integrity Alliance LLC.333,371$4.29M0.2%+7.7%0.000%
2/9/2026Cary Street Partners Financial LLC161,629$2.08M0.1%+59.4%0.000%
2/9/2026Harbour Investments Inc.9,478$122K0.0%-25.0%0.000%
2/6/2026Global Retirement Partners LLC23,634$304K0.0%+45.0%0.000%
2/6/2026PNC Financial Services Group Inc.198,020$2.55M0.0%+6.2%0.000%


GOF Institutional Ownership - Frequently Asked Questions

During the previous two years, 214 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), Morgan Stanley ($90.42M), LPL Financial LLC ($32.87M), Verus Capital Partners LLC ($27.30M), UBS Group AG ($21.80M), Rivernorth Capital Management LLC ($20.81M), and Invesco Ltd. ($17.04M).Learn more on Guggenheim Strategic Opportunities Fund's institutional investors.

Of the 196 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), Rivernorth Capital Management LLC ($1.89M), Verus Capital Partners LLC ($1.57M), Invesco Ltd. ($1.32M), Raymond James Financial Inc. ($1.16M), Thomas J. Herzfeld Advisors Inc. ($927.25K), and Strategic Financial Concepts LLC ($639.61K).

Institutional investors have bought a total of 30,960,811 shares in the last 24 months. This purchase volume represents approximately $438.96M in transactions.

Of the 77 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: Morgan Stanley ($1.14M), Raymond James Financial Inc. ($457.62K), Kera Capital Partners Inc. ($324.60K), Prime Capital Investment Advisors LLC ($322.22K), Atria Wealth Solutions Inc. ($196.92K), Almanack Investment Partners LLC. ($122.50K), and Milestone Asset Management LLC ($104.03K).

Institutional investors have sold a total of 3,756,024 shares in the last 24 months. This volume of shares sold represents approximately $50.25M in transactions.


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This page (NYSE:GOF) was last updated on 7/7/2026 by MarketBeat.com Staff.
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