QQQ   431.85 (+0.18%)
AAPL   169.38 (-1.92%)
MSFT   416.03 (+0.58%)
META   502.05 (+0.36%)
GOOGL   154.65 (-0.14%)
AMZN   183.75 (+0.07%)
TSLA   156.93 (-2.82%)
NVDA   872.21 (+1.42%)
AMD   163.28 (+1.85%)
NIO   3.81 (-2.06%)
BABA   69.89 (-1.03%)
T   16.05 (-1.17%)
F   12.16 (-0.57%)
MU   121.30 (-0.06%)
GE   155.76 (+1.34%)
CGC   6.88 (-1.43%)
DIS   114.11 (+1.03%)
AMC   2.72 (+10.12%)
PFE   25.84 (-0.27%)
PYPL   63.96 (+0.71%)
XOM   118.78 (-0.75%)
QQQ   431.85 (+0.18%)
AAPL   169.38 (-1.92%)
MSFT   416.03 (+0.58%)
META   502.05 (+0.36%)
GOOGL   154.65 (-0.14%)
AMZN   183.75 (+0.07%)
TSLA   156.93 (-2.82%)
NVDA   872.21 (+1.42%)
AMD   163.28 (+1.85%)
NIO   3.81 (-2.06%)
BABA   69.89 (-1.03%)
T   16.05 (-1.17%)
F   12.16 (-0.57%)
MU   121.30 (-0.06%)
GE   155.76 (+1.34%)
CGC   6.88 (-1.43%)
DIS   114.11 (+1.03%)
AMC   2.72 (+10.12%)
PFE   25.84 (-0.27%)
PYPL   63.96 (+0.71%)
XOM   118.78 (-0.75%)
QQQ   431.85 (+0.18%)
AAPL   169.38 (-1.92%)
MSFT   416.03 (+0.58%)
META   502.05 (+0.36%)
GOOGL   154.65 (-0.14%)
AMZN   183.75 (+0.07%)
TSLA   156.93 (-2.82%)
NVDA   872.21 (+1.42%)
AMD   163.28 (+1.85%)
NIO   3.81 (-2.06%)
BABA   69.89 (-1.03%)
T   16.05 (-1.17%)
F   12.16 (-0.57%)
MU   121.30 (-0.06%)
GE   155.76 (+1.34%)
CGC   6.88 (-1.43%)
DIS   114.11 (+1.03%)
AMC   2.72 (+10.12%)
PFE   25.84 (-0.27%)
PYPL   63.96 (+0.71%)
XOM   118.78 (-0.75%)
QQQ   431.85 (+0.18%)
AAPL   169.38 (-1.92%)
MSFT   416.03 (+0.58%)
META   502.05 (+0.36%)
GOOGL   154.65 (-0.14%)
AMZN   183.75 (+0.07%)
TSLA   156.93 (-2.82%)
NVDA   872.21 (+1.42%)
AMD   163.28 (+1.85%)
NIO   3.81 (-2.06%)
BABA   69.89 (-1.03%)
T   16.05 (-1.17%)
F   12.16 (-0.57%)
MU   121.30 (-0.06%)
GE   155.76 (+1.34%)
CGC   6.88 (-1.43%)
DIS   114.11 (+1.03%)
AMC   2.72 (+10.12%)
PFE   25.84 (-0.27%)
PYPL   63.96 (+0.71%)
XOM   118.78 (-0.75%)

Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

$13.87
+0.02 (+0.14%)
(As of 12:43 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$94.13M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$39.05M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024Wealthcare Advisory Partners LLC15,567$223K0.0%-86.8%0.000%
4/15/2024Future Financial Wealth Managment LLC4,000$57K0.0%N/A0.000%
4/15/2024Sunbelt Securities Inc.8,026$115K0.0%-32.5%0.000%
4/13/2024 Quad Cities Investment Group LLC26,589$381K0.2%+5.0%0.000%
4/13/2024 Retirement Planning Group LLC24,261$347K0.0%+17.7%0.000%
4/11/2024 Capital CS Group LLC13,883$199K0.2%+29.6%0.000%
4/5/2024 Capital Market Strategies LLC30,270$433K0.3%-11.6%0.000%
4/5/2024 NBC Securities Inc.3,228$46K0.0%+162.9%0.000%
3/27/2024Nomura Holdings Inc.16,325$209K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.34,046$436K0.0%-15.8%0.000%
2/26/2024Centaurus Financial Inc.18,232$233K0.0%-21.7%0.000%
2/16/2024Harbour Investments Inc.22,944$294K0.0%-40.9%0.000%
2/15/2024Mercer Global Advisors Inc. ADV61,081$782K0.0%+9.2%0.000%
2/15/2024Garden State Investment Advisory Services LLC49,273$631K0.3%-15.5%0.000%
2/15/2024Baird Financial Group Inc.317,836$4.07M0.0%+62.8%0.000%
2/15/2024Cohen & Steers Inc.724,940$9.28M0.0%+81.3%0.000%
2/15/2024Comerica Bank13,126$168K0.0%+25.0%0.000%
2/14/2024Royal Bank of Canada708,107$9.06M0.0%+84.6%0.000%
2/14/2024Kestra Advisory Services LLC33,035$423K0.0%+125.7%0.000%
2/14/2024Jacobi Capital Management LLC10,625$136K0.0%N/A0.000%
2/14/2024Nomura Holdings Inc.16,325$209K0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.317,002$4.06M0.0%-12.7%0.000%
2/13/2024Cetera Advisor Networks LLC176,317$2.26M0.0%+39.9%0.000%
2/13/2024CWA Asset Management Group LLC11,790$151K0.0%N/A0.000%
2/12/2024Gridiron Partners LLC39,542$506K0.4%N/A0.000%
2/12/2024Focus Financial Network Inc. ADV96,114$1.23M0.0%N/A0.000%
2/12/2024Stifel Financial Corp12,439$159K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC76,863$984K0.0%+4.8%0.000%
2/9/2024Founders Financial Alliance LLC65,579$839K0.3%+1.4%0.000%
2/9/2024Advisory Services Network LLC19,487$249K0.0%-16.7%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.333,692$4.27M0.0%+31.7%0.000%
2/9/2024CreativeOne Wealth LLC440,010$5.63M0.4%+15.4%0.000%
2/9/2024D.A. Davidson & CO.153,423$1.96M0.0%+60.9%0.000%
2/9/2024UBS Group AG1,208,949$15.48M0.0%-36.4%0.000%
2/8/2024Richmond Brothers Inc.297,281$3.81M6.6%+14.0%0.000%
2/8/2024Janney Montgomery Scott LLC245,093$3.14M0.0%-15.7%0.000%
2/7/2024Avantax Advisory Services Inc.69,814$894K0.0%-41.7%0.000%
2/7/2024Principal Securities Inc.85,307$1.09M0.0%N/A0.000%
2/7/2024Arlington Capital Management Inc.57,097$731K0.7%N/A0.000%
2/6/2024Private Advisor Group LLC124,305$1.59M0.0%-2.9%0.000%
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

Click here now for the full details of this stock that’s set to rocket in the AI revolution…
2/6/2024Wealthcare Advisory Partners LLC117,851$1.51M0.1%+3.1%0.000%
2/6/2024Spire Wealth Management9,708$127K0.0%-10.0%0.000%
2/6/20249258 Wealth Management LLC22,179$284K0.0%-5.1%0.000%
2/5/2024Choreo LLC50,000$640K0.0%N/A0.000%
2/2/2024Truist Financial Corp158,118$2.02M0.0%-31.3%0.000%
2/2/2024Atria Wealth Solutions Inc.388,282$4.97M0.1%+7.1%0.000%
2/1/2024Wolverine Asset Management LLC45,902$588K0.0%N/A0.000%
2/1/2024Significant Wealth Partners LLC172,083$2.20M1.6%N/A0.000%
2/1/2024Sigma Planning Corp90,110$1.15M0.1%-53.3%0.000%
1/31/2024Western Wealth Management LLC54,284$695K0.1%-28.0%0.000%
1/30/2024SFI Advisors LLC14,828$190K0.2%N/A0.000%
1/30/2024Bison Wealth LLC22,003$282K0.0%-15.0%0.000%
1/30/2024BOK Financial Private Wealth Inc.4,000$51K0.0%N/A0.000%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors264,967$3.39M0.7%+26.7%0.000%
1/29/2024Tennessee Valley Asset Management Partners59,313$759K0.2%+42.0%0.000%
1/29/2024Mosaic Family Wealth Partners LLC181,885$2.33M0.4%+2.7%0.000%
1/29/2024Petra Financial Advisors Inc.247,390$3.17M2.6%+12.1%0.000%
1/26/2024Geneos Wealth Management Inc.5,907$76K0.0%-15.3%0.000%
1/25/2024 International Assets Investment Management LLC31,486$403K0.0%-9.9%0.000%
1/24/2024Prime Capital Investment Advisors LLC1,172,856$15.01M0.2%+35.0%0.000%
1/24/2024 International Assets Investment Management LLC403,018$5.16M0.0%+1,052.9%0.000%
1/24/2024Tsfg LLC5,241$67K0.0%-48.3%0.000%
1/23/2024Semus Wealth Partners LLC60,436$774K0.6%-2.3%0.000%
1/23/2024Camelot Portfolios LLC78,035$999K0.6%N/A0.000%
1/23/2024DAVENPORT & Co LLC49,726$636K0.0%+49.4%0.000%
1/19/2024Patriot Financial Group Insurance Agency LLC32,413$415K0.1%+7.8%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.280,868$3.60M0.0%-19.3%0.000%
1/16/2024Raymond James & Associates123,189$1.58M0.0%+4.5%0.000%
1/16/2024 Retirement Planning Group LLC20,620$264K0.0%+5.0%0.000%
1/16/2024CoreCap Advisors LLC35,070$449K0.0%+13.9%0.000%
1/12/2024Mutual Advisors LLC63,027$807K0.0%-1.7%0.000%
1/12/2024GPS Wealth Strategies Group LLC33,847$433K0.1%-16.7%0.000%
1/12/2024Advisor Resource Council14,902$191K0.0%N/A0.000%
1/11/2024Brookstone Capital Management72,738$931K0.0%-71.1%0.000%
1/11/2024Raymond James Trust N.A.50,417$645K0.0%-20.8%0.000%
1/11/2024 Dynamic Advisor Solutions LLC63,557$858K0.0%+15.1%0.000%
1/9/2024 Capital CS Group LLC10,709$137K0.1%N/A0.000%
1/8/2024 Capital Market Strategies LLC34,242$438K0.4%+19.9%0.000%
12/1/2023B. Riley Wealth Advisors Inc.40,452$598K0.0%-25.4%0.000%
11/21/2023Walleye Capital LLC18,397$272K0.0%-8.3%0.000%
11/21/2023Comerica Bank10,498$155K0.0%N/A0.000%
11/16/2023Creative Planning13,538$200K0.0%N/A0.000%
11/16/2023Harbour Investments Inc.38,819$574K0.0%-6.3%0.000%
11/16/2023Morgan Stanley4,382,339$64.82M0.0%+4.9%0.000%
11/15/2023Integrated Wealth Concepts LLC139,682$2.07M0.0%+22.9%0.000%
11/15/2023Mercer Global Advisors Inc. ADV55,929$827K0.0%+10.3%0.000%
11/15/2023Royal Bank of Canada383,684$5.68M0.0%+4.7%0.000%
11/15/2023Ameriprise Financial Inc.145,596$2.15M0.0%-4.9%0.000%
11/14/2023Mutual Advisors LLC64,145$949K0.0%-35.7%0.000%
11/13/2023Garden State Investment Advisory Services LLC58,283$862K0.4%-1.4%0.000%
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

Click here now for the full details of this stock that’s set to rocket in the AI revolution…
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors209,053$3.09M0.7%-8.2%0.000%
11/13/2023Northern Trust Corp23,072$341K0.0%-71.5%0.000%
11/13/2023LPL Financial LLC965,960$14.29M0.0%+22.2%0.000%
11/13/2023Bison Wealth LLC25,885$383K0.1%+12.2%0.000%
11/13/2023Envestnet Asset Management Inc.363,239$5.37M0.0%+9.8%0.000%
11/13/2023Kestra Advisory Services LLC14,634$216K0.0%-12.7%0.000%
11/13/2023PNC Financial Services Group Inc.16,567$245K0.0%+5.7%0.000%
11/9/2023Prime Capital Investment Advisors LLC868,521$12.85M0.3%+8.3%0.000%
11/9/2023UBS Group AG1,899,465$28.09M0.0%+17.5%0.000%
11/8/2023HighTower Advisors LLC15,316$227K0.0%-10.8%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, 162 institutional investors and hedge funds held shares of Guggenheim Strategic Opportunities Fund. The most heavily invested institutionals were Morgan Stanley ($64.82M), UBS Group AG ($15.48M), Prime Capital Investment Advisors LLC ($15.01M), LPL Financial LLC ($14.29M), Advisor Group Holdings Inc. ($12.73M), Osaic Holdings Inc. ($11.44M), and Cohen & Steers Inc. ($9.28M).Learn more on GOF's institutional investors.

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

Of the 141 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: UBS Group AG ($1.01M), Prime Capital Investment Advisors LLC ($672.64K), LPL Financial LLC ($510.39K), Atria Wealth Solutions Inc. ($474.07K), Verus Capital Partners LLC ($434.82K), International Assets Investment Management LLC ($425.42K), and Royal Bank of Canada ($368.26K).

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

Institutional investors have bought a total of 11,881,498 shares in the last 24 months. This purchase volume represents approximately $179.50M in transactions.

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

Of the 90 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 ($1.16M), Karpus Management Inc. ($531.43K), Verus Capital Partners LLC ($305.71K), Bank of America Corp DE ($237.44K), Raymond James Financial Services Advisors Inc. ($234.52K), Rockefeller Capital Management L.P. ($226.77K), and Richmond Brothers Inc. ($196.21K).

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

Institutional investors have sold a total of 5,655,371 shares in the last 24 months. This volume of shares sold represents approximately $88.82M in transactions.


This page (NYSE:GOF) was last updated on 4/16/2024 by MarketBeat.com Staff

From Our Partners