Go Pro
→ Your 10X AI demo is starting… (From TradeSmith) (Ad)tc pixel Free GOF Stock Alerts

Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$10.31 -0.15 (-1.43%)
Closing price 08/17/2026 03:57 PM Eastern
Extended Trading
$10.30 -0.01 (-0.05%)
As of 08:09 AM 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$150.19M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$35.89M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

GOF Institutional Buying and Selling by Quarter

Guggenheim Strategic Opportunities Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026 Bank of New York Mellon Corp31,507$344K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.70,645$771K0.0%+1.9%0.000%
7/9/2026 Allied Private Wealth LLC3,920$43K0.0%N/A0.000%
7/8/2026 Mallini Complete Financial Planning LLC55,467$606K0.4%+10.0%0.000%
7/7/2026 Dynamic Advisor Solutions LLC108,583$1.19M0.0%+10.0%0.000%
7/7/2026 CoreCap Advisors LLC23,764$260K0.0%+14.4%0.000%
7/2/2026 Silverleafe Capital Partners LLC20,475$224K0.1%+20.5%0.000%
6/18/2026 Western Wealth Management LLC58,893$649K0.0%-3.0%0.000%
6/3/2026 NewEdge Advisors LLC126,814$1.40M0.0%+10.6%0.000%
5/22/2026 Verus Capital Partners LLC2,477,088$27.30M1.9%+6.5%0.000%
5/19/2026 Western Wealth Management LLC58,893$649K0.0%-3.0%0.000%
5/19/2026 Bank of America Corp DE603,335$6.65M0.0%+31.8%0.000%
5/19/2026 Arkadios Wealth Advisors20,968$231K0.0%N/A0.000%
5/18/2026Sunbelt Securities Inc.10,068$111K0.0%+81.1%0.000%
5/18/2026 Readystate Asset Management LP91,531$1.01M0.0%N/A0.000%
5/18/2026 Rivernorth Capital Management LLC1,888,335$20.81M1.0%+132.6%0.000%
5/18/2026 Royal Bank of Canada1,145,825$12.63M0.0%+16.7%0.000%
5/13/2026 Cetera Investment Advisers1,251,299$13.79M0.0%-0.8%0.000%
5/13/2026 Petra Financial Advisors Inc.469,379$5.17M3.2%+2.4%0.000%
5/8/2026 PNC Financial Services Group Inc.173,578$1.91M0.0%-12.3%0.000%
5/6/2026 Kera Capital Partners Inc.38,197$421K0.1%-89.5%0.000%
5/5/2026 Marks Group Wealth Management Inc190,195$2.10M0.2%-3.1%0.000%
5/5/2026 Sanctuary Advisors LLC20,971$231K0.0%-50.2%0.000%
5/5/2026 Sigma Planning Corp60,030$662K0.0%-13.7%0.000%
5/5/2026 Flynn Zito Capital Management LLC137,946$1.52M0.5%-2.9%0.000%
5/4/2026 Retirement Planning Group LLC246,738$2.72M0.1%-14.2%0.000%
5/1/2026 Fifth Third Bancorp28,475$314K0.0%N/A0.000%
5/1/2026 Sovran Advisors LLC46,126$527K0.0%-17.2%0.000%
4/30/2026 Mosaic Family Wealth Partners LLC201,355$2.22M0.2%-9.6%0.000%
4/30/2026 Kestra Advisory Services LLC134,337$1.48M0.0%-11.0%0.000%
4/27/2026 PFG Investments LLC80,693$889K0.0%+1.3%0.000%
4/27/2026 Private Advisor Group LLC239,681$2.64M0.0%-0.7%0.000%
4/27/2026 Elevation Point Wealth Partners LLC219,535$2.42M0.1%-11.3%0.000%
4/23/2026 Apollon Wealth Management LLC32,807$362K0.0%+4.3%0.000%
4/22/2026 Absolute Investment Advisers LLC23,100$255K0.0%N/A0.000%
4/22/2026 Patriot Financial Group Insurance Agency LLC48,306$532K0.0%+102.5%0.000%
4/22/2026 Janney Montgomery Scott LLC420,263$4.63M0.0%+3.4%0.000%
4/20/2026 Kestra Private Wealth Services LLC14,044$155K0.0%-12.5%0.000%
4/18/2026 CENTRAL TRUST Co2,500$28K0.0%N/A0.000%
4/17/2026 Discipline Wealth Solutions LLC30,418$335K0.0%-33.1%0.000%
Nvidia's CEO says this small device is critical for AI growth (Ad)

A tiny glass device smaller than a fingertip could redefine AI hardware. Nvidia CEO Jensen Huang calls it essential for AI to scale, while Sequoia Capital labels it a holy grail. Stocks tied to this technology have already surged 133 percent, 217 percent, and 320 percent in recent months, according to Brownstone Research analyst Jason Bodner, who identified Nvidia at 4.50.tc pixel

Click now to discover Bodner's top AI stock pick before others catch on
4/17/2026 PMG Family Office LLC88,938$980K1.1%+40.0%0.000%
4/17/2026 Brookstone Capital Management42,599$469K0.0%-9.5%0.000%
3/17/2026 Rockefeller Capital Management L.P.23,646$305K0.0%-24.2%0.000%
2/23/2026 Kera Capital Partners Inc.362,801$4.64M0.6%N/A0.000%
2/23/2026 Virtu Financial LLC16,065$207K0.0%N/A0.000%
2/20/2026Sunbelt Securities Inc.5,559$72K0.0%-51.8%0.000%
2/20/2026 Bauman Advisory Group LLC20,660$266K0.2%N/A0.000%
2/19/2026 Invesco Ltd.1,322,981$17.04M0.0%N/A0.000%
2/19/2026 Smith Asset Management Co. LLC123,059$1.59M1.3%+20.8%0.000%
2/18/2026 Mercer Global Advisors Inc. ADV80,964$1.04M0.0%+13.3%0.000%
2/18/2026 NewEdge Advisors LLC114,671$1.48M0.0%-3.0%0.000%
2/18/2026 XTX Topco Ltd170,088$2.19M0.1%N/A0.000%
2/18/2026 Rivernorth Capital Management LLC811,692$10.46M0.5%N/A0.000%
2/18/2026 Main Street Financial Solutions LLC12,613$162K0.0%N/A0.000%
2/17/2026 Cetera Investment Advisers1,261,043$16.24M0.0%+4.7%0.000%
2/17/2026Equitable Holdings Inc.31,885$411K0.0%-38.0%0.000%
2/17/2026 Kovack Advisors Inc.68,423$881K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.953,441$12.28M0.0%+0.2%0.000%
2/17/2026 Private Advisor Group LLC241,284$3.11M0.0%+82.5%0.000%
2/17/2026 Captrust Financial Advisors42,857$552K0.0%-12.8%0.000%
2/17/2026 Royal Bank of Canada982,206$12.65M0.0%+29.0%0.000%
2/16/2026 MML Investors Services LLC795,221$10.24M0.0%-4.4%0.000%
2/16/2026 Landscape Capital Management L.L.C.61,187$788K0.1%N/A0.000%
2/13/2026 Jacobi Capital Management LLC37,772$487K0.0%+14.6%0.000%
2/13/2026 Kestra Advisory Services LLC150,959$1.94M0.0%+17.4%0.000%
2/13/2026 CreativeOne Wealth LLC899,165$11.58M0.3%+9.6%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.927,245$11.94M4.0%N/A0.000%
2/13/2026 Stifel Financial Corp26,798$345K0.0%-11.4%0.000%
2/13/2026 Morgan Stanley7,020,414$90.42M0.0%-13.9%0.000%
2/13/2026 Mosaic Family Wealth Partners LLC222,618$2.87M0.3%+3.1%0.000%
2/13/2026 Integrated Wealth Concepts LLC240,518$3.10M0.0%+1.8%0.000%
2/13/2026 Ausdal Financial Partners Inc.18,025$232K0.0%-82.1%0.000%
2/13/2026 Wells Fargo & Company MN9,571$123K0.0%-31.2%0.000%
2/13/2026 Cohen & Steers Inc.771,789$9.94M0.0%+129.2%0.000%
2/12/2026 Jane Street Group LLC368,341$4.74M0.0%+324.1%0.000%
2/12/2026 Insigneo Advisory Services LLC35,166$453K0.0%-5.4%0.000%
2/12/2026 Orion Porfolio Solutions LLC34,598$446K0.0%-10.2%0.000%
2/12/2026 Triumph Capital Management8,285$107K0.0%+45.7%0.000%
2/12/2026 Commonwealth Equity Services LLC169,483$2.18M0.0%-26.8%0.000%
2/12/2026 Northstar Asset Management Inc.19,005$245K0.1%N/A0.000%
2/12/2026 Elevation Point Wealth Partners LLC247,477$3.19M0.2%+7.9%0.000%
2/12/2026 Marex Group plc54,682$704K0.0%N/A0.000%
2/12/2026 Steward Partners Investment Advisory LLC117,743$1.52M0.0%-11.9%0.000%
2/12/2026 Wedbush Securities Inc.191,607$2.47M0.1%+7.1%0.000%
2/12/2026 Richmond Brothers Inc.240,545$3.10M2.0%+4.9%0.000%
2/12/2026 Principal Securities Inc.169,603$2.18M0.0%+10.4%0.000%
2/12/2026 Great Valley Advisor Group Inc.90,270$1.16M0.0%-36.4%0.000%
2/12/2026 Kovack Advisors Inc.68,423$881K0.0%N/A0.000%
2/11/2026 Harpswell Capital Advisors LLC198,923$2.56M2.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC406,306$5.23M0.0%+10.0%0.000%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
2/11/2026 Capital Analysts LLC35,829$461K0.0%+39.4%0.000%
2/11/2026 LPL Financial LLC2,552,235$32.87M0.0%+6.3%0.000%
2/11/2026 J.W. Cole Advisors Inc.76,193$937K0.0%+70.2%0.000%
2/11/2026 Verus Capital Partners LLC2,326,544$29.97M1.9%+2.4%0.000%
2/10/2026 Hazlett Burt & Watson Inc.2,455$31K0.0%+81.2%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.2,328$30K0.0%-26.0%0.000%
2/10/2026 Moors & Cabot Inc.18,705$241K0.0%+43.3%0.000%
2/10/2026 Foundations Investment Advisors LLC15,327$197K0.0%-32.1%0.000%
2/10/2026 IFG Advisory LLC95,343$1.23M0.1%-2.8%0.000%
2/9/2026Kingsview Wealth Management LLC11,166$144K0.0%-6.9%0.000%


GOF Institutional Ownership - Frequently Asked Questions

During the previous two years, 210 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 192 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 ($1.48M), Invesco Ltd. ($1.32M), Raymond James Financial Inc. ($1.16M), Thomas J. Herzfeld Advisors Inc. ($927.25K), and Truist Financial Corp ($557.63K).

Institutional investors have bought a total of 11,542,165 shares in the last 24 months. This purchase volume represents approximately $150.19M in transactions.

Of the 65 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), Kera Capital Partners Inc. ($324.60K), Raymond James Financial Inc. ($251.40K), Almanack Investment Partners LLC. ($122.50K), Gridiron Partners LLC ($84.77K), Ausdal Financial Partners Inc. ($82.56K), and Commonwealth Equity Services LLC ($61.98K).

Institutional investors have sold a total of 2,789,409 shares in the last 24 months. This volume of shares sold represents approximately $35.89M in transactions.


Related Companies

Institutional ownership data for NYSE:GOF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon's Terrifying Warning: America Is "1,000% Going Bankrupt"
The national debt just crossed $39 trillion, and Elon Musk - former head of the Department of Government Effic...
American Hartford Gold | Sponsoredtc pixel
Iran War: What Happened at 1:11 P.M. Outside D.C.?
A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 t...
Banyan Hill Publishing | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
A Wall Street veteran shares two simple trading rules
A self-described Market Wizard says two simple rules, refined over decades on Wall Street, form the basis of h...
Brownstone Research | Sponsoredtc pixel
19 Factories. One AI Brain. One Hidden Stock.
A little-known aerospace manufacturer has linked 19 factories worldwide into a single AI-ready data system, dr...
The Oxford Club | Sponsoredtc pixel
Someone just dumped the biggest gold fund.
Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing to...
Behind the Markets | Sponsoredtc pixel
A Dark Day Is Coming to America
Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift...
TradeSmith | Sponsoredtc pixel