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Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$9.38 0.00 (0.00%)
As of 09/4/2026 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)
124
Total
Institutional Inflows
(last 12 months)
$155.15M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$36.86M
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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
8/27/2026 Corient Private Wealth LP16,083$176K0.0%-38.2%0.000%
8/23/2026 Readystate Asset Management LP18,741$205K0.0%-79.5%0.000%
8/23/2026 Ameritas Advisory Services LLC22,352$244K0.0%+97.6%0.000%
8/22/2026 Advisory Solutions Group LLC472,129$5.16M1.7%N/A0.000%
8/22/2026 Turner Financial Group Inc.50,317$549K0.5%N/A0.000%
8/21/2026 Tsfg LLC4,871$53K0.0%-57.7%0.000%
8/21/2026 Secure Asset Management LLC631,456$6.90M1.0%+1.3%0.000%
8/20/2026 Wedbush Securities Inc.192,139$2.10M0.1%+3.6%0.000%
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%
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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%
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%
2/17/2026 Equitable 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%
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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%
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%


GOF Institutional Ownership - Frequently Asked Questions

During the previous two years, 213 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 193 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 12,022,223 shares in the last 24 months. This purchase volume represents approximately $155.15M in transactions.

Of the 68 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 Readystate Asset Management LP ($72.79K).

Institutional investors have sold a total of 2,878,802 shares in the last 24 months. This volume of shares sold represents approximately $36.86M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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