Free Trial
→ SpaceX will mint billionaires. You won't be one of them. (From Behind the Markets) (Ad)tc pixel Free GOF Stock Alerts

Guggenheim Strategic Opportunities Fund (GOF) Institutional Ownership

Guggenheim Strategic Opportunities Fund logo
$10.82 -0.14 (-1.23%)
Closing price 06/16/2026 03:58 PM Eastern
Extended Trading
$10.91 +0.10 (+0.92%)
As of 06:17 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)
137
Total
Institutional Inflows
(last 12 months)
$438.89M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$50.30M
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
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%
5/18/2026 Sunbelt 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%
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%
2/20/2026 Sunbelt 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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%
2/18/2026Main 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%
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%
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/10/2026 IFG Advisory LLC95,343$1.23M0.1%-2.8%0.000%
2/9/2026 Kingsview Wealth Management LLC11,166$144K0.0%-6.9%0.000%
2/9/2026 Integrity Alliance LLC.333,371$4.29M0.2%+7.7%0.000%
2/9/2026 Cary Street Partners Financial LLC161,629$2.08M0.1%+59.4%0.000%
2/9/2026 Harbour Investments Inc.9,478$122K0.0%-25.0%0.000%
2/6/2026Global Retirement Partners LLC23,634$304K0.0%+45.0%0.000%
2/6/2026 PNC Financial Services Group Inc.198,020$2.55M0.0%+6.2%0.000%
2/6/2026 Flynn Zito Capital Management LLC142,091$1.83M0.7%-12.4%0.000%
2/6/2026 HighTower Advisors LLC20,445$263K0.0%-24.1%0.000%
2/5/2026 Tennessee Valley Asset Management Partners151,386$1.95M0.3%+6.7%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 195 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 30,954,323 shares in the last 24 months. This purchase volume represents approximately $438.89M in transactions.

Of the 78 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 3,758,483 shares in the last 24 months. This volume of shares sold represents approximately $50.30M in transactions.


Related Companies

This page (NYSE:GOF) was last updated on 6/17/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel