GOF Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: N/A

Insider Buying (Last 12 Months): $14,499.84

Insider Selling (Last 12 Months): $87,851.98

Guggenheim Strategic Opportunities Fund Insider Trading History Chart

Guggenheim Strategic Opportunities Fund Share Price & Price History

^$15.54

▼ -0.075 (-0.48%)

As of 03/28/2025 04:59 PM ET

Days: 30 | 90 | 365

Guggenheim Strategic Opportunities Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/3/2024	Angela Brock-Kyle	Insider	Buy	944	$15.36	$14,499.84	2,432
7/2/2024	Randall C. Barnes	insider	Sell	5,849	$15.02	$87,851.98
2/1/2024	Randall C. Barnes	Insider	Sell	10,000	$13.95	$139,500.00	5,849
1/5/2024	Randall C. Barnes	Insider	Sell	20,000	$13.60	$272,000.00	15,849
3/13/2023	Ronald E Toupin Jr	Insider	Buy	245	$13.98	$3,425.10	7,711
10/12/2022	Ronald E Toupin Jr	Insider	Sell	2,000	$15.50	$31,000.00	15,294
9/29/2022	Ronald E Toupin Jr	Insider	Sell	2,000	$15.18	$30,360.00	17,031
9/22/2022	Ronald E Toupin Jr	Insider	Sell	2,000	$16.01	$32,020.00	19,031
6/15/2022	Randall C. Barnes	Insider	Sell	1	$16.76	$16.76	356
6/2/2022	Randall C. Barnes	Insider	Sell	13,000	$17.61	$228,930.00	27,881

See Full Table

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

Institutional Buying and Selling by Quarter

Guggenheim Strategic Opportunities Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/4/2025	Buska Wealth Management LLC	24,147	$0.37M	0.1%	+18.2%	0.000%
2/25/2025	B. Riley Wealth Advisors Inc.	45,376	$0.69M	0.0%	-8.6%	0.000%
2/18/2025	Retirement Planning Group LLC	48,499	$0.74M	0.0%	+50.3%	0.000%
2/18/2025	Mosaic Family Wealth Partners LLC	218,974	$3.34M	0.5%	+1.9%	0.000%
2/18/2025	Mpwm Advisory Solutions LLC	7,000	$0.11M	0.1%	N/A	0.000%
2/17/2025	Waverly Advisors LLC	19,855	$0.30M	0.0%	N/A	0.000%
2/17/2025	CoreCap Advisors LLC	46,294	$0.71M	0.0%	+8.8%	0.000%
2/17/2025	Cetera Investment Advisers	416,116	$6.35M	0.0%	+13.0%	0.000%
2/17/2025	Citadel Advisors LLC	28,032	$0.43M	0.0%	N/A	0.000%
2/17/2025	Baird Financial Group Inc.	168,974	$2.58M	0.0%	-21.2%	0.000%
2/17/2025	Bank of America Corp DE	576,317	$8.80M	0.0%	+28.3%	0.000%
2/17/2025	Ameriprise Financial Inc.	72,996	$1.11M	0.0%	-3.1%	0.000%
2/17/2025	Aptus Capital Advisors LLC	11,243	$0.17M	0.0%	N/A	0.000%
2/14/2025	Mercer Global Advisors Inc. ADV	35,474	$0.54M	0.0%	-56.6%	0.000%
2/14/2025	Capital Analysts LLC	13,846	$0.21M	0.0%	+19.3%	0.000%
2/14/2025	Integrated Wealth Concepts LLC	161,646	$2.47M	0.0%	+10.5%	0.000%
2/14/2025	Coppell Advisory Solutions LLC	7,163	$0.11M	0.0%	-44.9%	0.000%
2/14/2025	Stifel Financial Corp	43,246	$0.66M	0.0%	+84.0%	0.000%
2/14/2025	MML Investors Services LLC	325,867	$4.97M	0.0%	+11.2%	0.000%
2/13/2025	Garden State Investment Advisory Services LLC	51,799	$0.79M	0.2%	+7.2%	0.000%
2/13/2025	NewEdge Advisors LLC	106,201	$1.62M	0.0%	+6.6%	0.000%
2/13/2025	Main Street Financial Solutions LLC	24,954	$0.38M	0.0%	-5.2%	0.000%
2/13/2025	CreativeOne Wealth LLC	596,836	$9.11M	0.3%	+6.7%	0.000%
2/13/2025	Cohen & Steers Inc.	386,789	$5.90M	0.0%	-22.6%	0.000%
2/13/2025	Envestnet Asset Management Inc.	351,837	$5.37M	0.0%	+9.8%	0.000%
2/13/2025	Wedbush Securities Inc.	179,695	$2.74M	0.1%	-2.0%	0.000%
2/12/2025	Uniting Wealth Partners LLC	10,000	$0.15M	0.1%	N/A	0.000%
2/12/2025	Core Wealth Partners LLC	10,979	$0.17M	0.1%	N/A	0.000%
2/12/2025	TrueMark Investments LLC	167,173	$2.55M	0.8%	-43.4%	0.000%
2/11/2025	LPL Financial LLC	1,712,240	$26.13M	0.0%	+7.5%	0.000%
2/11/2025	Richmond Brothers Inc.	238,338	$3.64M	2.3%	-16.3%	0.000%
2/10/2025	Thrivent Financial for Lutherans	60,115	$0.96M	0.0%	+3.8%	0.000%
2/10/2025	Petra Financial Advisors Inc.	372,465	$5.68M	3.9%	+10.2%	0.000%
2/10/2025	GWN Securities Inc.	19,553	$0.30M	0.1%	N/A	0.000%
2/10/2025	Harbour Investments Inc.	19,372	$0.30M	0.0%	-3.5%	0.000%
2/10/2025	Commonwealth Equity Services LLC	464,771	$7.09M	0.0%	+1.9%	0.000%
2/10/2025	Avantax Advisory Services Inc.	77,306	$1.18M	0.0%	+3.2%	0.000%
2/7/2025	Founders Financial Alliance LLC	106,201	$1.62M	0.4%	-5.5%	0.000%
2/7/2025	Vista Investment Partners II LLC	14,285	$0.22M	0.1%	N/A	0.000%
2/7/2025	Larson Financial Group LLC	1,695	$26K	0.0%	-67.8%	0.000%
2/7/2025	PNC Financial Services Group Inc.	87,195	$1.33M	0.0%	+155.3%	0.000%
2/7/2025	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	266,616	$4.07M	0.6%	-7.3%	0.000%
2/6/2025	Raymond James Financial Inc.	636,965	$9.72M	0.0%	N/A	0.000%
2/6/2025	LVZ Inc.	14,209	$0.22M	0.0%	-31.4%	0.000%
2/6/2025	Disciplined Investments LLC	32,500	$0.50M	0.2%	+22.6%	0.000%
2/6/2025	Steward Partners Investment Advisory LLC	100,589	$1.54M	0.0%	+21.6%	0.000%
2/5/2025	Jacobi Capital Management LLC	22,827	$0.35M	0.0%	+18.9%	0.000%
2/5/2025	Anfield Capital Management LLC	3,654	$56K	0.0%	N/A	0.000%
2/5/2025	Illumine Investment Management LLC	173,467	$2.65M	2.2%	N/A	0.000%
2/5/2025	Verus Capital Partners LLC	1,104,801	$16.86M	1.5%	+53.3%	0.000%
2/5/2025	Oppenheimer & Co. Inc.	45,883	$0.70M	0.0%	+27.4%	0.000%
2/4/2025	Bank of New York Mellon Corp	31,508	$0.48M	0.0%	N/A	0.000%
2/4/2025	Transcendent Capital Group LLC	5,000	$76K	0.0%	+66.7%	0.000%
2/4/2025	IFP Advisors Inc	139,713	$2.13M	0.1%	+11.1%	0.000%
2/3/2025	Private Advisor Group LLC	105,723	$1.61M	0.0%	-2.9%	0.000%
1/31/2025	Semus Wealth Partners LLC	27,454	$0.42M	0.3%	-20.2%	0.000%
1/31/2025	Atria Wealth Solutions Inc.	104,944	$1.60M	0.0%	+3.4%	0.000%
1/31/2025	Truist Financial Corp	161,392	$2.46M	0.0%	+8.4%	0.000%
1/31/2025	Sanctuary Advisors LLC	37,853	$0.58M	0.0%	-4.5%	0.000%
1/31/2025	J.W. Cole Advisors Inc.	16,301	$0.25M	0.0%	N/A	0.000%
1/30/2025	Strategic Financial Concepts LLC	23,007	$0.35M	0.0%	+15.2%	0.000%
1/30/2025	Principal Securities Inc.	132,765	$2.03M	0.0%	+5.5%	0.000%
1/30/2025	Walkner Condon Financial Advisors LLC	47,200	$0.72M	0.1%	N/A	0.000%
1/29/2025	Sovran Advisors LLC	107,771	$1.64M	0.2%	N/A	0.000%
1/29/2025	Focus Financial Network Inc.	41,867	$0.64M	0.0%	+14.5%	0.000%
1/29/2025	Wagner Wealth Management LLC	19,403	$0.30M	0.1%	-4.3%	0.000%
1/28/2025	Apollon Wealth Management LLC	14,850	$0.23M	0.0%	N/A	0.000%
1/28/2025	Almanack Investment Partners LLC.	80,676	$1.23M	0.2%	-14.4%	0.000%
1/28/2025	Realta Investment Advisors	16,383	$0.25M	0.1%	N/A	0.000%
1/28/2025	Strategic Financial Concepts LLC	323,082	$4.93M	0.0%	+1,517.8%	0.000%
1/27/2025	Elm3 Financial Group LLC	13,645	$0.21M	0.2%	N/A	0.000%
1/27/2025	Choreo LLC	57,033	$0.87M	0.0%	+3.1%	0.000%
1/27/2025	Stratos Wealth Partners LTD.	48,250	$0.74M	0.0%	+50.1%	0.000%
1/24/2025	WFA Asset Management Corp	31,209	$0.48M	0.3%	+15.4%	0.000%
1/24/2025	U.S. Capital Wealth Advisors LLC	13,673	$0.21M	0.0%	+13.9%	0.000%
1/24/2025	DAVENPORT & Co LLC	44,624	$0.68M	0.0%	-32.0%	0.000%
1/22/2025	Patriot Financial Group Insurance Agency LLC	33,106	$0.51M	0.1%	+2.1%	0.000%
1/22/2025	Foundations Investment Advisors LLC	10,176	$0.16M	0.0%	N/A	0.000%
1/22/2025	Kingswood Wealth Advisors LLC	13,000	$0.20M	0.0%	N/A	0.000%
1/22/2025	PFG Investments LLC	71,966	$1.10M	0.1%	-2.8%	0.000%
1/22/2025	Tennessee Valley Asset Management Partners	79,639	$1.22M	0.2%	+6.0%	0.000%
1/21/2025	Dynamic Advisor Solutions LLC	70,979	$1.08M	0.0%	+13.2%	0.000%
1/21/2025	Encompass More Asset Management	22,173	$0.34M	0.1%	+4.4%	0.000%
1/17/2025	Secure Asset Management LLC	346,971	$5.30M	0.8%	+3.9%	0.000%
1/17/2025	Mutual Advisors LLC	106,290	$1.63M	0.0%	+11.5%	0.000%
1/17/2025	Janney Montgomery Scott LLC	257,513	$3.93M	0.0%	-1.2%	0.000%
1/16/2025	UMB Bank n.a.	69,122	$1.06M	0.0%	N/A	0.000%
1/15/2025	Ameritas Advisory Services LLC	10,546	$0.16M	0.0%	N/A	0.000%
1/14/2025	Quad Cities Investment Group LLC	22,481	$0.34M	0.2%	-3.6%	0.000%
1/14/2025	David J Yvars Group	49,780	$0.76M	0.5%	-11.3%	0.000%
1/14/2025	Capital CS Group LLC	19,947	$0.30M	0.4%	+13.1%	0.000%
1/13/2025	Brookstone Capital Management	65,002	$0.99M	0.0%	-5.1%	0.000%
1/8/2025	International Assets Investment Management LLC	16,180	$0.25M	0.0%	-96.6%	0.000%
12/13/2024	B. Riley Wealth Advisors Inc.	49,639	$0.79M	0.0%	-5.9%	0.000%
11/20/2024	Virtu Financial LLC	18,767	$0.30M	0.0%	-6.4%	0.000%
11/15/2024	MML Investors Services LLC	293,078	$4.62M	0.0%	+20.9%	0.000%
11/15/2024	Insigneo Advisory Services LLC	23,382	$0.37M	0.0%	+14.7%	0.000%
11/15/2024	IHT Wealth Management LLC	10,873	$0.17M	0.0%	+8.7%	0.000%
11/15/2024	Integrated Wealth Concepts LLC	146,262	$2.31M	0.0%	+3.2%	0.000%
11/15/2024	HighTower Advisors LLC	24,323	$0.38M	0.0%	-18.0%	0.000%

Data available starting January 2016

See Full Table

Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and through derivatives such as writing covered call and put options to invest in the stocks of companies operating across diversified sectors. It invests in the value stocks of companies of all capitalizations. The fund employs a combination of quantitative and qualitative analysis to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in securities such as corporate bonds, loans, loan participations, structured finance investments, U.S. government and agency securities that are not rated below below CCC by S&P or Caa2 by Moody's. For the equity part of the portfolio the fund benchmarks S&P 500 Index and for the fixed income part it benchmarks Barclays Aggregate Bond Index. It was formerly known as Claymore/Guggenheim Strategic Opportunities Fund. Guggenheim Strategic Opportunities Fund was formed on November 13, 2006 and is domiciled in the United States.

Today's Range

Now: $15.54

$15.48

$15.66

50 Day Range

MA: $15.58

$15.00

$15.92

52 Week Range

Now: $15.54

$13.68

$16.08

Volume

948,316 shs

Average Volume

817,224 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

0.11%

Beta

N/A

Who are the company insiders with the largest holdings of Guggenheim Strategic Opportunities Fund?: Guggenheim Strategic Opportunities Fund's top insider shareholders include:
Randall C Barnes (Insider)
Angela Brock-Kyle (Insider)
Randall C Barnes (Insider)
Learn More about top insider investors at Guggenheim Strategic Opportunities Fund.
Who are the major institutional investors of Guggenheim Strategic Opportunities Fund?: Guggenheim Strategic Opportunities Fund's top institutional investors include:
LPL Financial LLC — 0.00%
Verus Capital Partners LLC — 0.00%
Raymond James Financial Inc. — 0.00%
CreativeOne Wealth LLC — 0.00%
Bank of America Corp DE — 0.00%
Commonwealth Equity Services LLC — 0.00%
Learn More about top institutional investors of Guggenheim Strategic Opportunities Fund stock.
Which major investors are selling Guggenheim Strategic Opportunities Fund stock?: Within the last quarter, GOF stock was sold by these institutional investors:
International Assets Investment Management LLC
TrueMark Investments LLC
Cohen & Steers Inc.
Richmond Brothers Inc.
Mercer Global Advisors Inc. ADV
Baird Financial Group Inc.
Bay Colony Advisory Group Inc d b a Bay Colony Advisors
DAVENPORT & Co LLC
Which major investors are buying Guggenheim Strategic Opportunities Fund stock?: During the last quarter, GOF stock was purchased by institutional investors including:
Raymond James Financial Inc.
Verus Capital Partners LLC
Strategic Financial Concepts LLC
Illumine Investment Management LLC
Bank of America Corp DE
LPL Financial LLC
Sovran Advisors LLC
UMB Bank n.a.