GOF / Guggenheim Strategic Opportunities Fund - Institutionelt ejerskab - Købere

Guggenheim Strategic Opportunities Fund
US ˙ NYSE ˙ US40167F1012

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i Guggenheim Strategic Opportunities Fund, omfatter Readystate Asset Management Lp, Mariner, LLC, Vann Equity Management LLC, Absolute Investment Advisers Llc, Arkadios Wealth Advisors, Silverleafe Capital Partners, LLC, Susquehanna International Group, Llp, Quarry LP, Peterson Wealth Management, CENTRAL TRUST Co, North Star Investment Management Corp., GHP Investment Advisors, Inc., Beaird Harris Wealth Management, LLC, Bollard Group LLC, Salem Investment Counselors Inc, og Osbon Capital Management Llc .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-05-15 13F Larson Financial Group LLC 10.056 48,34 111 26,44
2026-05-21 13F Verus Capital Partners, Llc 2.477.088 6,47 27.298 -8,90
2026-05-14 13F Raymond James Financial Inc 779.292 6,60 8.588 -8,80
2026-04-09 13F Secure Asset Management, LLC 623.443 14,28 6.870 -2,22
2026-05-14 13F Baird Financial Group, Inc. 252.913 3,36 2.787 -11,55
2026-05-15 13F Harbour Investments, Inc. 9.950 4,98 110 -10,66
2026-05-15 13F Quarry LP 9.623 106
2026-05-14 13F Capital Analysts, Inc. 37.367 4,29 0
2026-04-13 13F Mather Group, Llc. 365 4
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 48.306 102,48 532 73,29
2026-04-09 13F Firethorn Wealth Partners, Llc 18.882 4,66 208 -10,34
2026-05-12 13F Disciplined Investments, LLC 27.563 1,29 304 -13,43
2026-04-15 13F DAVENPORT & Co LLC 29.474 6,78 325 -8,73
2026-05-12 13F Ameritas Advisory Services, LLC 11.312 125
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 12.070 10,67 135 -5,63
2026-05-15 13F Huntington National Bank 0
2026-05-14 13F Cwm, Llc 15.635 942,33 172
2026-04-13 13F Mallini Complete Financial Planning LLC 50.418 7,65 556 -7,96
2026-05-15 13F Advisor Group Holdings, Inc. 1.066.935 11,90 11.757 -4,26
2026-05-12 13F Invesco Ltd. 1.457.791 10,19 16.065 -5,72
2026-04-29 13F/A Salem Investment Counselors Inc 250 3
2026-05-15 13F Jones Financial Companies Lllp 2.000 21
2026-05-04 13F Mml Investors Services, Llc 842.008 5,88 9.279 -9,41
2026-05-15 13F XTX Topco Ltd 278.101 63,50 3.065 39,91
2026-05-12 13F Thomas J. Herzfeld Advisors, Inc. 1.015.400 9,51 11.190 -6,31
2026-05-15 13F Bank Of America Corp /de/ 603.335 31,78 6.649 12,75
2026-05-04 13F Illumine Investment Management, LLC 227.556 0,15 2.508 -14,32
2026-05-14 13F Gladstone Institutional Advisory LLC 11.558 127
2026-05-18 13F Arkadios Wealth Advisors 20.968 231
2026-05-13 13F Principal Securities, Inc. 188.994 11,43 2.083 -4,67
2026-05-11 13F Founders Financial Alliance, LLC 119.934 2,84 1.322 -12,05
2026-05-07 13F Northwestern Mutual Wealth Management Co 4.188 79,90 46 58,62
2026-04-27 13F JB Capital LLC 26.046 0,62 287 -13,81
2026-05-15 13F Keating Financial Advisory Services, Inc. 121.132 2,54 1.335 -12,29
2026-05-12 13F Creative Planning 17.481 27,89 193 9,09
2026-05-14 13F Hrt Financial Lp 19.443 0
2026-05-14 13F Jacobi Capital Management LLC 38.108 0,89 420 -13,79
2026-04-21 13F GHP Investment Advisors, Inc. 515 6
2026-05-01 13F Thrivent Financial For Lutherans 88.677 15,47 1
2026-05-15 13F Royal Bank Of Canada 1.145.825 16,66 12.628 -0,17
2026-05-15 13F Warren Averett Asset Management, LLC 19.392 3,72 214 -11,25
2026-04-23 13F Oppenheimer & Co Inc 47.412 4,27 522 -10,77
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 187.367 21,45 2 100,00
2026-02-13 13F Colony Group, LLC 46.290 15,72 680 13,52
2026-04-30 13F Private Trust Co Na 48.968 15,46 540 -1,28
2026-05-12 13F Danske Bank A/s 3 0
2026-04-13 13F Gill Capital Partners, Llc 2.942 32
2026-04-17 13F PMG Family Office LLC 88.938 39,95 980 19,80
2026-05-11 13F Foundations Investment Advisors, LLC 17.756 15,85 196 -1,02
2026-04-21 13F Quad-Cities Investment Group, LLC 13.622 3,63 150 -11,24
2026-05-11 13F Richmond Brothers, Inc. 258.405 7,42 2.848 -8,10
2026-05-11 13F Estate Planners Group, LLC 2.370.615 3,39 26.124 -11,53
2026-04-08 13F Parisi Gray Wealth Management 51.004 13,34 562 -2,94
2026-05-06 13F Assetmark, Inc 1.318 24,81 15 7,69
2026-05-13 13F Strategic Financial Concepts, LLC 50.164 553
2026-05-01 13F International Assets Investment Management, Llc 16.882 0,40 189 -12,50
2026-01-22 13F Greenberg Financial Group 24.791 5,17 319 23,17
2026-05-15 13F Peterson Wealth Management 4.588 51
2026-05-15 13F Osbon Capital Management Llc 242 3
2026-05-15 13F Ameriflex Group, Inc. 777 4,58 9 -11,11
2026-05-15 13F Change Path, LLC 946.815 5,30 10.434 -9,91
2026-04-15 13F Merit Financial Group, LLC 29.742 2,27 328 -12,57
2026-05-14 13F Bollard Group LLC 399 0
2026-05-15 13F Equitable Holdings, Inc. 46.527 45,92 599 46,10
2026-05-04 13F Wolverine Asset Management Llc 26.837 783,38 296 656,41
2026-04-14 13F Focus Financial Network, Inc. 69.299 0,48 764 -14,08
2026-05-13 13F Capital CS Group, LLC 38.420 38,88 423 18,82
2026-05-14 13F Rockefeller Capital Management L.P. 28.186 19,20 311 1,97
2026-04-13 13F IFP Advisors, Inc 1.344 4,59 15 -12,50
2026-05-15 13F Perennial Investment Advisors, LLC 28.293 15,67 312 -1,27
2026-05-15 13F Logan Stone Capital, LLC 1.299.103 31,16 14.316 12,22
2026-04-02 13F Silverleafe Capital Partners, LLC 16.987 187
2026-04-14 13F Nbc Securities, Inc. 29.438 36,02 324 16,55
2026-04-27 13F Tennessee Valley Asset Management Partners 171.680 13,41 1.892 -2,98
2026-04-22 13F Janney Montgomery Scott LLC 420.263 3,44 5 -20,00
2026-05-15 13F Pin Oak Investment Advisors Inc 903 3,20 0
2026-04-17 13F CENTRAL TRUST Co 2.500 28
2026-05-15 13F Readystate Asset Management Lp 91.531 1.009
2026-05-12 13F Rsm Us Wealth Management Llc 65.664 15,06 724 -3,08
2026-05-05 13F Fisher Asset Management, LLC 15.126 167
2026-05-08 13F Vann Equity Management LLC 23.672 261
2026-04-24 13F National Asset Management, Inc. 23.032 0,41 245 -16,95
2026-05-14 13F Smith Asset Management Co., LLC 138.980 12,94 1.532 -3,41
2026-05-15 13F Susquehanna International Group, Llp 16.160 178
2026-05-15 13F Rivernorth Capital Management, Llc 1.888.335 132,64 20.809 99,05
2026-05-05 13F UBS Group AG 1.917.212 13,29 21.128 -3,07
2026-05-13 13F Mariner, LLC 32.942 363
2026-05-15 13F MAI Capital Management 246 89,23 3 100,00
2026-04-27 13F PFG Investments, LLC 80.693 1,30 889 -13,35
2026-04-14 13F Prospera Financial Services Inc 10.608 117
2026-05-15 13F Cohen & Steers, Inc. 1.221.789 58,31 13 44,44
2026-04-22 13F Uniting Wealth Partners, LLC 10.000 110
2026-05-16 13F Sunbelt Securities, Inc. 10.068 81,11 111 54,93
2026-05-15 13F CI Private Wealth, LLC 26.041 287
2026-04-17 13F United Advisor Group, LLC 22.415 4,10 247 -10,83
2026-05-15 13F Integrated Wealth Concepts LLC 273.821 13,85 3.018 -2,58
2026-02-17 13F Main Street Financial Solutions, LLC 12.613 162
2026-05-12 13F Ausdal Financial Partners, Inc. 84.087 366,50 927 299,14
2026-05-15 13F Morgan Stanley 8.137.202 15,91 89.672 -0,83
2026-05-12 13F Kovack Advisors, Inc. 72.509 5,97 800 -9,31
2026-04-08 13F Significant Wealth Partners LLC 158.176 1.743
2026-05-01 13F Fifth Third Bancorp 28.475 314
2026-05-13 13F AE Wealth Management LLC 251.106 82,96 2.767 56,59
2026-03-27 13F Prosperity Wealth Management, Inc. 33.416 53,40 430 31,90
2026-04-07 13F CoreCap Advisors, LLC 20.764 50,86 229 28,81
2026-05-14 13F Hazlett, Burt & Watson, Inc. 3.055 24,44 0
2026-05-15 13F Advisory Services Network, LLC 5.569 61
2026-02-06 13F Global Retirement Partners, LLC 23.634 44,98 304 24,59
2026-04-24 13F Wagner Wealth Management, Llc 20.143 2,26 222 -12,65
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 316.813 3,28 3.491 -11,62
2026-05-01 13F Mutual Advisors, LLC 107.787 13,32 1.188 -3,10
2026-04-22 13F Absolute Investment Advisers Llc 23.100 255
2026-04-29 13F Cary Street Partners Financial Llc 179.382 10,98 1.977 -5,05
2026-04-23 13F North Star Investment Management Corp. 1.000 11
2026-05-11 13F Wells Fargo & Company/mn 10.567 10,41 116 -5,69
2026-04-14 13F Kozak & Associates, Inc. 1.297 4,68 15 -6,67
2026-04-10 13F Harpswell Capital Advisors, LLC 327.617 64,70 3.610 40,91
2026-05-13 13F Petra Financial Advisors Inc 469.379 2,41 5.173 -12,38
2026-04-08 13F Dynamic Advisor Solutions LLC 98.677 16,67 1.087 -0,18
2026-05-15 13F Advisors Asset Management, Inc. 550 6
2026-05-15 13F IHT Wealth Management, LLC 11.335 125
2026-04-22 13F Apollon Wealth Management, LLC 32.807 4,33 362 -10,86
2026-04-22 13F Kapstone Financial Advisors LLC 12.570 24,83 139 6,98
2026-05-14 13F Beaird Harris Wealth Management, LLC 412 5
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