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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

GOF

GOF — Who Owns This Stock? 13F Breakdown

Guggenheim Strategic Opport

-$63.3M

Net Activity

Institutions Holding

202

Popularity Rank

#2858

Avg Weight

0.23%

Total Value

$489.4M

Ownership Trend

202 institutions currently hold GOF, with 119 net buyers and 76 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

76

Net Buying Institutions

119

Key Holders

Key Holders

Top 5 by Value

LPL Financial LLC

Verus Capital Partners, LLC

Estate Planners Group, LLC

Top 5 by Conviction

Estate Planners Group, LLC

Logan Stone Capital, LLC

Thomas J. Herzfeld Advisors, Inc.

Petra Financial Advisors INC

Harpswell Capital Advisors, LLC

View all 202 holding institutions

Quarterly Activity

Recent Activity

+$378.3M

Total Buy Value

$179.3M

Total Sell Value

New buy34

Trim51

Add85

Sold out25

119

Net Buyers

76

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding GUGGENHEIM STRATEGIC OPPORT (GOF)?

Major stakeholders currently include Morgan Stanley ($89.7M), LPL Financial LLC ($27.7M), Verus Capital Partners, LLC ($27.3M). Based on the latest 13F filings, there are a total of 202 tracked investment funds and institutions maintaining positions in GOF.

What is the overall institutional sentiment toward GOF recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $63.3M, driven by 119 managers accumulating shares while 76 reduced their exposure.

Which institutions have been selling or reducing their GOF positions?

In the latest period, 51 funds trimmed their holdings, and 25 managers completely exited their positions. The aggregate reported sell value was $179.3M.

Are there any notable investors adding GOF to their portfolios?

Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 85 existing holders added to their shares. The total reported buy value for the quarter amounted to $378.3M.

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