Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / COM SBI
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Number of holders
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136
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Total 13F shares, excl. options
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21.5M
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Shares change
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+2.17M
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Total reported value, excl. options
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$275M
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Value change
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+$27.4M
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Number of buys
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72
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Number of sells
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-57
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Price
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$12.80
Significant Holders of GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI (GOF) as of Q4 2023
150 filings reported holding GOF - GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI as of Q4 2023.
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI (GOF) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.5M shares
.
Largest 10 shareholders include MORGAN STANLEY (6.31M shares), UBS Group AG (1.21M shares), Prime Capital Investment Advisors, LLC (1.17M shares), LPL Financial LLC (1.05M shares), OSAIC HOLDINGS, INC. (726K shares), COHEN & STEERS, INC. (725K shares), ROYAL BANK OF CANADA (708K shares), CreativeOne Wealth, LLC (440K shares), VERUS CAPITAL PARTNERS, LLC (428K shares), and COMMONWEALTH EQUITY SERVICES, LLC (424K shares).
This table shows the top 136 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.