Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / COM SBI
-
Number of holders
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139
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Total 13F shares, excl. options
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22.8M
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Shares change
-
+1.39M
-
Total reported value, excl. options
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$326M
-
Value change
-
+$21.2M
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Number of buys
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82
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Number of sells
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-51
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Price
-
$14.32
Significant Holders of GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI (GOF) as of Q1 2024
156 filings reported holding GOF - GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI as of Q1 2024.
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND - COM SBI (GOF) has 139 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (7.12M shares), LPL Financial LLC (1.27M shares), Prime Capital Investment Advisors, LLC (1.26M shares), UBS Group AG (1.17M shares), OSAIC HOLDINGS, INC. (843K shares), Royal Bank of Canada (767K shares), COHEN & STEERS, INC. (735K shares), CreativeOne Wealth, LLC (504K shares), VERUS CAPITAL PARTNERS, LLC (440K shares), and COMMONWEALTH EQUITY SERVICES, LLC (430K shares).
This table shows the top 139 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.