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Get Institutions for : 
Claymore/Guggenheim Strategic Opportunities Fund (GOF)  
$14.68 0.24 (1.66%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 133    5
Total shares held : 
 21,416,912  
% of shares held : 
 23.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 2,177,063  
% of shares held change : 
   2.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.89  
Last Quarter's Ending Price : 
 $12.80  
Last Quarter's Average Price : 
 $13.04  
Change from last quarter's     
avg. price to the last closing  : 
1.64 (12.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 511,984
 2.39%
 
Increased Positions :
53
 3,896,470
 18.19%
 
Unchanged Positions :
20
 674,622
 3.15%
 
Decreased Positions :
41
-2,045,944
-9.55%
 
Closed Positions :
14
-185,447
-0.87%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1176 - 2024-03-31 7,118,842 $101,942,000 811,053
   LPL FINANCIAL CORP 982 - 2024-03-31 1,267,368 $18,149,000 216,289
   Prime Capital Investment Advisors LLC 87 - 2024-03-31 1,262,934 $18,085,000 90,078
   UBS Group AG 1292 - 2024-03-31 1,171,879 $16,781,000 -37,070
   Advisor Group Holdings Inc. 593 - 2024-03-31 842,764 $12,069,000 116,914
   ROYAL BANK OF CANADA 1437 - 2024-03-31 767,029 $10,984,000 58,922
   COHEN & STEERS INC 93 - 2024-03-31 734,940 $10,524,000 10,000
   Change Path LLC 74 - 2024-03-31 504,425 $7,223,000 64,415
   VERUS CAPITAL PARTNERS LLC 23 - 2024-03-31 440,138 $6,303,000 12,280
   COMMONWEALTH EQUITY SERVICES LLC. 1042 - 2024-03-31 430,238 $6,161,000 6,470
   Atria Wealth Solutions Inc. 297 - 2024-03-31 403,537 $5,792,000 15,255
   Cetera Investment Advisers 954 - 2024-03-31 369,509 $5,291,000 216,117
   BANK OF AMERICA CORP /DE/ 2982 - 2024-03-31 337,507 $4,833,000 37,438
   Baird Financial Group Inc. 679 - 2024-03-31 326,401 $4,674,000 8,565
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 798 - 2024-03-31 318,134 $4,556,000 -15,558
   ENVESTNET ASSET MANAGEMENT INC 2066 - 2024-03-31 305,545 $4,375,000 -11,457
   Richmond Brothers Inc. 5 - 2024-03-31 302,107 $4,326,000 4,826
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 27 - 2024-03-31 292,689 $4,191,000 27,722
   HARTLINE INVESTMENT CORP/ 27 *New 2024-03-31 292,689 $4,191,000 292,689
   Significant Wealth Partners LLC 6 - 2024-03-31 276,751 $3,963,000 104,668
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1294 - 2024-03-31 260,371 $3,729,000 -20,497
   PETRA FINANCIAL ADVISORS INC 8 - 2024-03-31 257,803 $3,692,000 10,413
   JANNEY MONTGOMERY SCOTT LLC 876 - 2024-03-31 254,589 $3,646,000 9,496
   MML INVESTORS SERVICES LLC 810 - 2024-03-31 233,314 $3,341,000 145,176
   Marks Group Wealth Management Inc 96 - 2024-03-31 192,193 $2,752,000 0
   FINANCIAL NETWORK 905 - 2024-03-31 181,378 $2,597,000 5,061
   MOSAIC FAMILY WEALTH PARTNERS LLC 35 - 2023-12-31 181,885 $2,328,000 4,702
   BB&T CORP 1210 - 2024-03-31 157,992 $2,262,000 -126
   WEDBUSH MORGAN SECURITIES INC 179 - 2024-03-31 154,720 $2,216,000 6,062
   Integrated Wealth Concepts LLC 505 - 2024-03-31 144,383 $2,068,000 3,564
   CAPTRUST FINANCIAL ADVISORS 789 - 2024-03-31 143,044 $2,048,000 -12,055
   RAYMOND JAMES & ASSOCIATES 2175 - 2024-03-31 132,339 $1,895,000 9,150
   Private Advisor Group LLC 893 - 2024-03-31 118,309 $1,694,000 -5,996
   AMERIPRISE FINANCIAL INC 2957 - 2024-03-31 96,825 $1,387,000 -20,406
   Founders Financial Alliance LLC 55 - 2024-03-31 95,841 $1,372,000 30,262
   PRINCIPAL SECURITIES INC. 368 - 2024-03-31 94,993 $1,360,000 9,686
   FOCUS FINANCIAL NETWORK INC /ADV 280 - 2023-12-31 96,114 $1,231,000 0
   Mutual Advisors LLC 414 - 2024-03-31 85,554 $1,225,000 22,527
   Goss Wealth Management LLC 918 - 2024-03-31 81,404 $1,166,000 14,402
   Sowell Financial Services LLC 317 - 2024-03-31 80,704 $1,156,000 16,365
   Sigma Planning Corp 453 - 2024-03-31 80,171 $1,148,000 -9,939
   Steward Partners Investment Advisory LLC 750 - 2024-03-31 76,573 $1,097,000 -290
   Brookstone Capital Management 477 - 2024-03-31 73,374 $1,051,000 636
   Samalin Investment Counsel LLC 49 - 2024-03-31 72,887 $1,044,000 -202
   H D Vest Advisory Services 743 - 2024-03-31 69,878 $1,001,000 64
   Cornerstone Retirement Group Inc. 10 *New 2023-09-30 66,737 $987,000 66,737
   Dynamic Advisors Solutions LLC 458 - 2024-03-31 65,439 $937,000 1,882
   MERCER GLOBAL ADVISORS INC /ADV 1014 - 2024-03-31 62,362 $893,000 1,281
   THRIVENT FINANCIAL FOR LUTHERANS 1891 - 2024-03-31 60,848 $871,000 -5,073
   Tennessee Valley Asset Management Partners 50 - 2024-03-31 60,556 $867,000 1,243
   David J Yvars Group 31 - 2024-03-31 57,489 $819,000 118
   Parisi Gray Wealth Management 59 - 2024-03-31 56,181 $805,000 -1,348
   BDO Wealth Advisors LLC 147 - 2023-06-30 50,000 $795,000 0
   Semus Wealth Partners LLC 33 - 2024-03-31 54,108 $775,000 -6,328
   DAVENPORT & CO LLC 670 - 2024-03-31 52,673 $754,000 2,947
   RSM US WEALTH MANAGEMENT LLC 339 - 2024-03-31 50,853 $728,000 853
   PFG Investments LLC 415 *New 2024-03-31 50,388 $722,000 50,388
   RAYMOND JAMES TRUST CO 568 - 2024-03-31 50,417 $722,000 0
   Garden State Investment Advisory Services LLC 83 - 2024-03-31 49,308 $703,000 35
   Western Wealth Management LLC 296 - 2024-03-31 48,001 $687,000 -6,283
   Qube Research & Technologies Ltd 2021 - 2024-03-31 47,090 $674,000 0
   Kestra Advisory Services LLC 1519 - 2024-03-31 43,039 $616,000 10,004
   NATIONAL ASSET MANAGEMENT, INC. 711 - 2024-03-31 40,452 $598,000 6,406
   Equitable Holdings Inc. 785 - 2024-03-31 36,641 $525,000 -9,410
   Patriot Financial Group Insurance Agency LLC 278 - 2024-03-31 33,405 $478,000 992
   GPS Wealth Strategies Group LLC 166 - 2024-03-31 31,504 $451,000 -2,343
   CoreCap Advisors LLC 367 - 2023-12-31 35,070 $449,000 4,283
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 399 - 2024-03-31 31,508 $449,000 22
   Rockefeller Capital Management L.P. 1502 - 2024-03-31 30,804 $441,000 -2,005
   Capital Market Strategies LLC 72 - 2024-03-31 30,270 $433,000 -3,972
   Quad-Cities Investment Group LLC 104 - 2024-03-31 26,589 $381,000 1,265
   Strategic Financial Concepts LLC 197 - 2024-03-31 25,754 $369,000 25,754
   Ausdal Financial Partners Inc. 330 *New 2024-03-31 25,566 $366,000 25,566
   Merit Financial Group LLC 648 - 2024-03-31 24,289 $356,000 242
   JB Capital LLC 163 - 2024-03-31 24,301 $348,000 100
   RETIREMENT PLANNING GROUP 159 - 2024-03-31 24,261 $347,000 3,641
   Atomi Financial Group Inc. 501 - 2024-03-31 22,785 $326,000 1,212
   MULTIFINANCIAL SECURITIES CORP 1887 - 2024-03-31 22,233 $318,000 -985
   9258 Wealth Management LLC 265 - 2024-03-31 21,930 $314,000 -249
   HIGHTOWER ADVISORS, LLC 2611 - 2024-03-31 21,658 $310,000 6,321
   COMERICA BANK 2103 - 2024-03-31 21,309 $305,000 8,183
   LVZ Advisors Inc. 106 - 2024-03-31 20,715 $297,000 -375
   AVIANCE CAPITAL PARTNERS, LLC 265 - 2024-03-31 20,592 $295,000 0
   HARBOUR INVESTMENTS INC. 717 - 2023-12-31 22,944 $294,000 -15,875
   INSIGNEO ADVISORY SERVICES LLC 394 *New 2024-03-31 19,930 $285,000 19,930
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 290 - 2024-03-31 19,450 $279,000 0
   Vantage Financial Partners LLC 119 - 2024-03-31 18,589 $266,000 -846
   Main Street Financial Solutions LLC 451 - 2024-03-31 17,393 $249,000 1,978
   Capital Wealth Alliance LLC 83 - 2024-03-31 17,263 $247,000 858
   WFA Asset Management Corp 54 - 2024-03-31 16,799 $241,000 15,172
   Lakeview Capital Partners LLC 365 - 2024-03-31 16,786 $240,000 -5,217
   PNC FINANCIAL SERVICES GROUP INC 2052 - 2024-03-31 16,391 $235,000 -291
   Wealthcare Advisory Partners LLC 735 - 2024-03-31 15,567 $223,000 -102,284
   LEVEL FOUR ADVISORY SERVICES LLC 709 - 2024-03-31 16,537 $212,000 0
   FLYNN ZITO CAPITAL MANAGEMENT LLC 103 *New 2024-03-31 14,771 $212,000 14,771
   EMPIRICAL FINANCIAL SERVICES, LLC 504 - 2024-03-31 14,539 $208,000 0
   Safeguard Financial LLC 77 - 2024-03-31 14,088 $202,000 0
   Imprint Wealth LLC 287 *New 2024-03-31 14,171 $202,000 14,171
   GILL CAPITAL PARTNERS LLC 113 - 2024-03-31 13,761 $201,000 0
   Capital CS Group LLC 77 - 2024-03-31 13,883 $199,000 3,174
  100 Records found
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