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Get Institutions for : 
Claymore/Guggenheim Strategic Opportunities Fund (GOF)  
$14.88 0.00 (0.00%) as of 4:30 Thu 6/6


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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
$13.00  
Last Quarter's Ending Price : 
$14.32  
Last Quarter's Average Price
$13.88  
Change from last quarter's     
avg. price to the last closing  : 
1.00 (7.2%)  




 
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: 
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 period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            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
   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
   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
   Significant Wealth Partners LLC 6 - 2024-03-31 276,751 $3,963,000 104,668
   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
   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
   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
   RAYMOND JAMES & ASSOCIATES 2175 - 2024-03-31 132,339 $1,895,000 9,150
   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
   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
   Brookstone Capital Management 477 - 2024-03-31 73,374 $1,051,000 636
   H D Vest Advisory Services 743 - 2024-03-31 69,878 $1,001,000 64
   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
   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
   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
   Garden State Investment Advisory Services LLC 83 - 2024-03-31 49,308 $703,000 35
   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
   Patriot Financial Group Insurance Agency LLC 278 - 2024-03-31 33,405 $478,000 992
   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
   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
   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
   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
   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
   Capital CS Group LLC 77 - 2024-03-31 13,883 $199,000 3,174
   STIFEL FINANCIAL CORP 3094 - 2024-03-31 12,815 $184,000 376
   Jacobi Capital Management LLC 469 - 2024-03-31 12,065 $173,000 1,440
   Clear Creek Financial Management LLC 404 - 2024-03-31 11,524 $165,000 400
   Koshinski Asset Management Inc. 558 - 2024-03-31 10,000 $143,000 10,000
   ORG Partners LLC 64 - 2024-03-31 7,731 $110,000 7,731
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1808 - 2024-03-31 6,646 $95,000 1,014
   FSA Wealth Management LLC 118 - 2024-03-31 4,676 $67,000 181
   Global Retirement Partners LLC 1361 - 2024-03-31 3,874 $55,000 38
   NBC SECURITIES INC. 1151 - 2024-03-31 3,228 $46,000 2,000

  64 Records found
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