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Get Institutions for : 
Claymore/Guggenheim Strategic Opportunities Fund (GOF)  
$14.54 0.05 (0.34%) as of 4:30 Wed 5/1


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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  : 
1.50 (11.5%)  




 
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
42,610
 0.2%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1310 - 2023-12-31 6,307,789 $80,740,000 1,925,450
   UBS Group AG 1220 - 2023-12-31 1,208,949 $15,475,000 -690,516
   Prime Capital Investment Advisors LLC - 2023-12-31 1,172,856 $15,013,000 304,335
   LPL FINANCIAL CORP 1066 - 2023-12-31 1,051,079 $13,454,000 85,119
   Advisor Group Holdings Inc. 843 - 2023-12-31 725,850 $9,291,000 -234,069
   COHEN & STEERS INC 102 - 2023-12-31 724,940 $9,279,000 325,000
   ROYAL BANK OF CANADA 1513 - 2023-12-31 708,107 $9,064,000 324,423
   Change Path LLC 64 - 2023-12-31 440,010 $5,632,000 58,726
   VERUS CAPITAL PARTNERS LLC 23 - 2023-12-31 427,858 $5,477,000 20,385
   COMMONWEALTH EQUITY SERVICES LLC. 1039 - 2023-12-31 423,768 $5,424,000 17,658
   Atria Wealth Solutions Inc. 310 - 2023-12-31 388,282 $4,970,000 25,894
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 798 - 2024-03-31 318,134 $4,556,000 -15,558
   Baird Financial Group Inc. 716 - 2023-12-31 317,836 $4,068,000 122,643
   ENVESTNET ASSET MANAGEMENT INC 2026 - 2023-12-31 317,002 $4,058,000 -46,237
   BANK OF AMERICA CORP /DE/ 3033 - 2023-12-31 300,069 $3,841,000 20,642
   Richmond Brothers Inc. 5 - 2023-12-31 297,281 $3,805,000 36,581
   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
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 32 - 2023-12-31 264,967 $3,392,000 55,914
   JANNEY MONTGOMERY SCOTT LLC 912 - 2023-12-31 245,093 $3,137,000 -45,520
   AE Wealth Management LLC 772 - 2023-12-31 216,550 $2,897,000 61,095
   Marks Group Wealth Management Inc 102 - 2023-12-31 192,193 $2,460,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 35 - 2023-12-31 181,885 $2,328,000 4,702
   FINANCIAL NETWORK 913 - 2023-12-31 176,317 $2,257,000 50,249
   Significant Wealth Partners LLC 15 - 2023-12-31 172,083 $2,203,000 0
   BB&T CORP 1235 - 2023-12-31 158,118 $2,024,000 -71,945
   CAPTRUST FINANCIAL ADVISORS 912 - 2023-12-31 155,099 $1,985,000 17,912
   DAVIDSON D A & CO 510 - 2023-12-31 153,423 $1,964,000 58,051
   Cetera Investment Advisers 805 - 2023-12-31 153,392 $1,963,000 62,111
   WEDBUSH MORGAN SECURITIES INC 172 - 2023-12-31 148,658 $1,903,000 34,460
   RAYMOND JAMES & ASSOCIATES 2175 - 2024-03-31 132,339 $1,895,000 9,150
   Integrated Wealth Concepts LLC 509 - 2023-12-31 140,819 $1,802,000 1,137
   Private Advisor Group LLC 871 - 2023-12-31 124,305 $1,591,000 -3,767
   AMERIPRISE FINANCIAL INC 2937 - 2023-12-31 117,231 $1,506,000 -28,365
   FOCUS FINANCIAL NETWORK INC /ADV 280 - 2023-12-31 96,114 $1,231,000 0
   Sigma Planning Corp 243 - 2023-12-31 90,110 $1,153,000 -102,939
   MML INVESTORS SERVICES LLC 1275 - 2023-12-31 88,138 $1,128,000 3,882
   PRINCIPAL SECURITIES INC. 380 - 2023-12-31 85,307 $1,092,000 0
   Brookstone Capital Management 477 - 2024-03-31 73,374 $1,051,000 636
   CAMELOT PORTFOLIOS, LLC *New 2023-12-31 78,035 $999,000 78,035
   Cornerstone Retirement Group Inc. 10 *New 2023-09-30 66,737 $987,000 66,737
   Steward Partners Investment Advisory LLC 729 - 2023-12-31 76,863 $984,000 3,552
   Dynamic Advisors Solutions LLC 458 - 2024-03-31 65,439 $937,000 1,882
   Samalin Investment Counsel LLC 52 *New 2023-12-31 73,089 $936,000 73,089
   H D Vest Advisory Services 744 - 2023-12-31 69,814 $894,000 -49,871
   Goss Wealth Management LLC 987 - 2023-12-31 67,002 $874,000 -1,868
   Tennessee Valley Asset Management Partners 50 - 2024-03-31 60,556 $867,000 1,243
   THRIVENT FINANCIAL FOR LUTHERANS 1869 - 2023-12-31 65,921 $844,000 2,444
   Founders Financial Alliance LLC 73 - 2023-12-31 65,579 $839,000 914
   Sowell Financial Services LLC - 2023-12-31 64,339 $824,000 -337
   David J Yvars Group 31 - 2024-03-31 57,489 $819,000 118
   Mutual Advisors LLC 509 - 2023-12-31 63,027 $807,000 -1,118
   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
   MERCER GLOBAL ADVISORS INC /ADV 1079 - 2023-12-31 61,081 $782,000 5,152
   ELEQUIN CAPITAL LP 20 - 2023-12-31 60,645 $776,000 58,845
   Semus Wealth Partners LLC - 2023-12-31 60,436 $774,000 -1,415
   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
   Western Wealth Management LLC 342 - 2023-12-31 54,284 $695,000 -21,151
   RSM US WEALTH MANAGEMENT LLC 346 *New 2023-12-31 50,000 $640,000 50,000
   DAVENPORT & CO LLC - 2023-12-31 49,726 $636,000 16,452
   Garden State Investment Advisory Services LLC 87 - 2023-12-31 49,273 $631,000 -9,010
   Qube Research & Technologies Ltd 1870 *New 2023-12-31 47,090 $603,000 47,090
   Equitable Holdings Inc. 720 - 2023-12-31 46,051 $589,000 599
   WOLVERINE ASSET MANAGEMENT LLC 399 *New 2023-12-31 45,902 $588,000 45,902
   LEUCADIA NATIONAL CORP -- Notable Guru -- 749 *New 2023-12-31 42,610 $545,000 42,610
   Gridiron Partners LLC 46 - 2023-12-31 39,542 $506,000 0
   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
   NATIONAL ASSET MANAGEMENT, INC. 881 - 2023-12-31 34,046 $436,000 -6,406
   GPS Wealth Strategies Group LLC 162 - 2023-12-31 33,847 $433,000 -6,766
   Capital Market Strategies LLC 72 - 2024-03-31 30,270 $433,000 -3,972
   Kestra Advisory Services LLC 1608 - 2023-12-31 33,035 $423,000 18,401
   Rockefeller Capital Management L.P. 1386 - 2023-12-31 32,809 $420,000 2,445
   Patriot Financial Group Insurance Agency LLC 273 - 2023-12-31 32,413 $415,000 2,334
   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
   RETIREMENT PLANNING GROUP 159 - 2024-03-31 24,261 $347,000 3,641
   JB Capital LLC - 2023-12-31 24,201 $310,000 405
   Merit Financial Group LLC 613 - 2023-12-31 24,047 $308,000 211
   MULTIFINANCIAL SECURITIES CORP 1430 - 2023-12-31 23,218 $297,000 -63,342
   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
   9258 Wealth Management LLC 261 - 2023-12-31 22,179 $284,000 -1,201
   Lakeview Capital Partners LLC 327 - 2023-12-31 22,003 $282,000 -3,882
   Atomi Financial Group Inc. 440 - 2023-12-31 21,573 $276,000 -577
   Vantage Financial Partners LLC 108 - 2023-12-31 19,435 $249,000 -408
   ADVISORY SERVICES NETWORK, LLC 1156 - 2023-12-31 19,487 $249,000 -3,899
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 308 - 2023-12-31 19,450 $249,000 -69,300
   Main Street Financial Solutions LLC 451 - 2024-03-31 17,393 $249,000 1,978
   WFA Asset Management Corp 54 - 2024-03-31 16,799 $241,000 15,172
   CENTAURUS FINANCIAL INC. 552 - 2023-12-31 18,232 $233,000 -5,046
   Wealthcare Advisory Partners LLC 735 - 2024-03-31 15,567 $223,000 -102,284
   PNC FINANCIAL SERVICES GROUP INC 2096 - 2023-12-31 16,682 $214,000 115
   LEVEL FOUR ADVISORY SERVICES LLC 705 - 2023-12-31 16,537 $212,000 -18,030
   Capital Wealth Alliance LLC - 2023-12-31 16,405 $210,000 438
   NOMURA HOLDINGS INC 875 *New 2023-12-31 16,325 $209,000 16,325
  100 Records found
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