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Get Institutions for : 
Claymore/Guggenheim Strategic Opportunities Fund (GOF)  
$14.41 0.02 (0.14%) as of 4:30 Fri 5/17


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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  : 
1.37 (10.51%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   UBS Group AG 1292 - 2024-03-31 1,171,879 $16,781,000 -37,070
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1294 - 2024-03-31 260,371 $3,729,000 -20,497
   BB&T CORP 1210 - 2024-03-31 157,992 $2,262,000 -126
   CAPTRUST FINANCIAL ADVISORS 789 - 2024-03-31 143,044 $2,048,000 -12,055
   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
   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
   Samalin Investment Counsel LLC 49 - 2024-03-31 72,887 $1,044,000 -202
   THRIVENT FINANCIAL FOR LUTHERANS 1891 - 2024-03-31 60,848 $871,000 -5,073
   Parisi Gray Wealth Management 59 - 2024-03-31 56,181 $805,000 -1,348
   Semus Wealth Partners LLC 33 - 2024-03-31 54,108 $775,000 -6,328
   Western Wealth Management LLC 296 - 2024-03-31 48,001 $687,000 -6,283
   Equitable Holdings Inc. 785 - 2024-03-31 36,641 $525,000 -9,410
   GPS Wealth Strategies Group LLC 166 - 2024-03-31 31,504 $451,000 -2,343
   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
   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
   LVZ Advisors Inc. 106 - 2024-03-31 20,715 $297,000 -375
   HARBOUR INVESTMENTS INC. 717 - 2023-12-31 22,944 $294,000 -15,875
   Vantage Financial Partners LLC 119 - 2024-03-31 18,589 $266,000 -846
   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
   ADVISORY SERVICES NETWORK, LLC 1353 - 2024-03-31 12,820 $184,000 -6,667
   CENTAURUS FINANCIAL INC. 660 - 2024-03-31 11,232 $161,000 -7,000
   Gridiron Partners LLC 56 - 2024-03-31 11,155 $160,000 -28,387
   Sunbelt Securities Inc. 662 - 2024-03-31 8,026 $115,000 -3,856
   BENJAMIN F. EDWARDS & COMPANY INC. 1149 - 2024-03-31 5,690 $81,000 -463
   Geneos Wealth Management Inc. 958 - 2024-03-31 4,907 $70,000 -1,000
   WELLS FARGO & CO/MN 4636 - 2024-03-31 3,881 $56,000 -3,708
   Smartleaf Asset Management LLC 1705 - 2024-03-31 6 $0 -230
   FMR LLC 5627 - 2024-03-31 1 $0 -1

  36 Records found
  1    
  Page 1 of 1
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