Guggenheim Strategic Opportunities Fund Ownership
$8.64
0.47%
NYSE, Sep 18, 04:14 pm EDT.
Closed.
Guggenheim Strategic Opportunities Fund Top Shareholders
| # | Holder | Shares | % of Shares Out | Change | Filing Date |
|---|---|---|---|---|---|
| 1 |
Morgan Stanley Smith Barney LLC
|
8.136m | 4.62% | +1.117m | Mar 31 2026 |
| 2 |
LPL Financial LLC
|
2.518m | 1.43% | -34.632k | Mar 31 2026 |
| 3 |
Estate Planners Group, LLC
|
2.371m | 1.35% | +77.837k | Mar 31 2026 |
| 4 |
Verus Capital Partners, LLC
|
2.327m | 1.32% | +55.134k | Dec 31 2025 |
| 5 |
UBS Financial Services, Inc.
|
1.917m | 1.09% | +233.569k | Mar 31 2026 |
|
1
Morgan Stanley Smith Barney LLC
|
4.62%
8.136m
|
|
2
LPL Financial LLC
|
1.43%
2.518m
|
|
3
Estate Planners Group, LLC
|
1.35%
2.371m
|
|
4
Verus Capital Partners, LLC
|
1.32%
2.327m
|
|
5
UBS Financial Services, Inc.
|
1.09%
1.917m
|
| The largest shareholders show who really holds influence: big institutional owners shape a stock's liquidity, and building or cutting positions can move the price. | |
| The 5 largest shareholders together hold 9.81% of Guggenheim Strategic Opportunities Fund, with Morgan Stanley Smith Barney LLC the biggest at 4.62%, followed by LPL Financial LLC (1.43%) and Estate Planners Group, LLC (1.35%). |
Recent Guggenheim Strategic Opportunities Fund Insider Transactions
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| Date | Insider & Role | Type | Price | Quantity | Volume |
|---|---|---|---|---|---|
| Sep 19 2026 |
John Mitchell
CEO
|
Purchases
|
$182.45 | + 15,000 | $2,736,750 |
| Sep 16 2026 |
Sarah Chen
CFO
|
Sales
|
$179.80 | - 8,500 | $1,528,300 |
| Sep 12 2026 |
Robert Williams
COO
|
Purchases
|
$175.20 | + 12,000 | $2,102,400 |
| Sep 07 2026 |
Emily Rodriguez
Director
|
Sales
|
$181.30 | - 5,200 | $942,760 |
| Sep 01 2026 |
Michael Thompson
SVP Operations
|
Purchases
|
$170.50 | + 20,000 | $3,410,000 |
| Aug 25 2026 |
Lisa Park
General Counsel
|
Sales
|
$177.90 | - 6,800 | $1,209,720 |
| No transactions found for this filter. | |||||
|
John Mitchell
PURCHASES
|
Sep 19 2026
$182.45
|
|
Sarah Chen
SALES
|
Sep 16 2026
$179.80
|
|
Robert Williams
PURCHASES
|
Sep 12 2026
$175.20
|
|
Emily Rodriguez
SALES
|
Sep 07 2026
$181.30
|
|
Michael Thompson
PURCHASES
|
Sep 01 2026
$170.50
|
|
Lisa Park
SALES
|
Aug 25 2026
$177.90
|
| No transactions found for this filter. | |
| Insider transactions show you what executives, directors and major shareholders do with their own stock: people who know the company from the inside. Buys are the most telling signal, because insiders invest their own money. Sells are harder to read, since they can also be driven by taxes, diversification or expiring option programs. |
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