Who owns GUGGENHEIM ACTIVE ALLOC FD?
- Ticker: GUG
- CUSIP Number: 40170t106
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Analyze quarterly positions in Guggenheim Active Alloc with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Guggenheim Active Alloc stock
Who bought or sold GUGGENHEIM ACTIVE ALLOC FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Royal Bank of Canada | 1.3M | $19M | 1501% | Dec 2023 |
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| Saba Capital Management | 1.2M | $17M | 19% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 950k | $14M | 0% | Dec 2023 |
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| Bank of America Corporation | 802k | $12M | -19% | Dec 2023 |
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| Baird Financial | 414k | $6.1M | 100% | Dec 2023 |
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| Penserra Capital Management | 313k | $4.6M | 7% | Dec 2023 |
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| Wells Fargo & Company | 264k | $3.9M | 2% | Dec 2023 |
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| Relative Value Partners | 246k | $3.6M | 15% | Dec 2023 |
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| Berson & Corrado Investment Advisors | 189k | $2.8M | -2% | Dec 2023 |
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| Advisors Asset Management | 169k | $2.5M | 122% | Dec 2023 |
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| Raymond James & Associates | 150k | $2.2M | 189% | Mar 2024 |
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| Pathstone Holdings | 149k | $2.2M | 100% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 122k | $1.8M | -3% | Dec 2023 |
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| National Asset Management | 102k | $1.5M | -3% | Dec 2023 |
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| AE Wealth Management | 96k | $1.4M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 86k | $1.3M | 155% | Mar 2024 |
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| Advisor Group Holdings | 67k | $976k | -50% | Dec 2023 |
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| J.w. Cole Advisors | 41k | $595k | 6% | Mar 2024 |
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| Journey Strategic Wealth | 39k | $569k | 15% | Dec 2023 |
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| Stifel Financial | 36k | $532k | 38% | Dec 2023 |
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| Nordwand Advisors | 36k | $530k | 0% | Dec 2023 |
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| HighTower Advisors | 29k | $427k | -2% | Dec 2023 |
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| Davenport & Co | 24k | $349k | -4% | Mar 2024 |
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| Aviance Capital Partners | 23k | $334k | -2% | Mar 2024 |
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| Arete Wealth Advisors | 21k | $305k | 0% | Dec 2023 |
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| BancFirst Trust & Investment Management | 19k | $285k | 100% | Dec 2023 |
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| Kingsview Wealth Management | 18k | $265k | 1% | Dec 2023 |
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| Nomura Holdings | 17k | $247k | 100% | Dec 2023 |
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| Raymond James Trust | 11k | $159k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 11k | $154k | -42% | Mar 2024 |
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| LM Advisors | 9.8k | $144k | 100% | Dec 2023 |
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| UBS Group | 5.8k | $85k | -24% | Dec 2023 |
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| Blue Bell Private Wealth Management | 4.2k | $62k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.2k | $33k | 100% | Mar 2024 |
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| Harbour Investments | 1.5k | $22k | 0% | Dec 2023 |
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| Geneos Wealth Management | 1.5k | $22k | 0% | Mar 2024 |
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| IFP Advisors | 1.3k | $18k | 0% | Dec 2023 |
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| Bessemer | 754.00 | $11k | 3% | Dec 2023 |
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Who sold out of Guggenheim Active Alloc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Logan Stone Capital | Sep 2023 | 27k | $368k |
| Atlas Wealth | Sep 2023 | 27k | $368M |
| Wedbush Morgan Securities | Sep 2023 | 12k | $162k |
| Bank of New York Mellon | Dec 2023 | 10k | $153k |