Who owns GUGGENHEIM ACTIVE ALLOC FD?
- Ticker: GUG
- CUSIP Number: 40170t106
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.1M | $31M | 6% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 950k | $16M | 0% | Sep 2024 |
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| Cohen & Steers Capital Management | 944k | $14M | 1% | Jun 2024 |
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| Bank of America Corporation | 600k | $9.9M | -11% | Sep 2024 |
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| Royal Bank of Canada | 521k | $8.7M | 4% | Sep 2024 |
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| Advisors Asset Management | 487k | $8.1M | 27% | Sep 2024 |
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| Penserra Capital Management | 299k | $5.0M | 100% | Sep 2024 |
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| Atlas Wealth | 291k | $4.4B | 100% | Jun 2024 |
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| Wells Fargo & Company | 253k | $4.2M | -8% | Sep 2024 |
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| Raymond James & Associates | 250k | $4.1M | 48% | Sep 2024 |
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| Pathstone Holdings | 220k | $3.6M | -15% | Sep 2024 |
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| Raymond James Financial Services Advisors | 179k | $3.0M | 39% | Sep 2024 |
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| Berson & Corrado Investment Advisors | 172k | $2.8M | -2% | Sep 2024 |
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| National Asset Management | 111k | $1.7M | 5% | Jun 2024 |
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| Oppenheimer & Co | 73k | $1.2M | -15% | Sep 2024 |
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| Kovitz Investment Group Partners | 69k | $1.1M | 100% | Sep 2024 |
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| Advisor Group Holdings | 60k | $997k | -7% | Sep 2024 |
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| International Assets Investment Management | 50k | $3.0M | 1555% | Sep 2024 |
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| Stifel Financial | 47k | $700k | 7% | Jun 2024 |
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| Journey Strategic Wealth | 46k | $761k | -32% | Sep 2024 |
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| J.w. Cole Advisors | 40k | $660k | -7% | Sep 2024 |
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| HighTower Advisors | 36k | $535k | -1% | Jun 2024 |
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| PFG Investments | 32k | $476k | 100% | Jun 2024 |
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| U.S. Capital Wealth Advisors | 27k | $444k | -63% | Sep 2024 |
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| Davenport & Co | 26k | $434k | 11% | Sep 2024 |
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| Envestnet Asset Management | 24k | $405k | 8% | Sep 2024 |
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| Concurrent Investment Advisors | 23k | $387k | 52% | Sep 2024 |
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| Kingsview Wealth Management | 20k | $329k | 3% | Sep 2024 |
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| Raymond James Trust | 18k | $295k | 0% | Sep 2024 |
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| Aviance Capital Partners | 18k | $294k | -23% | Sep 2024 |
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| Nordwand Advisors | 17k | $273k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 16k | $231k | -24% | Jun 2024 |
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| Arete Wealth Advisors | 15k | $252k | -28% | Sep 2024 |
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| Wedbush Morgan Securities | 15k | $246k | -2% | Sep 2024 |
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| Equitable Holdings | 12k | $185k | 0% | Jun 2024 |
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| Two Sigma Securities | 12k | $173k | 100% | Jun 2024 |
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| Savant Capital Management | 12k | $191k | 100% | Sep 2024 |
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| MGB Wealth Management | 11k | $185k | 0% | Sep 2024 |
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| Commonwealth Equity Services | 11k | $183k | 2% | Sep 2024 |
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| Jpmorgan Chase & Co | 3.8k | $63k | 100% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 3.6k | $59k | 13% | Sep 2024 |
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| Brian McDonald | 2.2k | $36k | 0% | Sep 2024 |
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| Goss Wealth Management | 2.1k | $32k | 100% | Jun 2024 |
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| Harbour Investments | 1.5k | $25k | 0% | Sep 2024 |
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| Geneos Wealth Management | 1.5k | $22k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 864.00 | $13k | 0% | Jun 2024 |
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Who sold out of Guggenheim Active Alloc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 239k | $3.4M |
| Saba Capital Management | Mar 2024 | 135k | $2.0M |
| 1607 Capital Partners | Jun 2024 | 80k | $1.2M |
| CI Private Wealth | Jun 2024 | 27k | $396k |
| LPL Financial | Jun 2024 | 11k | $166k |
| IFP Advisors | Mar 2024 | 1.3k | $18k |
| Bessemer | Jun 2024 | 1.0k | $15k |