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 | 2.0M | $29M | -8% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 950k | $14M | 0% | Dec 2023 |
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| Cohen & Steers Capital Management | 936k | $14M | 1% | Mar 2024 |
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| Bank of America Corporation | 886k | $13M | 10% | Mar 2024 |
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| Royal Bank of Canada | 495k | $7.3M | -63% | Mar 2024 |
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| Baird Financial | 414k | $6.1M | 100% | Dec 2023 |
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| Wells Fargo & Company | 263k | $3.9M | 0% | Mar 2024 |
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| Relative Value Partners | 239k | $3.4M | -3% | Mar 2024 |
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| Pathstone Holdings | 197k | $2.9M | 33% | Mar 2024 |
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| Berson & Corrado Investment Advisors | 179k | $2.6M | -5% | Mar 2024 |
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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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| Saba Capital Management | 135k | $2.0M | -89% | Mar 2024 |
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| National Asset Management | 102k | $1.5M | -3% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 95k | $1.4M | -23% | Mar 2024 |
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| 1607 Capital Partners | 90k | $1.3M | 64% | Mar 2024 |
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| Oppenheimer & Co | 87k | $1.3M | 12% | Mar 2024 |
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| Raymond James Financial Services Advisors | 86k | $1.3M | 155% | Mar 2024 |
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| Landscape Capital Management | 82k | $1.2M | 100% | Mar 2024 |
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| Advisor Group Holdings | 65k | $952k | -3% | Mar 2024 |
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| Stifel Financial | 44k | $647k | 21% | Mar 2024 |
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| Journey Strategic Wealth | 43k | $637k | 12% | Mar 2024 |
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| J.w. Cole Advisors | 41k | $595k | 6% | Mar 2024 |
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| HighTower Advisors | 36k | $530k | 23% | Mar 2024 |
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| Envestnet Asset Management | 27k | $394k | 100% | Mar 2024 |
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| CI Private Wealth | 25k | $353k | 100% | Mar 2024 |
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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 | $309k | 1% | Mar 2024 |
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| BancFirst Trust & Investment Management | 19k | $285k | 100% | Dec 2023 |
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| Kingsview Wealth Management | 18k | $266k | 0% | Mar 2024 |
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| Nordwand Advisors | 17k | $243k | -54% | Mar 2024 |
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| Concurrent Investment Advisors | 15k | $216k | 100% | Mar 2024 |
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| Us Bancorp | 13k | $184k | 100% | Mar 2024 |
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| Wetherby Asset Management | 11k | $165k | 100% | Mar 2024 |
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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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| UBS Group | 5.8k | $86k | 0% | Mar 2024 |
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| Blue Bell Private Wealth Management | 4.2k | $62k | 0% | Mar 2024 |
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| Brian McDonald | 4.2k | $62k | -62% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.2k | $33k | 100% | Mar 2024 |
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| Geneos Wealth Management | 1.5k | $22k | 0% | Mar 2024 |
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| Harbour Investments | 1.5k | $22k | 0% | Dec 2023 |
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| IFP Advisors | 1.3k | $18k | 0% | Dec 2023 |
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| Signature | 1.0k | $15k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 864.00 | $13k | 100% | Mar 2024 |
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| Bessemer | 754.00 | $11k | 3% | Dec 2023 |
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| FNY Investment Advisers | 400.00 | $5.0k | 100% | Mar 2024 |
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Who sold out of Guggenheim Active Alloc?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Dec 2023 | 313k | $4.6M |
| Meteora Capital | Sep 2023 | 100k | $1.4M |
| AE Wealth Management | Dec 2023 | 96k | $1.4M |
| Boothbay Fund Management | Sep 2023 | 77k | $1.0M |
| Nomura Holdings | Dec 2023 | 17k | $247k |
| Wedbush Morgan Securities | Sep 2023 | 12k | $162k |
| Bank of New York Mellon | Dec 2023 | 10k | $153k |
| LM Advisors | Dec 2023 | 9.8k | $144k |