Guggenheim Active Allocation Fund (GUG) Institutional Ownership $15.55 -0.05 (-0.32%) (As of 03:57 PM ET) Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Guggenheim Active Allocation Fund (NYSE:GUG)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$17.66MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$1.85M Get GUG Insider Trade Alerts Want to know when executives and insiders are buying or selling Guggenheim Active Allocation Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data GUG Institutional Buying and Selling by Quarter Ad DarwinNew Year, New Opportunity! 2 AI Stocks Under $10 Ready to SoarAs we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential. Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention.👉 Click here to access your FREE report now! Guggenheim Active Allocation Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 Kovitz Investment Group Partners LLC69,419$1.13M0.0%N/A0.000% 11/15/2024 Stifel Financial Corp54,793$907K0.0%+16.8%0.000% 11/14/2024 Arete Wealth Advisors LLC15,220$252K0.0%-30.4%0.000% 11/14/2024 Rockefeller Capital Management L.P.32,559$539K0.0%N/A0.000% 11/12/2024 Penserra Capital Management LLC299,198$4.95M0.1%N/A0.000% 11/12/2024 Kingsview Wealth Management LLC19,860$329K0.0%+3.4%0.000% Get the Latest News and Ratings for GUG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Guggenheim Active Allocation Fund and its competitors with MarketBeat's FREE daily newsletter. 11/8/2024 Advisors Asset Management Inc.487,071$8.06M0.1%+27.2%0.000% 11/7/2024 Pathstone Holdings LLC220,358$3.65M0.0%-14.9%0.000% 11/7/2024 Aviance Capital Partners LLC17,760$294K0.0%-22.7%0.000% 11/6/2024 Oppenheimer & Co. Inc.73,325$1.21M0.0%-15.3%0.000% 11/1/2024 Corrado Advisors LLC171,743$2.84M1.8%-2.1%0.000% 10/31/2024 Concurrent Investment Advisors LLC23,381$387K0.0%+52.1%0.000% 10/24/2024 J.W. Cole Advisors Inc.39,853$660K0.0%-7.4%0.000% 10/22/2024 International Assets Investment Management LLC49,650$8.22M0.0%+1,555.0%0.000% 10/18/2024Raymond James & Associates249,825$4.14M0.0%+48.0%0.000% 8/19/2024B. Riley Wealth Advisors Inc.110,723$1.65M0.0%+5.1%0.000% 8/8/2024 J.W. Cole Advisors Inc.43,018$642K0.0%+6.2%0.000% 8/7/2024 Wedbush Securities Inc.15,111$226K0.0%-6.0%0.000% 8/7/2024 PFG Investments LLC31,850$476K0.0%N/A0.000% 7/31/2024 Concurrent Investment Advisors LLC15,377$230K0.0%+4.6%0.000% 7/30/2024 International Assets Investment Management LLC3,000$45K0.0%N/A0.000% 7/25/2024 Raymond James Trust N.A.17,830$266K0.0%+64.8%0.000% 7/19/2024Raymond James & Associates168,783$2.52M0.0%+12.9%0.000% 7/11/2024 U.S. Capital Wealth Advisors LLC72,702$1.09M0.0%-23.0%0.000% 5/16/2024B. Riley Wealth Advisors Inc.105,330$1.42M0.0%+3.1%0.000% 5/14/2024 Advisors Asset Management Inc.270,825$3.98M0.1%+60.2%0.000% 5/9/2024 Corrado Advisors LLC178,839$2.63M1.7%-5.3%0.000% 5/7/2024 Concurrent Investment Advisors LLC14,702$216K0.0%N/A0.000% 4/30/2024 J.W. Cole Advisors Inc.40,495$595K0.0%+6.3%0.000% 4/23/2024Raymond James Financial Services Advisors Inc.85,508$1.26M0.0%+155.0%0.000% 3/27/2024 Nomura Holdings Inc.16,843$247K0.0%N/A0.000% 3/15/2024B. Riley Wealth Advisors Inc.102,203$1.50M0.0%-3.0%0.000% 2/13/2024 Oppenheimer & Co. Inc.87,075$1.28M0.0%+12.5%0.000% 2/13/2024 1607 Capital Partners LLC74,845$1.10M0.1%+36.0%0.000% 2/12/2024Relative Value Partners Group LLC245,733$3.60M0.2%+14.5%0.000% 2/9/2024 Journey Strategic Wealth LLC38,792$569K0.0%+14.8%0.000% 2/6/2024 Aviance Capital Partners LLC23,089$338K0.1%-7.1%0.000% 2/6/2024 U.S. Capital Wealth Advisors LLC122,067$1.79M0.1%-2.9%0.000% 2/1/2024 Corrado Advisors LLC188,927$2.77M2.3%-2.3%0.000% 1/31/2024 J.W. Cole Advisors Inc.38,101$559K0.0%+70.4%0.000% New Year, New Opportunity! 2 AI Stocks Under $10 Ready to Soar (Ad)As we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential. Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention.👉 Click here to access your FREE report now!1/25/2024 International Assets Investment Management LLC43,980$645K0.0%N/A0.000% 1/25/2024 Blue Bell Private Wealth Management LLC4,200$62K0.0%N/A0.000% 1/24/2024 International Assets Investment Management LLC43,980$645K0.0%N/A0.000% 1/16/2024Raymond James Financial Services Advisors Inc.33,537$492K0.0%+89.4%0.000% 1/5/2024 BancFirst Trust & Investment Management19,377$285K0.1%N/A0.000% (Data available from 1/1/2016 forward) GUG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of GUG shares? During the previous two years, 27 institutional investors and hedge funds held shares of Guggenheim Active Allocation Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($8.22M), Advisors Asset Management Inc. ($8.06M), Penserra Capital Management LLC ($4.95M), Raymond James & Associates ($4.14M), Pathstone Holdings LLC ($3.65M), Relative Value Partners Group LLC ($3.60M), and Corrado Advisors LLC ($2.84M).Learn more on GUG's institutional investors. Which institutional investors have been buying Guggenheim Active Allocation Fund stock? Of the 21 institutional investors that purchased Guggenheim Active Allocation Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($299.20K), Advisors Asset Management Inc. ($206.08K), International Assets Investment Management LLC ($137.61K), Raymond James & Associates ($100.34K), Kovitz Investment Group Partners LLC ($69.42K), Raymond James Financial Services Advisors Inc. ($67.80K), and Rockefeller Capital Management L.P. ($32.56K). How much institutional buying is happening at Guggenheim Active Allocation Fund? Institutional investors have bought a total of 1,119,104 shares in the last 24 months. This purchase volume represents approximately $17.66M in transactions. Which Guggenheim Active Allocation Fund major shareholders have been selling company stock? Of the 9 institutional investors that sold Guggenheim Active Allocation Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathstone Holdings LLC ($38.70K), U.S. Capital Wealth Advisors LLC ($25.36K), Corrado Advisors LLC ($18.33K), Oppenheimer & Co. Inc. ($13.25K), Aviance Capital Partners LLC ($6.98K), Arete Wealth Advisors LLC ($6.65K), and J.W. Cole Advisors Inc. ($3.17K). How much institutional selling is happening at Guggenheim Active Allocation Fund? Institutional investors have sold a total of 116,523 shares in the last 24 months. This volume of shares sold represents approximately $1.85M in transactions. 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