Guggenheim Active Allocation Fund (GUG) Institutional Ownership $15.00 +0.04 (+0.27%) (As of 12/20/2024 04:33 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)$3.38M 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 Weiss RatingsNvidia’s Bold Move: Tackling Tech’s $1 Trillion CrisisTaiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …Find out details on these three critical Nvidia partners immediately. Guggenheim Active Allocation Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/13/2024 B. Riley Wealth Advisors Inc.18,377$303K0.0%-83.4%0.000% 11/15/2024 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% 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. 11/12/2024 Kingsview Wealth Management LLC19,860$329K0.0%+3.4%0.000% 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% 8/19/2024 B. 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% 5/16/2024 B. 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% 3/15/2024 B. 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% Missed Nvidia? Buy Elon Musk’s “Silent Partner” (Ad)In February 2016, when almost nobody was talking about artificial intelligence… I picked Nvidia as one of my favorite stocks. Today, it’s probably the most popular stock in the world. I believe this Elon Musk “silent partner” could be the next big AI winner.So please click here to see the details because a lot of people could get rich.1/31/2024 J.W. Cole Advisors Inc.38,101$559K0.0%+70.4%0.000% 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: B. Riley Wealth Advisors Inc. ($95.47K), 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), and Arete Wealth Advisors LLC ($6.65K). How much institutional selling is happening at Guggenheim Active Allocation Fund? Institutional investors have sold a total of 208,869 shares in the last 24 months. This volume of shares sold represents approximately $3.38M in transactions. Related Companies ASGI Institutional Ownership RILYN Institutional Ownership RILYK Institutional Ownership BAYAU Institutional Ownership BANFP Institutional Ownership ECAT Institutional Ownership BMEZ Institutional Ownership BHFAL Institutional Ownership CPZ Institutional Ownership DLY Institutional Ownership This page (NYSE:GUG) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersThis Crypto Is Set to Explode in DecemberIt's a groundbreaking opportunity that could be poised for extraordinary gains. 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