Azimuth Capital Investment Management LLC Guggenheim Active Allocation Fund Transaction History

Azimuth Capital Investment Management LLC

$2.48 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$13.44 - $14.36 $201,600 - $215,400	15,000 New	15,000 $215,000

Others Institutions Holding GUG

# of Institutions

50

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.04M
Shares

$30.7 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

950K
Shares

$14.3 Million
0.11% of portfolio
Cohen & Steers, Inc. New York, NY

944K
Shares

$14.2 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

695K
Shares

$10.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$9.04 Million
0.0% of portfolio

About Guggenheim Active Allocation Fund

Ticker GUG
Exchange NYSE
Sector ETFs
Industry ETFs

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