Institutional shares held 8.54 Million
0 calls
0 puts
Total value of holdings $137M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 51


Latest Institutional Activity in GUG

Top Purchases

Q3 2024
Penserra Capital Management LLC Shares Held: 299K ($4.7M)
Q3 2024
Advisors Asset Management, Inc. Shares Held: 487K ($7.65M)
Q3 2024
Raymond James & Associates Shares Held: 250K ($3.92M)
Q3 2024
Kovitz Investment Group Partners, LLC Shares Held: 69.4K ($1.09M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 179K ($2.81M)

Top Sells

Q3 2024
Bank Of America Corp Shares Held: 600K ($9.42M)
Q3 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 26.8K ($421K)
Q3 2024
Pathstone Holdings, LLC Shares Held: 220K ($3.46M)
Q3 2024
Morgan Stanley Shares Held: 2.04M ($32M)
Q3 2024
Wells Fargo & Company Shares Held: 253K ($3.97M)

About GUG


Insider Transactions at GUG

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
39.2K Shares
From 3 Insiders
Open market or private purchase 39.2K shares
Sell / Disposition
500 Shares
From 1 Insiders
Open market or private sale 500 shares

Track Institutional and Insider Activities on GUG

Follow Guggenheim Active Allocation Fund and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells GUG shares.

Notify only if

Insider Trading

Get notified when an Guggenheim Active Allocation Fund insider buys or sells GUG shares.

Notify only if

News

Receive news related to Guggenheim Active Allocation Fund

Track Activities on GUG