Guggenheim Active Allocation Fund GUG
Institutional shares held
10.8 Million
0
calls
0
puts
Total value of holdings
$171M
$0
calls
$0
puts
Market Cap
N/A
Institutional ownership
N/A
# of Institutions
56
We take great care to ensure that the data presented and summarized in this overview for Guggenheim Active Allocation Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding GUG
View all-
Morgan Stanley New York, NY2.58MShares$40.7 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL950KShares$15 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$14.5 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO799KShares$12.6 Million0.23% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI781KShares$12.3 Million0.02% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ771KShares$12.2 Million0.05% of portfolio
-
Cohen & Steers, Inc. New York, NY741KShares$11.7 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL650KShares$10.3 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6515KShares$8.13 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA256KShares$4.04 Million0.0% of portfolio
Latest Institutional Activity in GUG
Top Purchases
Top Sells
About GUG
Insider Transactions at GUG
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 05
2025
|
Ronald Nyberg |
BUY
Open market or private purchase
|
Direct |
1,305
+38.27%
|
$19,575
$15.15 P/Share
|
|
Apr 01
2025
|
Ronald E Toupin Jr |
BUY
Open market or private purchase
|
Direct |
1,500
+9.92%
|
$22,500
$15.1 P/Share
|
|
Oct 03
2024
|
Randall C Barnes |
SELL
Open market or private sale
|
Direct |
500
-0.76%
|
$8,000
$16.45 P/Share
|
|
Sep 03
2024
|
Angela Brock Kyle |
BUY
Open market or private purchase
|
Direct |
909
+7.12%
|
$13,635
$15.95 P/Share
|
|
Apr 01
2024
|
Ronald E Toupin Jr |
BUY
Open market or private purchase
|
Direct |
194
+1.73%
|
$2,716
$14.65 P/Share
|
|
Jan 30
2024
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
385
+0.58%
|
$5,390
$14.5 P/Share
|
|
Dec 29
2023
|
Ronald E Toupin Jr |
BUY
Open market or private purchase
|
Direct |
200
+1.85%
|
$2,800
$14.66 P/Share
|
|
Dec 13
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
5,880
+8.24%
|
$76,440
$13.92 P/Share
|
|
Dec 08
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
2,000
+3.25%
|
$28,000
$14.07 P/Share
|
|
Dec 07
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
7,725
+11.83%
|
$108,150
$14.12 P/Share
|
|
Dec 06
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
14,705
+22.79%
|
$205,870
$14.01 P/Share
|
|
Dec 05
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
6,000
+14.59%
|
$78,000
$13.92 P/Share
|
|
Nov 30
2023
|
Ronald E Toupin Jr |
BUY
Open market or private purchase
|
Direct |
200
+1.9%
|
$2,600
$13.73 P/Share
|
|
Nov 30
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
1,000
+3.32%
|
$13,000
$13.85 P/Share
|
|
Oct 31
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
1,000
+3.43%
|
$12,000
$12.99 P/Share
|
|
Oct 31
2023
|
Ronald E Toupin Jr |
BUY
Open market or private purchase
|
Direct |
220
+2.15%
|
$2,860
$13.04 P/Share
|
|
Oct 23
2023
|
Angela Brock Kyle |
BUY
Open market or private purchase
|
Direct |
775
+25.67%
|
$9,300
$12.89 P/Share
|
|
Sep 29
2023
|
Ronald E Toupin Jr |
BUY
Open market or private purchase
|
Direct |
215
+2.17%
|
$2,795
$13.54 P/Share
|
|
Sep 29
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
1,784
+6.17%
|
$23,192
$13.58 P/Share
|
|
Sep 05
2023
|
Randall C Barnes |
BUY
Open market or private purchase
|
Direct |
1,390
+5.2%
|
$18,070
$13.98 P/Share
|
Last 12 Months Summary
Buy / Acquisition
3.71K
Shares
From
3
Insiders
| Open market or private purchase | 3.71K shares |
|---|
Sell / Disposition
500
Shares
From
1
Insiders
| Open market or private sale | 500 shares |
|---|