Institutional Ownership Guggenheim Active Allocation Fund (GUG)
This table provides information about the institutional ownership of Guggenheim Active Allocation Fund (GUG). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 9.66 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
7,500
shares
|
$116,100
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,479
shares
|
$84,814
0.0% of portfolio
|
Q4 2024
Added 53.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,350
shares
|
$67,338
0.0% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,200
shares
|
$34,056
0.0% of portfolio
|
Q2 2024
Reduced 47.62%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$23,220
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$23,220
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,106
shares
|
$17,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
750
shares
|
$11,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
700
shares
|
$10,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|