Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Guggenheim Active Allocation Fund inkluderer Golden State Equity Partners, Brinker Capital Investments, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, og Larson Financial Group LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255 921 | 2,00 | 4 003 | 5,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 199 | 845,27 | 81 | 912,50 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 3 056 | 48 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 60 389 | 27,09 | 944 | 31,84 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 394 198 | 1,28 | 6 165 | 5,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 746 | 11,89 | 340 | 16,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 650 002 | 9,69 | 10 166 | 13,85 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 28 793 | 17,84 | 450 | 22,28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 23 590 | 110,02 | 369 | 120,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96 208 | 0,06 | 1 505 | 3,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 90 955 | 3,22 | 1 423 | 7,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 501 | 13,64 | 508 | 17,87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 518 | 24 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 942 | 5,01 | 437 | 9,25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 770 869 | 17,12 | 12 056 | 20,96 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 167 183 | 3,06 | 2 615 | 6,96 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 39 724 | 621 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 58 755 | 26,57 | 919 | 31,33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 000 | 100,00 | 47 | 109,09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65 580 | 7,92 | 1 026 | 12,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 000 | 47 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 835 | 147,11 | 1 186 | 156,71 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 142 | 0,45 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 920 711 | 49,70 | 14 400 | 55,36 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 200 | 3 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 52 280 | 0,02 | 818 | 3,81 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 799 036 | 12,71 | 12 497 | 16,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 781 143 | 1,96 | 12 217 | 5,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 28 645 | 18,87 | 448 | 23,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 581 005 | 4,42 | 40 367 | 8,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 064 | 4,00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 741 149 | 0,68 | 12 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 450 | 179 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 406 | 42,82 | 601 | 48,15 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 645 | 2,35 | 339 | 6,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 24 820 | 0,97 | 388 | 4,86 |
