Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Guggenheim Active Allocation Fund meliputi Golden State Equity Partners, Brinker Capital Investments, LLC, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, dan Larson Financial Group LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
