Free Trial
→ INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (From Traders Agency) (Ad)tc pixel Free GBAB Stock Alerts

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) Institutional Ownership

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$15.50 +0.06 (+0.36%)
Closing price 08/29/2025 03:58 PM Eastern
Extended Trading
$15.60 +0.09 (+0.61%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (NYSE:GBAB)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$37.06M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.85M
Get GBAB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

GBAB Institutional Buying and Selling by Quarter

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Balyasny Asset Management L.P.36,497$549K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE231,064$3.48M0.0%-11.2%0.000%
8/14/2025 Jane Street Group LLC12,561$189K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.194,229$2.92M0.0%-55.0%0.000%
8/13/2025 StoneX Group Inc.138,843$2.09M0.1%+0.5%0.000%
8/13/2025 JBR Co Financial Management Inc33,147$499K0.2%-11.3%0.000%
8/13/2025 Invesco Ltd.229,223$3.45M0.0%+17.9%0.000%
8/12/2025 Intellus Advisors LLC18,806$283K0.0%+8.2%0.000%
8/8/2025 Cetera Investment Advisers44,315$666K0.0%+11.5%0.000%
8/8/2025 Fiera Capital Corp111,605$1.68M0.0%-1.6%0.000%
8/7/2025 Allworth Financial LP7,000$105K0.0%N/A0.000%
8/6/2025 Wedbush Securities Inc.72,785$1.10M0.0%+3.2%0.000%
8/4/2025 Wolverine Asset Management LLC40,339$607K0.0%+327.0%0.000%
8/4/2025 Savvy Advisors Inc.93,881$1.41M0.1%-3.1%0.000%
7/31/2025 Whipplewood Advisors LLC52,493$789K0.4%+308,682.4%0.000%
7/30/2025 Whittier Trust Co.100,514$1.51M0.0%-14.5%0.000%
7/29/2025 Stratos Wealth Partners LTD.12,911$194K0.0%+8.4%0.000%
7/24/2025 WMG Financial Advisors LLC14,250$214K0.1%-5.3%0.000%
7/22/2025 Belpointe Asset Management LLC10,053$151K0.0%N/A0.000%
7/18/2025 Cooper Financial Group128,458$1.93M0.2%+0.8%0.000%
7/17/2025 Janney Montgomery Scott LLC95,753$1.44M0.0%+1.6%0.000%
7/17/2025 Walker Asset Management LLC35,538$534K0.3%-7.0%0.000%
7/14/2025 Palacios Wealth Management LLC14,501$218K0.2%N/A0.000%
5/15/2025 Royal Bank of Canada83,876$1.30M0.0%-66.9%0.000%
5/14/2025 Venture Visionary Partners LLC121,622$1.89M0.1%-50.0%0.000%
5/13/2025 Elequin Capital LP6,636$103K0.0%+966.9%0.000%
5/13/2025 Raymond James Financial Inc.432,063$6.72M0.0%+81.1%0.000%
5/13/2025 Sit Investment Associates Inc.323,774$5.04M0.1%+345.7%0.000%
5/13/2025 HighTower Advisors LLC11,315$176K0.0%-21.3%0.000%
5/12/2025 Cooper Financial Group127,377$1.98M0.3%-5.2%0.000%
5/12/2025 Wolverine Asset Management LLC9,448$147K0.0%-83.0%0.000%
5/12/2025 Savvy Advisors Inc.96,867$1.51M0.2%+10.8%0.000%
5/12/2025 Beam Wealth Advisors Inc.12,986$202K0.1%N/A0.000%
5/7/2025 LPL Financial LLC392,592$6.11M0.0%+65.5%0.000%
5/7/2025 Intellus Advisors LLC17,373$270K0.0%+12.7%0.000%
5/6/2025 Cetera Investment Advisers39,752$618K0.0%+14.7%0.000%
5/6/2025 Wedbush Securities Inc.70,548$1.10M0.0%+3.2%0.000%
5/6/2025 Readystate Asset Management LP74,630$1.16M0.0%-36.7%0.000%
4/28/2025 Xcel Wealth Management LLC69,121$1.08M0.3%-3.5%0.000%
4/23/2025 Spire Wealth Management2,115$33K0.0%+1,739.1%0.000%
How “Trump’s New Dollar” Could Impact Your Wealth (Ad)

President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking and savings account… With this better, more technologically advanced dollar. President Trump himself called it a "big innovation"… And said that this new form of currency represents "American brilliance at its best."tc pixel

Click here now because Chase, Bank of America, Citigroup, Wells Fargo, and U.S. Bancorp…
4/23/2025 Oppenheimer & Co. Inc.33,906$527K0.0%+71.3%0.000%
4/21/2025 JBR Co Financial Management Inc37,357$581K0.3%+15.0%0.000%
4/17/2025 Fortitude Advisory Group L.L.C.22,896$342K0.2%+5.6%0.000%
4/17/2025 Janney Montgomery Scott LLC94,279$1.47M0.0%+10.7%0.000%
4/17/2025 David J Yvars Group33,389$517K0.4%-9.0%0.000%
4/17/2025 Dynamic Advisor Solutions LLC38,324$596K0.0%+4.6%0.000%
4/15/2025Noble Wealth Management PBC15,900$247K0.2%+37.1%0.000%
4/9/2025 NBC Securities Inc.12,544$195K0.0%+125,340.0%0.000%
2/25/2025 B. Riley Wealth Advisors Inc.16,854$256K0.0%-19.5%0.000%
2/17/2025 Nomura Holdings Inc.17,322$263K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC19,415$295K0.0%-11.8%0.000%
2/17/2025 Bank of America Corp DE234,854$3.57M0.0%+13.0%0.000%
2/14/2025Bison Wealth LLC56,612$861K0.1%+8.1%0.000%
2/13/2025 LaSalle St. Investment Advisors LLC19,939$303K0.1%N/A0.000%
2/13/2025 Cohen & Steers Inc.10,000$152K0.0%N/A0.000%
2/13/2025 Savvy Advisors Inc.87,437$1.33M0.2%N/A0.000%
2/13/2025 Raymond James Financial Inc.238,512$3.63M0.0%N/A0.000%
2/13/2025 Invesco Ltd.194,767$2.96M0.0%+14.5%0.000%
2/13/2025 Sit Investment Associates Inc.72,651$1.10M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN184,771$2.81M0.0%+537.9%0.000%
2/12/2025Private Portfolio Partners LLC93,084$1.42M0.3%+56.7%0.000%
2/12/2025 StoneX Group Inc.140,304$2.13M0.1%N/A0.000%
2/11/2025 LPL Financial LLC237,247$3.61M0.0%+204.3%0.000%
2/11/2025 Intellus Advisors LLC15,418$234K0.0%N/A0.000%
2/11/2025 Virtu Financial LLC17,497$266K0.0%+28.0%0.000%
2/10/2025 Commonwealth Equity Services LLC37,752$574K0.0%-22.5%0.000%
2/10/2025 Farther Finance Advisors LLC9,335$142K0.0%-90.2%0.000%
2/7/2025 HighTower Advisors LLC14,384$219K0.0%+21.4%0.000%
2/6/2025 Raymond James Financial Inc.238,512$3.63M0.0%N/A0.000%
2/6/2025 Carlton Hofferkamp & Jenks Wealth Management LLC10,464$166K0.1%-8.7%0.000%
2/6/2025 WMG Financial Advisors LLC15,050$229K0.1%-21.8%0.000%
2/5/2025Noble Wealth Management PBC11,600$176K0.1%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.19,791$301K0.0%-43.2%0.000%
2/5/2025 Whipplewood Advisors LLC55,157$838K0.5%N/A0.000%
2/4/2025 JBR Co Financial Management Inc32,497$494K0.3%-8.5%0.000%
2/3/2025 Wolverine Asset Management LLC55,419$842K0.0%N/A0.000%
1/30/2025 Palacios Wealth Management LLC10,431$163K0.2%N/A0.000%
1/27/2025 Stratos Wealth Partners LTD.11,911$181K0.0%-9.5%0.000%
1/21/2025 Regatta Capital Group LLC23,692$360K0.1%-29.2%0.000%
1/21/2025 Dynamic Advisor Solutions LLC36,627$557K0.0%+8.6%0.000%
1/17/2025 Janney Montgomery Scott LLC85,149$1.29M0.0%+7.0%0.000%
1/15/2025 Walker Asset Management LLC38,213$581K0.4%-3.8%0.000%
1/14/2025 David J Yvars Group36,688$558K0.3%-16.3%0.000%
1/13/2025 Cooper Financial Group134,298$2.04M0.2%-9.4%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.20,940$365K0.0%-7.7%0.000%
11/20/2024 Virtu Financial LLC13,665$240K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC11,850$208K0.0%-9.9%0.000%
11/6/2024 Oppenheimer & Co. Inc.34,846$613K0.0%N/A0.000%
11/1/2024 Fiera Capital Corp113,402$1.99M0.0%+3.9%0.000%
10/30/2024 Invictus Private Wealth LLC26,762$470K0.0%+2.5%0.000%
Amazon’s big Bitcoin embarrassment (Ad)

Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. While the crowd buys Bitcoin outright, trader Larry Benedict is using a method called “Bitcoin Skimming” to target 6x, 9x, even 22x bigger profits. He reveals how it works in a free video.tc pixel

Watch the Bitcoin Skimming strategy here
10/29/2024 Janney Montgomery Scott LLC79,551$1.40M0.0%+14.4%0.000%
10/29/2024 Farther Finance Advisors LLC95,092$1.67M0.1%+4.1%0.000%
10/23/2024 Walker Asset Management LLC39,713$698K0.4%-7.5%0.000%
10/22/2024 International Assets Investment Management LLC17,580$3.09M0.0%+1,658.0%0.000%
10/22/2024 Private Advisor Group LLC25,927$456K0.0%+10.3%0.000%
10/22/2024 Xcel Wealth Management LLC71,521$1.26M0.4%+6.6%0.000%
10/18/2024Raymond James & Associates183,112$3.22M0.0%+3.4%0.000%
10/16/2024 Good Life Advisors LLC18,530$326K0.0%+75.9%0.000%
10/15/2024 Regatta Capital Group LLC33,440$588K0.1%-52.0%0.000%
10/15/2024 NBC Securities Inc.9,352$164K0.0%-8.4%0.000%
(Data available from 1/1/2016 forward)

GBAB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GBAB shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust. The most heavily invested institutionals were LPL Financial LLC ($6.11M), Sit Investment Associates Inc. ($5.04M), UBS Group AG ($4.38M), Bank of America Corp DE ($3.48M), Invesco Ltd. ($3.45M), Raymond James & Associates ($3.22M), and International Assets Investment Management LLC ($3.09M).Learn more on Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust's institutional investors.

Which institutional investors have been buying Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust's stock?

Of the 58 institutional investors that purchased Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($670.58K), Sit Investment Associates Inc. ($323.77K), LPL Financial LLC ($314.62K), Wells Fargo & Company MN ($155.81K), StoneX Group Inc. ($141.06K), Cooper Financial Group ($114.95K), and Whipplewood Advisors LLC ($107.63K).

How much institutional buying is happening at Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust?

Institutional investors have bought a total of 2,407,843 shares in the last 24 months. This purchase volume represents approximately $37.06M in transactions.

Which of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust's major shareholders have been selling company stock?

Of the 26 institutional investors that sold Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($237.83K), Royal Bank of Canada ($169.88K), Venture Visionary Partners LLC ($121.62K), Farther Finance Advisors LLC ($85.76K), Wolverine Asset Management LLC ($45.97K), Regatta Capital Group LLC ($45.96K), and Readystate Asset Management LP ($43.30K).

How much institutional selling is happening at Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust?

Institutional investors have sold a total of 898,450 shares in the last 24 months. This volume of shares sold represents approximately $13.85M in transactions.


Related Companies

This page (NYSE:GBAB) was last updated on 8/30/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
How “Trump’s New Dollar” Could Impact Your Wealth
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
My NEXT $1 Trillion Prediction
James Altucher is making his next trillion-dollar prediction — and this time, it’s not Apple. He believes Elon...
Paradigm Press | Sponsoredtc pixel