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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$15.09 +0.03 (+0.20%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (NYSE:GBAB)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$34.98M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.97M
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GBAB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025Royal Bank of Canada83,876$1.30M0.0%-66.9%0.000%
5/14/2025Venture Visionary Partners LLC121,622$1.89M0.1%-50.0%0.000%
5/13/2025Elequin Capital LP6,636$103K0.0%+966.9%0.000%
5/13/2025Raymond James Financial Inc.432,063$6.72M0.0%+81.1%0.000%
5/13/2025Sit Investment Associates Inc.323,774$5.04M0.1%+345.7%0.000%
5/13/2025HighTower Advisors LLC11,315$176K0.0%-21.3%0.000%
5/12/2025Cooper Financial Group127,377$1.98M0.3%-5.2%0.000%
5/12/2025Wolverine Asset Management LLC9,448$147K0.0%-83.0%0.000%
5/12/2025Savvy Advisors Inc.96,867$1.51M0.2%+10.8%0.000%
5/12/2025Beam Wealth Advisors Inc.12,986$202K0.1%N/A0.000%
5/7/2025LPL Financial LLC392,592$6.11M0.0%+65.5%0.000%
5/7/2025Intellus Advisors LLC17,373$270K0.0%+12.7%0.000%
5/6/2025Cetera Investment Advisers39,752$618K0.0%+14.7%0.000%
5/6/2025Wedbush Securities Inc.70,548$1.10M0.0%+3.2%0.000%
5/6/2025Readystate Asset Management LP74,630$1.16M0.0%-36.7%0.000%
4/28/2025Xcel Wealth Management LLC69,121$1.08M0.3%-3.5%0.000%
4/23/2025Spire Wealth Management2,115$33K0.0%+1,739.1%0.000%
4/23/2025Oppenheimer & Co. Inc.33,906$527K0.0%+71.3%0.000%
4/21/2025JBR Co Financial Management Inc37,357$581K0.3%+15.0%0.000%
4/17/2025Fortitude Advisory Group L.L.C.22,896$342K0.2%+5.6%0.000%
4/17/2025Janney Montgomery Scott LLC94,279$1.47M0.0%+10.7%0.000%
4/17/2025David J Yvars Group33,389$517K0.4%-9.0%0.000%
4/17/2025Dynamic Advisor Solutions LLC38,324$596K0.0%+4.6%0.000%
4/15/2025Noble Wealth Management PBC15,900$247K0.2%+37.1%0.000%
4/9/2025NBC Securities Inc.12,544$195K0.0%+125,340.0%0.000%
2/25/2025B. Riley Wealth Advisors Inc.16,854$256K0.0%-19.5%0.000%
2/17/2025Nomura Holdings Inc.17,322$263K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC19,415$295K0.0%-11.8%0.000%
2/17/2025Bank of America Corp DE234,854$3.57M0.0%+13.0%0.000%
2/14/2025Bison Wealth LLC56,612$861K0.1%+8.1%0.000%
2/13/2025LaSalle St. Investment Advisors LLC19,939$303K0.1%N/A0.000%
2/13/2025Cohen & Steers Inc.10,000$152K0.0%N/A0.000%
2/13/2025Savvy Advisors Inc.87,437$1.33M0.2%N/A0.000%
2/13/2025Raymond James Financial Inc.238,512$3.63M0.0%N/A0.000%
2/13/2025Invesco Ltd.194,767$2.96M0.0%+14.5%0.000%
2/13/2025Sit Investment Associates Inc.72,651$1.10M0.0%N/A0.000%
2/13/2025Wells 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%
2/12/2025StoneX Group Inc.140,304$2.13M0.1%N/A0.000%
2/11/2025LPL Financial LLC237,247$3.61M0.0%+204.3%0.000%
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2/11/2025Intellus Advisors LLC15,418$234K0.0%N/A0.000%
2/11/2025Virtu Financial LLC17,497$266K0.0%+28.0%0.000%
2/10/2025Commonwealth Equity Services LLC37,752$574K0.0%-22.5%0.000%
2/10/2025Farther Finance Advisors LLC9,335$142K0.0%-90.2%0.000%
2/7/2025HighTower Advisors LLC14,384$219K0.0%+21.4%0.000%
2/6/2025Raymond James Financial Inc.238,512$3.63M0.0%N/A0.000%
2/6/2025Carlton Hofferkamp & Jenks Wealth Management LLC10,464$166K0.1%-8.7%0.000%
2/6/2025WMG Financial Advisors LLC15,050$229K0.1%-21.8%0.000%
2/5/2025Noble Wealth Management PBC11,600$176K0.1%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.19,791$301K0.0%-43.2%0.000%
2/5/2025Whipplewood Advisors LLC55,157$838K0.5%N/A0.000%
2/4/2025JBR Co Financial Management Inc32,497$494K0.3%-8.5%0.000%
2/3/2025Wolverine Asset Management LLC55,419$842K0.0%N/A0.000%
1/30/2025Palacios Wealth Management LLC10,431$163K0.2%N/A0.000%
1/27/2025Stratos Wealth Partners LTD.11,911$181K0.0%-9.5%0.000%
1/21/2025Regatta Capital Group LLC23,692$360K0.1%-29.2%0.000%
1/21/2025Dynamic Advisor Solutions LLC36,627$557K0.0%+8.6%0.000%
1/17/2025Janney Montgomery Scott LLC85,149$1.29M0.0%+7.0%0.000%
1/15/2025Walker Asset Management LLC38,213$581K0.4%-3.8%0.000%
1/14/2025David J Yvars Group36,688$558K0.3%-16.3%0.000%
1/13/2025Cooper Financial Group134,298$2.04M0.2%-9.4%0.000%
12/13/2024B. Riley Wealth Advisors Inc.20,940$365K0.0%-7.7%0.000%
11/20/2024Virtu Financial LLC13,665$240K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC11,850$208K0.0%-9.9%0.000%
11/6/2024Oppenheimer & Co. Inc.34,846$613K0.0%N/A0.000%
11/1/2024Fiera Capital Corp113,402$1.99M0.0%+3.9%0.000%
10/30/2024Invictus Private Wealth LLC26,762$470K0.0%+2.5%0.000%
10/29/2024Janney Montgomery Scott LLC79,551$1.40M0.0%+14.4%0.000%
10/29/2024Farther Finance Advisors LLC95,092$1.67M0.1%+4.1%0.000%
10/23/2024Walker Asset Management LLC39,713$698K0.4%-7.5%0.000%
10/22/2024International Assets Investment Management LLC17,580$3.09M0.0%+1,658.0%0.000%
10/22/2024Private Advisor Group LLC25,927$456K0.0%+10.3%0.000%
10/22/2024Xcel Wealth Management LLC71,521$1.26M0.4%+6.6%0.000%
10/18/2024Raymond James & Associates183,112$3.22M0.0%+3.4%0.000%
10/16/2024Good Life Advisors LLC18,530$326K0.0%+75.9%0.000%
10/15/2024Regatta Capital Group LLC33,440$588K0.1%-52.0%0.000%
10/15/2024NBC Securities Inc.9,352$164K0.0%-8.4%0.000%
10/8/2024Dynamic Advisor Solutions LLC33,711$593K0.0%-5.0%0.000%
9/5/2024Sanctuary Advisors LLC12,100$189K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.22,683$361K0.0%+40.1%0.000%
8/14/2024Fairscale Capital LLC2,087$34K0.0%N/A0.000%
8/7/2024Beam Wealth Advisors Inc.13,686$218K0.1%N/A0.000%
8/7/2024Wedbush Securities Inc.62,427$993K0.0%-6.1%0.000%
8/2/2024Wolverine Asset Management LLC13,113$208K0.0%N/A0.000%
7/30/2024WMG Financial Advisors LLC17,150$273K0.1%N/A0.000%
7/29/2024Whittier Trust Co.117,807$1.87M0.0%-1.4%0.000%
7/23/2024Xcel Wealth Management LLC67,071$1.07M0.3%+9.4%0.000%
7/16/2024JBR Co Financial Management Inc35,517$565K0.4%-9.2%0.000%
7/16/2024Cooper Financial Group141,398$2.25M0.3%+8.6%0.000%
7/15/2024Dynamic Advisor Solutions LLC35,476$564K0.0%-6.7%0.000%
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7/12/2024Walker Asset Management LLC42,913$682K0.5%-8.9%0.000%
7/11/2024U.S. Capital Wealth Advisors LLC76,197$1.21M0.0%-21.0%0.000%
5/16/2024B. Riley Wealth Advisors Inc.16,192$252K0.0%N/A0.000%
5/9/2024Private Portfolio Partners LLC37,716$613K0.1%+45.1%0.000%
5/9/2024JBR Co Financial Management Inc39,120$636K0.5%-6.9%0.000%
5/7/2024Benedetti & Gucer Inc.14,186$231K0.1%+6.0%0.000%
5/3/2024Whittier Trust Co.119,422$1.94M0.0%+105.7%0.000%
5/1/2024Janney Montgomery Scott LLC65,910$1.07M0.0%-2.3%0.000%
5/1/2024Private Advisor Group LLC23,323$379K0.0%-11.0%0.000%
4/30/2024Commonwealth Equity Services LLC33,952$552K0.0%+2.8%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, 69 institutional investors and hedge funds held shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust. The most heavily invested institutionals were Raymond James Financial Inc. ($6.72M), LPL Financial LLC ($6.11M), Sit Investment Associates Inc. ($5.04M), UBS Group AG ($4.38M), Bank of America Corp DE ($3.57M), 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 57 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), LPL Financial LLC ($333.47K), Sit Investment Associates Inc. ($323.77K), Wells Fargo & Company MN ($155.81K), StoneX Group Inc. ($140.30K), Janney Montgomery Scott LLC ($133.50K), and Cooper Financial Group ($123.65K).

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

Institutional investors have bought a total of 2,265,962 shares in the last 24 months. This purchase volume represents approximately $34.98M in transactions.

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

Of the 24 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: 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), Readystate Asset Management LP ($43.30K), and Cooper Financial Group ($20.93K).

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

Institutional investors have sold a total of 638,152 shares in the last 24 months. This volume of shares sold represents approximately $9.97M in transactions.


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This page (NYSE:GBAB) was last updated on 7/7/2025 by MarketBeat.com Staff
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