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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$13.91 +0.11 (+0.80%)
As of 10:54 AM 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)
31
Total
Institutional Inflows
(last 12 months)
$14.06M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.84M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Walker Asset Management LLC27,348$395K0.2%-12.4%0.000%
7/8/2026 Cooper Financial Group164,368$2.38M0.2%+4.4%0.000%
7/7/2026 CoreCap Advisors LLC6,775$98K0.0%-26.9%0.000%
6/3/2026NewEdge Advisors LLC28,734$417K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC28,734$417K0.0%N/A0.000%
5/19/2026Bank of America Corp DE589,291$8.55M0.0%+10.0%0.000%
5/18/2026Royal Bank of Canada89,385$1.30M0.0%+6.6%0.000%
5/13/2026Cetera Investment Advisers56,395$818K0.0%+2.7%0.000%
4/27/2026Integrity Wealth Partners LLC17,543$254K0.2%N/A0.000%
4/27/2026 Private Advisor Group LLC23,818$345K0.0%-7.2%0.000%
4/22/2026Janney Montgomery Scott LLC108,792$1.58M0.0%+22.3%0.000%
4/21/2026 Xcel Wealth Management LLC50,116$727K0.2%-8.7%0.000%
2/25/2026Sit Investment Associates Inc.696,506$10.39M0.2%+11.9%0.000%
2/19/2026Invesco Ltd.194,379$2.90M0.0%-17.7%0.000%
2/18/2026Readystate Asset Management LP93,845$1.40M0.1%N/A0.000%
2/17/2026Cetera Investment Advisers54,908$819K0.0%+27.6%0.000%
2/17/2026Osaic Holdings Inc.108,780$1.62M0.0%+10.1%0.000%
2/17/2026Royal Bank of Canada83,870$1.25M0.0%+7.2%0.000%
2/13/2026 Kestra Advisory Services LLC6,038$90K0.0%N/A0.000%
2/13/2026Stifel Financial Corp55,936$835K0.0%+5.1%0.000%
2/13/2026 Invictus Private Wealth LLC12,506$187K0.0%+14.9%0.000%
2/13/2026Wells Fargo & Company MN334,035$4.98M0.0%-8.7%0.000%
2/12/2026Jane Street Group LLC20,948$313K0.0%+36.8%0.000%
2/12/2026 Commonwealth Equity Services LLC48,285$720K0.0%+4.0%0.000%
2/12/2026StoneX Group Inc.111,324$1.66M0.1%-19.9%0.000%
2/11/2026Janney Montgomery Scott LLC88,977$1.33M0.0%-12.8%0.000%
2/11/2026LPL Financial LLC448,415$6.69M0.0%+7.0%0.000%
2/11/2026Fiera Capital Corp140,705$2.10M0.0%+32.4%0.000%
2/6/2026Intellus Advisors LLC31,498$470K0.1%+18.7%0.000%
2/3/2026Morse Asset Management Inc49,987$746K0.1%+105.2%0.000%
2/2/2026Oppenheimer & Co. Inc.41,454$618K0.0%-34.3%0.000%
1/29/2026UBS Group AG184,228$2.75M0.0%-1.4%0.000%
1/29/2026 NBC Securities Inc.16,349$244K0.0%-12.2%0.000%
1/28/2026 WMG Financial Advisors LLC12,150$181K0.1%-14.7%0.000%
1/26/2026 Xcel Wealth Management LLC54,869$819K0.2%-15.8%0.000%
1/20/2026Savvy Advisors Inc.85,668$1.28M0.0%-1.8%0.000%
1/16/2026 Walker Asset Management LLC31,208$466K0.3%-5.3%0.000%
1/13/2026 CoreCap Advisors LLC14,265$213K0.0%+38.3%0.000%
1/12/2026 Daymark Wealth Partners LLC95,780$1.43M0.0%N/A0.000%
1/9/2026 Dynamic Advisor Solutions LLC11,244$168K0.0%-54.6%0.000%
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1/8/2026 Cooper Financial Group154,826$2.31M0.2%+11.0%0.000%
1/6/2026 JBR Co Financial Management Inc29,052$433K0.2%-9.4%0.000%
1/5/2026 Noble Wealth Management PBC18,750$280K0.1%-10.5%0.000%
11/18/2025Advisory Services Network LLC2,271$35K0.0%N/A0.000%
11/17/2025Morse Asset Management Inc24,357$379K0.1%N/A0.000%
11/17/2025Bank of America Corp DE372,899$5.81M0.0%+61.4%0.000%
11/14/2025Raymond James Financial Inc.190,913$2.97M0.0%-1.7%0.000%
11/13/2025Invesco Ltd.236,102$3.68M0.0%+3.0%0.000%
11/13/2025UBS Group AG186,823$2.91M0.0%-6.9%0.000%
11/13/2025Intellus Advisors LLC26,525$413K0.1%+41.0%0.000%
11/12/2025Mosaic Family Wealth Partners LLC11,634$181K0.0%N/A0.000%
11/10/2025 Invictus Private Wealth LLC10,882$170K0.0%N/A0.000%
11/7/2025Fiera Capital Corp106,278$1.66M0.0%-4.8%0.000%
11/6/2025 Wedbush Securities Inc.75,972$1.18M0.0%+4.4%0.000%
11/6/2025Savvy Advisors Inc.87,232$1.36M0.1%-7.1%0.000%
11/6/2025Oppenheimer & Co. Inc.63,050$982K0.0%+21.1%0.000%
11/5/2025Envestnet Asset Management Inc.20,597$321K0.0%N/A0.000%
10/29/2025 Xcel Wealth Management LLC65,171$1.02M0.3%-5.2%0.000%
10/22/2025 CoreCap Advisors LLC10,315$161K0.0%-45.2%0.000%
10/14/2025 Walker Asset Management LLC32,958$513K0.3%-7.3%0.000%
10/14/2025 JBR Co Financial Management Inc32,057$499K0.2%-3.3%0.000%
10/9/2025 Dynamic Advisor Solutions LLC24,770$386K0.0%-26.3%0.000%
10/7/2025 Cooper Financial Group139,520$2.17M0.2%+8.6%0.000%
9/4/2025Osaic Holdings Inc.91,323$1.37M0.0%-6.8%0.000%
8/15/2025Balyasny Asset Management L.P.36,497$549K0.0%N/A0.000%
8/15/2025Bank of America Corp DE231,064$3.48M0.0%-11.2%0.000%
8/14/2025Jane Street Group LLC12,561$189K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.194,229$2.92M0.0%-55.0%0.000%
8/13/2025StoneX 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%
8/13/2025Invesco Ltd.229,223$3.45M0.0%+17.9%0.000%
8/12/2025Intellus Advisors LLC18,806$283K0.0%+8.2%0.000%
8/8/2025Cetera Investment Advisers44,315$666K0.0%+11.5%0.000%
8/8/2025Fiera Capital Corp111,605$1.68M0.0%-1.6%0.000%
8/7/2025Allworth Financial LP7,000$105K0.0%N/A0.000%
8/6/2025 Wedbush Securities Inc.72,785$1.10M0.0%+3.2%0.000%
8/4/2025Wolverine Asset Management LLC40,339$607K0.0%+327.0%0.000%
8/4/2025Savvy 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%
7/29/2025Stratos 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%
7/17/2025Janney 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%
5/15/2025Royal 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%
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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%


GBAB Institutional Ownership - Frequently Asked Questions

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 Sit Investment Associates Inc. ($10.39M), Bank of America Corp DE ($8.55M), LPL Financial LLC ($6.69M), Wells Fargo & Company MN ($4.98M), Raymond James & Associates ($3.22M), International Assets Investment Management LLC ($3.09M), and Raymond James Financial Inc. ($2.97M).Learn more on Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust's institutional investors.

Of the 62 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. ($397.85K), LPL Financial LLC ($343.84K), Bank of America Corp DE ($222.37K), Wells Fargo & Company MN ($155.81K), StoneX Group Inc. ($141.06K), and Whipplewood Advisors LLC ($107.63K).

Institutional investors have bought a total of 936,069 shares in the last 24 months. This purchase volume represents approximately $14.06M in transactions.

Of the 20 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. ($241.15K), Invesco Ltd. ($41.72K), Wells Fargo & Company MN ($31.72K), Bank of America Corp DE ($29.20K), StoneX Group Inc. ($27.68K), Dynamic Advisor Solutions LLC ($22.38K), and Oppenheimer & Co. Inc. ($21.60K).

Institutional investors have sold a total of 521,435 shares in the last 24 months. This volume of shares sold represents approximately $7.84M in transactions.


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This page (NYSE:GBAB) was last updated on 8/4/2026 by MarketBeat.com Staff.
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