Go Pro
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (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
$14.32 -0.01 (-0.07%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$14.33 +0.01 (+0.07%)
As of 07/2/2026 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 Massive. 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)
35
Total
Institutional Inflows
(last 12 months)
$15.64M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$8.10M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/27/2026Private Advisor Group LLC23,818$345K0.0%-7.2%0.000%
4/22/2026Janney Montgomery Scott LLC108,792$1.58M0.0%+22.3%0.000%
4/21/2026Xcel 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%
2/13/2026Kestra Advisory Services LLC6,038$90K0.0%N/A0.000%
2/13/2026Stifel Financial Corp55,936$835K0.0%+5.1%0.000%
2/13/2026Invictus 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%
2/12/2026Commonwealth 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%
1/29/2026NBC Securities Inc.16,349$244K0.0%-12.2%0.000%
1/28/2026WMG Financial Advisors LLC12,150$181K0.1%-14.7%0.000%
1/26/2026Xcel Wealth Management LLC54,869$819K0.2%-15.8%0.000%
1/20/2026Savvy Advisors Inc.85,668$1.28M0.0%-1.8%0.000%
1/16/2026Walker Asset Management LLC31,208$466K0.3%-5.3%0.000%
1/13/2026CoreCap Advisors LLC14,265$213K0.0%+38.3%0.000%
1/12/2026Daymark Wealth Partners LLC95,780$1.43M0.0%N/A0.000%
1/9/2026Dynamic Advisor Solutions LLC11,244$168K0.0%-54.6%0.000%
1/8/2026Cooper Financial Group154,826$2.31M0.2%+11.0%0.000%
1/6/2026JBR 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%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
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%
11/10/2025Invictus Private Wealth LLC10,882$170K0.0%N/A0.000%
11/7/2025Fiera Capital Corp106,278$1.66M0.0%-4.8%0.000%
11/6/2025Wedbush 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%
10/29/2025Xcel Wealth Management LLC65,171$1.02M0.3%-5.2%0.000%
10/22/2025CoreCap Advisors LLC10,315$161K0.0%-45.2%0.000%
10/14/2025Walker Asset Management LLC32,958$513K0.3%-7.3%0.000%
10/14/2025JBR Co Financial Management Inc32,057$499K0.2%-3.3%0.000%
10/9/2025Dynamic Advisor Solutions LLC24,770$386K0.0%-26.3%0.000%
10/7/2025Cooper 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%
8/13/2025JBR 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%
8/6/2025Wedbush 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%
7/31/2025Whipplewood Advisors LLC52,493$789K0.4%+308,682.4%0.000%
7/30/2025Whittier 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%
7/24/2025WMG Financial Advisors LLC14,250$214K0.1%-5.3%0.000%
7/22/2025Belpointe Asset Management LLC10,053$151K0.0%N/A0.000%
7/18/2025Cooper Financial Group128,458$1.93M0.2%+0.8%0.000%
7/17/2025Janney Montgomery Scott LLC95,753$1.44M0.0%+1.6%0.000%
7/17/2025Walker Asset Management LLC35,538$534K0.3%-7.0%0.000%
7/14/2025Palacios 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%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%


GBAB Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 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 63 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 1,040,673 shares in the last 24 months. This purchase volume represents approximately $15.64M in transactions.

Of the 21 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 538,553 shares in the last 24 months. This volume of shares sold represents approximately $8.10M in transactions.


Related Companies

This page (NYSE:GBAB) was last updated on 7/4/2026 by MarketBeat.com Staff.
From Our Partners
The Warsh Fed and what it could mean for your savings
The Fed just changed hands, and Reagan Gold Group says there may be a short window before the impact shows up ...
Reagan Gold Group | Sponsoredtc pixel
He turned $12,415 into millions. Now he wants to help you.
Tim Sykes turned $12,415 in bar mitzvah money into over $7 million in trading profits - and more than 50 of hi...
Tim Sykes | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Gold to $4,900—Here’s the Real Play
Gold is hitting new highs, fueled by tariffs and record central bank demand - 710 tonnes per quarter. JPMorgan...
Investors Alley | Sponsoredtc pixel
The startup growing 23 times faster than Nvidia
An official SEC document contains a name Elon Musk revealed on page 146 - a startup that one analyst believes ...
Brownstone Research | Sponsoredtc pixel
Are we ignoring the same signal Wall Street ignored in 1929?
In 1929, a 20-something broker named Irving Weiss shorted the market before Black Monday and made a fortune. H...
Weiss Ratings | Sponsoredtc pixel