Free Trial
→ Do this before December or regret it (From Porter & Company) (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
$12.44 -0.15 (-1.19%)
As of 10:00 AM Eastern
This is a fair market value 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)
28
Total
Institutional Inflows
(last 12 months)
$17.02M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.65M
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
10/1/2026 Noble Wealth Management PBC17,525$218K0.1%-5.4%0.000%
9/9/2026NewEdge Advisors LLC41,727$603K0.0%+45.2%0.000%
8/20/2026Rivernorth Capital Management LLC288,901$4.18M0.2%N/A0.000%
8/20/2026Wedbush Securities Inc.77,972$1.13M0.0%+10.1%0.000%
7/12/2026Walker Asset Management LLC27,348$395K0.2%-12.4%0.000%
7/8/2026Cooper Financial Group164,368$2.38M0.2%+4.4%0.000%
7/7/2026CoreCap 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%
4/27/2026Private 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%
Do this before December or regret it (Ad)

Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.tc pixel

Watch Porter Stansberry's full briefing and get his three steps to prepare before December.
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%
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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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%
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%


GBAB Institutional Ownership - Frequently Asked Questions

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 Sit Investment Associates Inc. ($10.39M), Bank of America Corp DE ($8.55M), LPL Financial LLC ($6.69M), Wells Fargo & Company MN ($4.98M), Rivernorth Capital Management LLC ($4.18M), 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.

Of the 60 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), Rivernorth Capital Management LLC ($288.90K), Bank of America Corp DE ($222.37K), Wells Fargo & Company MN ($155.81K), and StoneX Group Inc. ($141.06K).

Institutional investors have bought a total of 1,145,196 shares in the last 24 months. This purchase volume represents approximately $17.02M in transactions.

Of the 18 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: Invesco Ltd. ($41.72K), Wells Fargo & Company MN ($31.72K), StoneX Group Inc. ($27.68K), Dynamic Advisor Solutions LLC ($22.38K), Oppenheimer & Co. Inc. ($21.60K), Xcel Wealth Management LLC ($18.61K), and UBS Group AG ($16.45K).

Institutional investors have sold a total of 242,726 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.


Related Companies

Institutional ownership data for NYSE:GBAB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A weekly dividend fund holding Nvidia and Palantir
CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names dist...
Investors Alley | Sponsoredtc pixel
Why The Biggest Names in AI Are Heading To The Arctic
Google contracted over 12 GW of energy last year and just announced a 15 billion dollar AI infrastructure inve...
The Tomorrow Investor | Sponsoredtc pixel
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | 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
They're not telling you how bad this could get
Valuations have reached levels seen only a handful of times in the past century, while debt concerns and tarif...
Parkview Capital Group | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Feds Say Your Cash Isn’t Property—Can They Take It?
The Department of Justice recently argued in court that cash may not qualify as legal property. That raises...
Priority Gold | Sponsoredtc pixel
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company
We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billi...
Banyan Hill Publishing | Sponsoredtc pixel