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

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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)
32
Total
Institutional Inflows
(last 12 months)
$12.83M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.47M
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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
4/24/2024 Spire Wealth Management3,890$63K0.0%+105.8%0.000%
4/23/2024 Regatta Capital Group LLC69,516$1.13M0.3%-5.1%0.000%
4/11/2024 Cooper Financial Group130,220$2.12M0.3%-7.7%0.000%
4/10/2024 Walker Asset Management LLC47,113$766K0.5%+1.7%0.000%
2/12/2024Invictus Private Wealth LLC30,071$487K0.0%-79.9%0.000%
2/8/2024Janney Montgomery Scott LLC67,491$1.09M0.0%-5.5%0.000%
2/7/2024Private Portfolio Partners LLC25,995$421K0.1%+153.7%0.000%
2/6/2024Private Advisor Group LLC26,217$424K0.0%-8.4%0.000%
2/6/2024 Spire Wealth Management1,890$30K0.0%-44.2%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC96,797$1.57M0.1%-5.8%0.000%
2/2/2024Schnieders Capital Management LLC13,750$223K0.0%-50.8%0.000%
2/1/2024Significant Wealth Partners LLC15,502$251K0.2%N/A0.000%
1/30/2024Bison Wealth LLC52,016$842K0.1%+19.1%0.000%
1/24/2024Venture Visionary Partners LLC55,500$899K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC16,190$262K0.0%N/A0.000%
1/22/2024 Regatta Capital Group LLC73,222$1.19M0.3%-5.0%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.47,027$761K0.0%-5.1%0.000%
1/16/2024 Raymond James & Associates154,383$2.50M0.0%+27.8%0.000%
1/16/2024CoreCap Advisors LLC15,515$251K0.0%+14.8%0.000%
1/16/2024 Cooper Financial Group141,157$2.29M0.4%+8.4%0.000%
1/11/2024 Dynamic Advisor Solutions LLC39,278$657K0.0%+3.6%0.000%
1/10/2024 David J Yvars Group42,528$691K0.6%-10.5%0.000%
12/1/2023B. Riley Wealth Advisors Inc.16,192$252K0.0%-34.2%0.000%
11/15/2023Kenfarb & CO.68,330$1.06M1.0%-2.4%0.000%
11/13/2023Bison Wealth LLC43,673$679K0.1%+2.6%0.000%
11/13/2023Bramshill Investments LLC95,942$1.49M0.2%-9.8%0.000%
11/13/2023Kestra Advisory Services LLC27,058$420K0.0%-8.8%0.000%
11/9/2023UBS Group AG281,618$4.38M0.0%-6.3%0.000%
11/8/2023Janney Montgomery Scott LLC71,404$1.11M0.0%-79.6%0.000%
11/4/2023 NBC Securities Inc.8,762$136K0.0%N/A0.000%
10/30/2023 Regatta Capital Group LLC77,059$1.20M0.4%-7.4%0.000%
10/27/2023 Walker Asset Management LLC46,313$720K0.5%-2.1%0.000%
10/27/2023Whittier Trust Co.57,759$898K0.0%+327.7%0.000%
10/26/2023Cambridge Trust Co.2,500$39K0.0%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.49,550$770K0.0%-6.5%0.000%
10/24/2023 Raymond James & Associates120,845$1.88M0.0%-8.3%0.000%
10/23/2023Commonwealth Equity Services LLC32,737$509K0.0%+164.4%0.000%
10/17/2023 Xcel Wealth Management LLC60,043$933K0.4%-17.4%0.000%
10/13/2023 Cooper Financial Group130,180$2.02M0.5%+238.4%0.000%
10/12/2023 RVW Wealth LLC8,000$124K0.0%N/A0.000%
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10/11/2023 Dynamic Advisor Solutions LLC37,927$589K0.0%+9.5%0.000%
10/4/2023Invictus Private Wealth LLC149,478$2.32M0.3%+18.4%0.000%
9/12/2023Farther Finance Advisors LLC33,690$549K0.1%N/A0.000%
8/24/2023Invictus Private Wealth LLC126,293$2.06M0.2%+2.1%0.000%
8/15/2023Kenfarb & CO.70,010$1.14M1.0%-5.2%0.000%
8/11/2023Kestra Advisory Services LLC29,675$484K0.0%+3.5%0.000%
8/10/2023Cetera Investment Advisers10,309$168K0.0%N/A0.000%
8/3/2023 Dynamic Advisor Solutions LLC34,647$565K0.0%-6.3%0.000%
8/2/2023Bank of Montreal Can22,512$370K0.0%N/A0.000%
7/31/2023LPL Financial LLC194,412$3.17M0.0%+10.7%0.000%
7/31/2023Fortitude Advisory Group L.L.C.17,476$285K0.2%+13.3%0.000%
7/27/2023B. Riley Wealth Advisors Inc.24,590$401K0.0%-20.6%0.000%
7/26/2023 Xcel Wealth Management LLC72,710$1.19M0.4%+6.1%0.000%
7/26/2023Janney Montgomery Scott LLC349,896$5.70M0.0%+45.1%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.53,015$864K0.0%+10.0%0.000%
7/25/2023 Raymond James & Associates131,806$2.15M0.0%-6.6%0.000%
7/18/2023 Stratos Wealth Partners LTD.13,488$220K0.0%+12.1%0.000%
7/13/2023 Miracle Mile Advisors LLC40,484$660K0.0%-34.8%0.000%
7/13/2023 Walker Asset Management LLC47,313$771K0.6%-6.3%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.10,878$177K0.0%-10.2%0.000%
7/7/2023 Cooper Financial Group38,471$627K0.2%+34.1%0.000%
6/5/2023Invictus Private Wealth LLC123,681$2.11M0.2%+5.1%0.000%
5/15/2023Bison Wealth LLC42,557$719K0.2%-10.5%0.000%
5/11/2023Bramshill Investments LLC107,985$1.84M0.2%+1.8%0.000%
5/11/2023U.S. Capital Wealth Advisors LLC102,992$1.76M0.1%-11.0%0.000%
5/11/2023 Cooper Financial Group28,685$489K0.1%+9.4%0.000%
5/10/2023Private Advisor Group LLC28,164$480K0.0%N/A0.000%
5/10/2023LPL Financial LLC175,565$2.99M0.0%+86.4%0.000%
5/8/2023Sigma Planning Corp10,181$173K0.0%N/A0.000%
5/5/2023Fortitude Advisory Group L.L.C.15,429$263K0.2%+4.1%0.000%
5/2/2023Carl P. Sherr & Co. LLC11,325$193K0.1%N/A0.000%
4/28/2023Janney Montgomery Scott LLC241,164$4.11M0.0%+15.4%0.000%
4/27/2023 Stratos Wealth Partners LTD.12,033$205K0.0%-13.0%0.000%
4/27/2023Benedetti & Gucer Inc.11,700$199K0.1%N/A0.000%
4/26/2023Fiera Capital Corp108,152$1.84M0.0%-1.8%0.000%
4/26/2023 Xcel Wealth Management LLC68,500$1.17M0.4%+34.7%0.000%
4/24/2023Ahrens Investment Partners LLC1,700$29K0.0%N/A0.000%
4/21/2023Whittier Trust Co. of Nevada Inc.1,445$25K0.0%+86.5%0.000%
4/21/2023Whittier Trust Co.39,612$675K0.0%-1.5%0.000%
4/20/2023 Miracle Mile Advisors LLC62,047$1.06M0.0%-8.0%0.000%
4/20/2023 David J Yvars Group47,608$811K0.7%-9.2%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.48,184$821K0.0%+3.2%0.000%
4/14/2023 Raymond James & Associates141,122$2.41M0.0%-2.2%0.000%
3/15/2023B. Riley Wealth Advisors Inc.38,798$635K0.0%+25.6%0.000%
3/6/2023Rockefeller Capital Management L.P.11,829$193K0.0%-43.5%0.000%
2/10/2023Bison Wealth LLC47,564$820K0.3%-8.2%0.000%
2/10/2023Sit Investment Associates Inc.34,152$559K0.0%-1.6%0.000%
2/9/2023Elequin Securities LLC4,258$70K0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.46,697$764K0.0%-2.8%0.000%
2/8/2023 Raymond James & Associates144,295$2.36M0.0%-17.1%0.000%
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2/8/2023Belpointe Asset Management LLC1,537$25K0.0%N/A0.000%
2/8/2023UBS Group AG332,247$5.44M0.0%-3.8%0.000%
2/8/2023Fiera Capital Corp110,175$1.80M0.0%+5.6%0.000%
2/7/2023Commonwealth Equity Services LLC10,004$163K0.0%-12.3%0.000%
2/7/2023 Regatta Capital Group LLC86,184$1.41M0.5%+22.3%0.000%
2/7/2023LPL Financial LLC94,174$1.54M0.0%-10.0%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC115,660$1.89M0.1%+5.2%0.000%
2/3/2023 Spire Wealth Management3,390$55K0.0%-16.1%0.000%
2/1/2023Private Portfolio Partners LLC16,288$266K0.1%-25.5%0.000%
2/1/2023 Walker Asset Management LLC50,518$826K0.7%-4.2%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, 66 institutional investors and hedge funds held shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($11.58M), UBS Group AG ($4.38M), LPL Financial LLC ($3.17M), Raymond James & Associates ($2.50M), Cooper Financial Group ($2.12M), Fiera Capital Corp ($1.84M), and U.S. Capital Wealth Advisors LLC ($1.57M).Learn more on GBAB's institutional investors.

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

Of the 53 institutional investors that purchased Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Walker Asset Management LLC ($3.22M), Guggenheim Capital LLC ($751.06K), Janney Montgomery Scott LLC ($262.82K), Cooper Financial Group ($141.16K), LPL Financial LLC ($100.24K), UBS Group AG ($78.31K), and Venture Visionary Partners LLC ($55.50K).

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

Institutional investors have bought a total of 5,223,708 shares in the last 24 months. This purchase volume represents approximately $89.64M in transactions.

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

Of the 40 institutional investors that sold Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($282.41K), Invictus Private Wealth LLC ($119.41K), UBS Group AG ($81.60K), Miracle Mile Advisors LLC ($55.42K), Raymond James & Associates ($53.17K), Alpha Cubed Investments LLC ($28.18K), and Regatta Capital Group LLC ($27.31K).

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

Institutional investors have sold a total of 923,271 shares in the last 24 months. This volume of shares sold represents approximately $14.98M in transactions.


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This page (NYSE:GBAB) was last updated on 4/25/2024 by MarketBeat.com Staff

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