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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$14.93 -0.16 (-1.06%)
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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%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
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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