Free Trial
Your $100 Credit Is Waiting! Get MarketBeat All Access Today
Lock In $149
Claim MarketBeat All Access Sale Promotion

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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$13.69 -0.09 (-0.65%)
Closing price 05/18/2026 03:59 PM Eastern
Extended Trading
$13.70 +0.02 (+0.11%)
As of 03:59 AM 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)
34
Total
Institutional Inflows
(last 12 months)
$14.03M
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
5/18/2026 Royal Bank of Canada89,385$1.30M0.0%+6.6%0.000%
5/13/2026 Cetera Investment Advisers56,395$818K0.0%+2.7%0.000%
4/27/2026 Integrity Wealth Partners LLC17,543$254K0.2%N/A0.000%
4/27/2026 Private Advisor Group LLC23,818$345K0.0%-7.2%0.000%
4/22/2026 Janney 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%
2/25/2026 Sit Investment Associates Inc.696,506$10.39M0.2%+11.9%0.000%
2/19/2026 Invesco Ltd.194,379$2.90M0.0%-17.7%0.000%
2/18/2026 Readystate Asset Management LP93,845$1.40M0.1%N/A0.000%
2/17/2026 Cetera Investment Advisers54,908$819K0.0%+27.6%0.000%
2/17/2026 Osaic Holdings Inc.108,780$1.62M0.0%+10.1%0.000%
2/17/2026 Royal Bank of Canada83,870$1.25M0.0%+7.2%0.000%
2/13/2026 Kestra Advisory Services LLC6,038$90K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp55,936$835K0.0%+5.1%0.000%
2/13/2026 Invictus Private Wealth LLC12,506$187K0.0%+14.9%0.000%
2/13/2026 Wells Fargo & Company MN334,035$4.98M0.0%-8.7%0.000%
2/12/2026 Jane Street Group LLC20,948$313K0.0%+36.8%0.000%
2/12/2026 Commonwealth Equity Services LLC48,285$720K0.0%+4.0%0.000%
2/12/2026 StoneX Group Inc.111,324$1.66M0.1%-19.9%0.000%
2/11/2026 Janney Montgomery Scott LLC88,977$1.33M0.0%-12.8%0.000%
2/11/2026 LPL Financial LLC448,415$6.69M0.0%+7.0%0.000%
2/11/2026 Fiera Capital Corp140,705$2.10M0.0%+32.4%0.000%
2/6/2026 Intellus Advisors LLC31,498$470K0.1%+18.7%0.000%
2/3/2026 Morse Asset Management Inc49,987$746K0.1%+105.2%0.000%
2/2/2026 Oppenheimer & Co. Inc.41,454$618K0.0%-34.3%0.000%
1/29/2026 UBS 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%
1/20/2026 Savvy 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%
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%
11/18/2025 Advisory Services Network LLC2,271$35K0.0%N/A0.000%
11/17/2025 Morse Asset Management Inc24,357$379K0.1%N/A0.000%
11/17/2025Bank of America Corp DE372,899$5.81M0.0%+61.4%0.000%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
11/14/2025 Raymond James Financial Inc.190,913$2.97M0.0%-1.7%0.000%
11/13/2025 Invesco Ltd.236,102$3.68M0.0%+3.0%0.000%
11/13/2025 UBS Group AG186,823$2.91M0.0%-6.9%0.000%
11/13/2025 Intellus Advisors LLC26,525$413K0.1%+41.0%0.000%
11/12/2025 Mosaic Family Wealth Partners LLC11,634$181K0.0%N/A0.000%
11/10/2025 Invictus Private Wealth LLC10,882$170K0.0%N/A0.000%
11/7/2025 Fiera 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%
11/6/2025 Savvy Advisors Inc.87,232$1.36M0.1%-7.1%0.000%
11/6/2025 Oppenheimer & Co. Inc.63,050$982K0.0%+21.1%0.000%
11/5/2025 Envestnet 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%
9/4/2025 Osaic Holdings Inc.91,323$1.37M0.0%-6.8%0.000%
8/15/2025 Balyasny 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%
8/14/2025 Jane Street Group LLC12,561$189K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.194,229$2.92M0.0%-55.0%0.000%
8/13/2025 StoneX 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%
8/13/2025 Invesco Ltd.229,223$3.45M0.0%+17.9%0.000%
8/12/2025 Intellus Advisors LLC18,806$283K0.0%+8.2%0.000%
8/8/2025 Cetera Investment Advisers44,315$666K0.0%+11.5%0.000%
8/8/2025 Fiera Capital Corp111,605$1.68M0.0%-1.6%0.000%
8/7/2025 Allworth Financial LP7,000$105K0.0%N/A0.000%
8/6/2025 Wedbush Securities Inc.72,785$1.10M0.0%+3.2%0.000%
8/4/2025 Wolverine Asset Management LLC40,339$607K0.0%+327.0%0.000%
8/4/2025 Savvy 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%
7/29/2025 Stratos 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%
7/17/2025 Janney 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%
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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%


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), LPL Financial LLC ($6.69M), Bank of America Corp DE ($5.81M), 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 ($168.87K), Wells Fargo & Company MN ($155.81K), StoneX Group Inc. ($141.06K), and Whipplewood Advisors LLC ($107.63K).

Institutional investors have bought a total of 929,707 shares in the last 24 months. This purchase volume represents approximately $14.03M 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 5/19/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Why this tiny stock may move before the SpaceX IPO drops
The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Is the SpaceX IPO “Rigged?”
The SpaceX IPO filing is official, with 21 banks - including JPMorgan, Goldman Sachs, and Morgan Stanley - pre...
The Oxford Club | Sponsoredtc pixel