Free Trial
→ Top 'Sleeping Giant' Crypto In The Market Now (From Crypto 101 Media) (Ad) Free GBAB Stock Alerts

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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$15.64 0.00 (0.00%)
(As of 01:12 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (NYSE:GBAB)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$7.24M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.40M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Virtu Financial LLC13,665$240K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC11,850$208K0.0%-9.9%0.000%
11/6/2024 Oppenheimer & Co. Inc.34,846$613K0.0%N/A0.000%
11/1/2024 Fiera Capital Corp113,402$1.99M0.0%+3.9%0.000%
10/30/2024 Invictus Private Wealth LLC26,762$470K0.0%+2.5%0.000%
10/29/2024 Janney Montgomery Scott LLC79,551$1.40M0.0%+14.4%0.000%
10/29/2024 Farther Finance Advisors LLC95,092$1.67M0.1%+4.1%0.000%
10/23/2024 Walker Asset Management LLC39,713$698K0.4%-7.5%0.000%
10/22/2024 International Assets Investment Management LLC17,580$3.09M0.0%+1,658.0%0.000%
10/22/2024 Private Advisor Group LLC25,927$456K0.0%+10.3%0.000%
10/22/2024 Xcel Wealth Management LLC71,521$1.26M0.4%+6.6%0.000%
10/18/2024Raymond James & Associates183,112$3.22M0.0%+3.4%0.000%
10/16/2024 Good Life Advisors LLC18,530$326K0.0%+75.9%0.000%
10/15/2024 Regatta Capital Group LLC33,440$588K0.1%-52.0%0.000%
10/15/2024 NBC Securities Inc.9,352$164K0.0%-8.4%0.000%
10/8/2024 Dynamic 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%
8/14/2024 Fairscale Capital LLC2,087$34K0.0%N/A0.000%
8/7/2024 Beam Wealth Advisors Inc.13,686$218K0.1%N/A0.000%
8/7/2024 Wedbush Securities Inc.62,427$993K0.0%-6.1%0.000%
8/2/2024 Wolverine Asset Management LLC13,113$208K0.0%N/A0.000%
7/30/2024 WMG Financial Advisors LLC17,150$273K0.1%N/A0.000%
7/29/2024 Whittier Trust Co.117,807$1.87M0.0%-1.4%0.000%
7/23/2024 Xcel Wealth Management LLC67,071$1.07M0.3%+9.4%0.000%
7/16/2024 JBR Co Financial Management Inc35,517$565K0.4%-9.2%0.000%
7/16/2024 Cooper Financial Group141,398$2.25M0.3%+8.6%0.000%
7/15/2024 Dynamic Advisor Solutions LLC35,476$564K0.0%-6.7%0.000%
7/12/2024 Walker Asset Management LLC42,913$682K0.5%-8.9%0.000%
7/11/2024 U.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%
5/9/2024 JBR Co Financial Management Inc39,120$636K0.5%-6.9%0.000%
5/7/2024Benedetti & Gucer Inc.14,186$231K0.1%+6.0%0.000%
5/3/2024 Whittier Trust Co.119,422$1.94M0.0%+105.7%0.000%
5/1/2024 Janney Montgomery Scott LLC65,910$1.07M0.0%-2.3%0.000%
5/1/2024 Private Advisor Group LLC23,323$379K0.0%-11.0%0.000%
4/30/2024Commonwealth Equity Services LLC33,952$552K0.0%+2.8%0.000%
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%
Trump won. Buy this coin now. (Ad)

Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.

This could be his favorite coin.
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%
2/12/2024 Invictus Private Wealth LLC30,071$487K0.0%-79.9%0.000%
2/8/2024 Janney Montgomery Scott LLC67,491$1.09M0.0%-5.5%0.000%
2/7/2024Private Portfolio Partners LLC25,995$421K0.1%+153.7%0.000%
2/6/2024 Private Advisor Group LLC26,217$424K0.0%-8.4%0.000%
2/6/2024 Spire Wealth Management1,890$30K0.0%-44.2%0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC96,797$1.57M0.1%-5.8%0.000%
2/2/2024 Schnieders Capital Management LLC13,750$223K0.0%-50.8%0.000%
2/1/2024 Significant Wealth Partners LLC15,502$251K0.2%N/A0.000%
1/30/2024 Bison Wealth LLC52,016$842K0.1%+19.1%0.000%
1/24/2024 Venture 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%
1/16/2024Raymond James Financial Services Advisors Inc.47,027$761K0.0%-5.1%0.000%
1/16/2024Raymond James & Associates154,383$2.50M0.0%+27.8%0.000%
1/16/2024 CoreCap 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%
11/13/2023 Bison Wealth LLC43,673$679K0.1%+2.6%0.000%
11/13/2023 Bramshill Investments LLC95,942$1.49M0.2%-9.8%0.000%
11/13/2023 Kestra Advisory Services LLC27,058$420K0.0%-8.8%0.000%
11/9/2023 UBS Group AG281,618$4.38M0.0%-6.3%0.000%
11/8/2023 Janney 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%
10/27/2023 Whittier Trust Co.57,759$898K0.0%+327.7%0.000%
10/26/2023Cambridge Trust Co.2,500$39K0.0%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.49,550$770K0.0%-6.5%0.000%
10/24/2023Raymond 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%
10/11/2023 Dynamic Advisor Solutions LLC37,927$589K0.0%+9.5%0.000%
10/4/2023 Invictus Private Wealth LLC149,478$2.32M0.3%+18.4%0.000%
9/12/2023 Farther Finance Advisors LLC33,690$549K0.1%N/A0.000%
8/24/2023 Invictus Private Wealth LLC126,293$2.06M0.2%+2.1%0.000%
8/15/2023Kenfarb & CO.70,010$1.14M1.0%-5.2%0.000%
8/11/2023 Kestra Advisory Services LLC29,675$484K0.0%+3.5%0.000%
8/10/2023 Cetera Investment Advisers10,309$168K0.0%N/A0.000%
8/3/2023 Dynamic Advisor Solutions LLC34,647$565K0.0%-6.3%0.000%
8/2/2023 Bank of Montreal Can22,512$370K0.0%N/A0.000%
7/31/2023 LPL Financial LLC194,412$3.17M0.0%+10.7%0.000%
7/31/2023 Fortitude 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%
Trump won. Buy this coin now. (Ad)

Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.

This could be his favorite coin.
7/26/2023 Xcel Wealth Management LLC72,710$1.19M0.4%+6.1%0.000%
7/26/2023 Janney Montgomery Scott LLC349,896$5.70M0.0%+45.1%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.53,015$864K0.0%+10.0%0.000%
7/25/2023Raymond James & Associates131,806$2.15M0.0%-6.6%0.000%
7/18/2023Stratos 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%
6/5/2023 Invictus Private Wealth LLC123,681$2.11M0.2%+5.1%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, 63 institutional investors and hedge funds held shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust. The most heavily invested institutionals were UBS Group AG ($4.38M), Raymond James & Associates ($3.22M), LPL Financial LLC ($3.17M), International Assets Investment Management LLC ($3.09M), Cooper Financial Group ($2.25M), Fiera Capital Corp ($1.99M), and Whittier Trust Co. ($1.87M).Learn more on GBAB's institutional investors.

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

Of the 49 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: Janney Montgomery Scott LLC ($159.75K), Cooper Financial Group ($152.34K), Whittier Trust Co. ($105.61K), LPL Financial LLC ($100.24K), Venture Visionary Partners LLC ($55.50K), Raymond James & Associates ($39.50K), and Farther Finance Advisors LLC ($37.46K).

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

Institutional investors have bought a total of 1,149,429 shares in the last 24 months. This purchase volume represents approximately $18.82M in transactions.

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

Of the 38 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 ($283.99K), Invictus Private Wealth LLC ($119.41K), Raymond James & Associates ($53.17K), Regatta Capital Group LLC ($49.93K), U.S. Capital Wealth Advisors LLC ($38.88K), UBS Group AG ($31.81K), and Miracle Mile Advisors LLC ($29.58K).

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

Institutional investors have sold a total of 806,038 shares in the last 24 months. This volume of shares sold represents approximately $12.92M in transactions.


Related Companies

This page (NYSE:GBAB) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored