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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$15.61 +0.06 (+0.39%)
As of 02/21/2025 04:00 PM Eastern
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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)
42
Total
Institutional Inflows
(last 12 months)
$25.82M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$4.10M
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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
2/17/2025 Nomura Holdings Inc.17,322$263K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC19,415$295K0.0%-11.8%0.000%
2/17/2025 Bank of America Corp DE234,854$3.57M0.0%+13.0%0.000%
2/14/2025 Bison Wealth LLC56,612$861K0.2%+8.1%0.000%
2/13/2025 LaSalle St. Investment Advisors LLC19,939$303K0.1%N/A0.000%
2/13/2025 Cohen & Steers Inc.10,000$152K0.0%N/A0.000%
2/13/2025 Savvy Advisors Inc.87,437$1.33M0.2%N/A0.000%
2/13/2025 Raymond James Financial Inc.238,512$3.63M0.0%N/A0.000%
2/13/2025 Invesco Ltd.194,767$2.96M0.0%+14.5%0.000%
2/13/2025 Sit Investment Associates Inc.72,651$1.10M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN184,771$2.81M0.0%+537.9%0.000%
2/12/2025 Private Portfolio Partners LLC93,084$1.42M0.3%+56.7%0.000%
2/12/2025 StoneX Group Inc.140,304$2.13M0.1%N/A0.000%
2/11/2025 LPL Financial LLC237,247$3.61M0.0%+204.3%0.000%
2/11/2025 Intellus Advisors LLC15,418$234K0.0%N/A0.000%
2/11/2025 Virtu Financial LLC17,497$266K0.0%+28.0%0.000%
2/10/2025 Commonwealth Equity Services LLC37,752$574K0.0%-22.5%0.000%
2/10/2025 Farther Finance Advisors LLC9,335$142K0.0%-90.2%0.000%
2/7/2025 HighTower Advisors LLC14,384$219K0.0%+21.4%0.000%
2/6/2025 Raymond James Financial Inc.238,512$3.63M0.0%N/A0.000%
2/6/2025 Carlton Hofferkamp & Jenks Wealth Management LLC10,464$166K0.1%-8.7%0.000%
2/6/2025 WMG Financial Advisors LLC15,050$229K0.1%-21.8%0.000%
2/5/2025 Noble Wealth Management PBC11,600$176K0.1%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.19,791$301K0.0%-43.2%0.000%
2/5/2025 Whipplewood Advisors LLC55,157$838K0.5%N/A0.000%
2/4/2025 JBR Co Financial Management Inc32,497$494K0.3%-8.5%0.000%
2/3/2025 Wolverine Asset Management LLC55,419$842K0.0%N/A0.000%
1/30/2025 Palacios Wealth Management LLC10,431$163K0.2%N/A0.000%
1/27/2025 Stratos Wealth Partners LTD.11,911$181K0.0%-9.5%0.000%
1/21/2025 Regatta Capital Group LLC23,692$360K0.1%-29.2%0.000%
1/21/2025 Dynamic Advisor Solutions LLC36,627$557K0.0%+8.6%0.000%
1/17/2025 Janney Montgomery Scott LLC85,149$1.29M0.0%+7.0%0.000%
1/15/2025 Walker Asset Management LLC38,213$581K0.4%-3.8%0.000%
1/14/2025 David J Yvars Group36,688$558K0.3%-16.3%0.000%
1/13/2025 Cooper 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%
11/20/2024 Virtu 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%
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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%
9/5/2024 Sanctuary 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%
5/9/2024 Private 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%
4/30/2024 Commonwealth 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%
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%
2/7/2024 Private 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%
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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%
(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, 71 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 Financial Inc. ($3.63M), LPL Financial LLC ($3.61M), Bank of America Corp DE ($3.57M), Raymond James & Associates ($3.22M), International Assets Investment Management LLC ($3.09M), and Invesco Ltd. ($2.96M).Learn more on GBAB's institutional investors.

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

Of the 59 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: Raymond James Financial Inc. ($477.02K), LPL Financial LLC ($259.52K), Janney Montgomery Scott LLC ($156.52K), Wells Fargo & Company MN ($155.81K), StoneX Group Inc. ($140.30K), Cooper Financial Group ($126.11K), and Whittier Trust Co. ($105.61K).

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

Institutional investors have bought a total of 2,469,837 shares in the last 24 months. This purchase volume represents approximately $38.81M in transactions.

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

Of the 36 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), Farther Finance Advisors LLC ($85.76K), Regatta Capital Group LLC ($59.68K), U.S. Capital Wealth Advisors LLC ($38.88K), Miracle Mile Advisors LLC ($26.98K), and Cooper Financial Group ($24.95K).

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

Institutional investors have sold a total of 865,506 shares in the last 24 months. This volume of shares sold represents approximately $13.72M in transactions.


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This page (NYSE:GBAB) was last updated on 2/22/2025 by MarketBeat.com Staff
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