Free Trial
→ Why More Investors Are Using Family Trusts to Protect Their Wealth (From SmartAsset) (Ad)tc pixel Free GBAB Stock Alerts

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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$15.39 -0.12 (-0.77%)
As of 03:52 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
45
Total
Institutional Inflows
(last 12 months)
$36.86M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$13.95M
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
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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/15/2025 Bank 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%
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%
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%
(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 LPL Financial LLC ($6.11M), Sit Investment Associates Inc. ($5.04M), UBS Group AG ($4.38M), Bank of America Corp DE ($3.48M), Invesco Ltd. ($3.45M), 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 58 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. ($323.77K), LPL Financial LLC ($314.62K), Wells Fargo & Company MN ($155.81K), StoneX Group Inc. ($141.06K), Cooper Financial Group ($114.95K), and Whipplewood Advisors LLC ($107.63K).

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

Institutional investors have bought a total of 2,395,743 shares in the last 24 months. This purchase volume represents approximately $36.86M in transactions.

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

Of the 27 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. ($237.83K), 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), and Readystate Asset Management LP ($43.30K).

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

Institutional investors have sold a total of 905,115 shares in the last 24 months. This volume of shares sold represents approximately $13.95M in transactions.


Related Companies

This page (NYSE:GBAB) was last updated on 9/18/2025 by MarketBeat.com Staff
From Our Partners
REVEALED: Something Big Happening Behind White House Doors
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Why Peter Thiel Hid Gold in a Vault
Silicon Valley billionaires hiding gold in vaults? Peter Thiel’s Palantir quietly diverted tens of millions...
Golden Portfolio | Sponsoredtc pixel
What a Former CIA Agent Knows About the Coming Collapse
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel