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

$15.12 +0.10 (+0.67%)
(As of 12/20/2024 04:33 PM ET)
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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)
29
Total
Institutional Inflows
(last 12 months)
$7.24M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.30M
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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
12/13/2024 B. 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%
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%
8/19/2024 B. 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%
5/16/2024 B. 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%
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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%
2/7/2024Private 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%
12/1/2023 B. 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%
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Ever heard of the “60-Second Trade”? It’s a unique cash flow strategy that lets regular traders target anywhere from $100 to a couple of thousand in extra cash flow in as little as 7 days… In on Monday, out on Friday!

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7/27/2023 B. Riley Wealth Advisors Inc.24,590$401K0.0%-20.6%0.000%
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%
(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 807,781 shares in the last 24 months. This volume of shares sold represents approximately $12.95M in transactions.


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This page (NYSE:GBAB) was last updated on 12/21/2024 by MarketBeat.com Staff
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