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

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust logo
$15.25 -0.02 (-0.14%)
Closing price 08/22/2025 03:59 PM Eastern
Extended Trading
$15.24 0.00 (-0.02%)
As of 08/22/2025 04:10 PM 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 Polygon.io. Learn more.
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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)
46
Total
Institutional Inflows
(last 12 months)
$37.06M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.85M
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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
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%
5/15/2025 Royal Bank of Canada83,876$1.30M0.0%-66.9%0.000%
5/14/2025 Venture Visionary Partners LLC121,622$1.89M0.1%-50.0%0.000%
5/13/2025 Elequin Capital LP6,636$103K0.0%+966.9%0.000%
5/13/2025 Raymond James Financial Inc.432,063$6.72M0.0%+81.1%0.000%
5/13/2025 Sit Investment Associates Inc.323,774$5.04M0.1%+345.7%0.000%
5/13/2025 HighTower Advisors LLC11,315$176K0.0%-21.3%0.000%
5/12/2025 Cooper Financial Group127,377$1.98M0.3%-5.2%0.000%
5/12/2025 Wolverine Asset Management LLC9,448$147K0.0%-83.0%0.000%
5/12/2025 Savvy Advisors Inc.96,867$1.51M0.2%+10.8%0.000%
5/12/2025 Beam Wealth Advisors Inc.12,986$202K0.1%N/A0.000%
5/7/2025 LPL Financial LLC392,592$6.11M0.0%+65.5%0.000%
5/7/2025 Intellus Advisors LLC17,373$270K0.0%+12.7%0.000%
5/6/2025 Cetera Investment Advisers39,752$618K0.0%+14.7%0.000%
5/6/2025 Wedbush Securities Inc.70,548$1.10M0.0%+3.2%0.000%
5/6/2025 Readystate Asset Management LP74,630$1.16M0.0%-36.7%0.000%
4/28/2025 Xcel Wealth Management LLC69,121$1.08M0.3%-3.5%0.000%
4/23/2025 Spire Wealth Management2,115$33K0.0%+1,739.1%0.000%
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4/23/2025 Oppenheimer & Co. Inc.33,906$527K0.0%+71.3%0.000%
4/21/2025 JBR Co Financial Management Inc37,357$581K0.3%+15.0%0.000%
4/17/2025 Fortitude Advisory Group L.L.C.22,896$342K0.2%+5.6%0.000%
4/17/2025 Janney Montgomery Scott LLC94,279$1.47M0.0%+10.7%0.000%
4/17/2025 David J Yvars Group33,389$517K0.4%-9.0%0.000%
4/17/2025 Dynamic Advisor Solutions LLC38,324$596K0.0%+4.6%0.000%
4/15/2025Noble Wealth Management PBC15,900$247K0.2%+37.1%0.000%
4/9/2025 NBC Securities Inc.12,544$195K0.0%+125,340.0%0.000%
2/25/2025 B. Riley Wealth Advisors Inc.16,854$256K0.0%-19.5%0.000%
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%
2/14/2025Bison Wealth LLC56,612$861K0.1%+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%
2/12/2025Private 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%
2/5/2025Noble 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%
12/13/2024 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%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
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%
(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, 70 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 2,407,843 shares in the last 24 months. This purchase volume represents approximately $37.06M in transactions.

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

Of the 26 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 898,450 shares in the last 24 months. This volume of shares sold represents approximately $13.85M in transactions.


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This page (NYSE:GBAB) was last updated on 8/24/2025 by MarketBeat.com Staff
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