Free Trial
→ 24/7 Automated Profits in Crypto (From Crypto Swap Profits) (Ad) Free GBAB Stock Alerts

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

$15.66 +0.08 (+0.51%)
As of 03:59 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)
28
Total
Institutional Inflows
(last 12 months)
$6.59M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.67M
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
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%
1/17/2025 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%
11/20/2024Virtu 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%
10/29/2024 Janney 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%
10/23/2024 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%
10/22/2024Private 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%
10/15/2024NBC Securities Inc.9,352$164K0.0%-8.4%0.000%
10/8/2024Dynamic 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%
8/14/2024Fairscale Capital LLC2,087$34K0.0%N/A0.000%
8/7/2024Beam Wealth Advisors Inc.13,686$218K0.1%N/A0.000%
8/7/2024Wedbush Securities Inc.62,427$993K0.0%-6.1%0.000%
8/2/2024Wolverine Asset Management LLC13,113$208K0.0%N/A0.000%
7/30/2024WMG Financial Advisors LLC17,150$273K0.1%N/A0.000%
7/29/2024Whittier Trust Co.117,807$1.87M0.0%-1.4%0.000%
7/23/2024Xcel Wealth Management LLC67,071$1.07M0.3%+9.4%0.000%
7/16/2024JBR 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%
7/15/2024Dynamic Advisor Solutions LLC35,476$564K0.0%-6.7%0.000%
7/12/2024 Walker Asset Management LLC42,913$682K0.5%-8.9%0.000%
7/11/2024U.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%
5/9/2024JBR Co Financial Management Inc39,120$636K0.5%-6.9%0.000%
24/7 Automated Profits in Crypto (Ad)

What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast world of passive crypto income, where you set up a dependable income stream that works for you, whether you're at your computer or living your life.

>> Secure Your Spot On The Groundbreaking Workshop Here
5/7/2024Benedetti & Gucer Inc.14,186$231K0.1%+6.0%0.000%
5/3/2024Whittier 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%
5/1/2024Private Advisor Group LLC23,323$379K0.0%-11.0%0.000%
4/30/2024Commonwealth Equity Services LLC33,952$552K0.0%+2.8%0.000%
4/24/2024Spire Wealth Management3,890$63K0.0%+105.8%0.000%
4/23/2024Regatta 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%
2/12/2024Invictus 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%
2/6/2024Private Advisor Group LLC26,217$424K0.0%-8.4%0.000%
2/6/2024Spire Wealth Management1,890$30K0.0%-44.2%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC96,797$1.57M0.1%-5.8%0.000%
2/2/2024Schnieders Capital Management LLC13,750$223K0.0%-50.8%0.000%
2/1/2024Significant Wealth Partners LLC15,502$251K0.2%N/A0.000%
1/30/2024Bison Wealth LLC52,016$842K0.1%+19.1%0.000%
1/24/2024Venture Visionary Partners LLC55,500$899K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC16,190$262K0.0%N/A0.000%
1/22/2024Regatta 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%
1/16/2024CoreCap Advisors LLC15,515$251K0.0%+14.8%0.000%
1/16/2024 Cooper Financial Group141,157$2.29M0.4%+8.4%0.000%
1/11/2024Dynamic 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%
11/13/2023Bison Wealth LLC43,673$679K0.1%+2.6%0.000%
11/13/2023Bramshill Investments LLC95,942$1.49M0.2%-9.8%0.000%
11/13/2023Kestra Advisory Services LLC27,058$420K0.0%-8.8%0.000%
11/9/2023UBS 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%
11/4/2023NBC Securities Inc.8,762$136K0.0%N/A0.000%
10/30/2023Regatta 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%
10/27/2023Whittier 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%
10/17/2023Xcel Wealth Management LLC60,043$933K0.4%-17.4%0.000%
10/13/2023 Cooper Financial Group130,180$2.02M0.5%+238.4%0.000%
10/12/2023RVW Wealth LLC8,000$124K0.0%N/A0.000%
10/11/2023Dynamic Advisor Solutions LLC37,927$589K0.0%+9.5%0.000%
10/4/2023Invictus Private Wealth LLC149,478$2.32M0.3%+18.4%0.000%
9/12/2023Farther Finance Advisors LLC33,690$549K0.1%N/A0.000%
8/24/2023Invictus Private Wealth LLC126,293$2.06M0.2%+2.1%0.000%
8/15/2023Kenfarb & CO.70,010$1.14M1.0%-5.2%0.000%
24/7 Automated Profits in Crypto (Ad)

What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast world of passive crypto income, where you set up a dependable income stream that works for you, whether you're at your computer or living your life.

>> Secure Your Spot On The Groundbreaking Workshop Here
8/11/2023Kestra Advisory Services LLC29,675$484K0.0%+3.5%0.000%
8/10/2023Cetera Investment Advisers10,309$168K0.0%N/A0.000%
8/3/2023Dynamic Advisor Solutions LLC34,647$565K0.0%-6.3%0.000%
8/2/2023Bank of Montreal Can22,512$370K0.0%N/A0.000%
7/31/2023LPL Financial LLC194,412$3.17M0.0%+10.7%0.000%
7/31/2023Fortitude 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%
7/26/2023Xcel 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%
(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 ($2.04M), 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 ($165.35K), Cooper Financial Group ($126.11K), 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 1,131,717 shares in the last 24 months. This purchase volume represents approximately $18.52M 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), Regatta Capital Group LLC ($59.68K), Raymond James & Associates ($53.17K), U.S. Capital Wealth Advisors LLC ($38.88K), UBS Group AG ($31.81K), and Miracle Mile Advisors LLC ($26.98K).

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

Institutional investors have sold a total of 831,051 shares in the last 24 months. This volume of shares sold represents approximately $13.30M in transactions.


Related Companies

This page (NYSE:GBAB) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored