Institutional Ownership Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
This table provides information about the institutional ownership of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,383,711
shares
|
$37.3 Million
0.0% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
253,759
shares
|
$3.97 Million
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
243,244
shares
|
$3.8 Million
0.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
238,512
shares
|
$3.73 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
237,247
shares
|
$3.71 Million
0.0% of portfolio
|
Q4 2024
Added 204.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
234,854
shares
|
$3.67 Million
0.0% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
194,767
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
191,438
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
184,771
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 537.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,112
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
140,304
shares
|
$2.19 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
134,298
shares
|
$2.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,865
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 263.88%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
117,933
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
117,521
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
113,402
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
93,084
shares
|
$1.45 Million
0.26% of portfolio
|
Q4 2024
Added 56.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
87,437
shares
|
$1.37 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
86,126
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
85,149
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
72,651
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
71,621
shares
|
$1.12 Million
0.31% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
68,357
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
68,330
shares
|
$1.07 Million
0.98% of portfolio
|
Q3 2023
Reduced 2.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
57,633
shares
|
$900,803
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|