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 73 institutions that hold shares in the stock, with a total of 7.69 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
56,612
shares
|
$875,787
0.22% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
53,208
shares
|
$823,127
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
52,760
shares
|
$816,197
0.54% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
46,408
shares
|
$717,931
0.0% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
43,037
shares
|
$665,782
0.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
35,737
shares
|
$552,851
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
33,091
shares
|
$511,917
0.28% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
32,958
shares
|
$509,860
0.32% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
32,057
shares
|
$495,921
0.21% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
26,525
shares
|
$410,341
0.06% of portfolio
|
Q3 2025
Added 41.05%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
25,514
shares
|
$394,701
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
24,770
shares
|
$383,191
0.01% of portfolio
|
Q3 2025
Reduced 26.33%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
24,357
shares
|
$376,802
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
22,896
shares
|
$354,201
0.2% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
20,597
shares
|
$318,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,630
shares
|
$288,206
0.02% of portfolio
|
Q3 2025
Added 42.18%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
17,169
shares
|
$265,604
0.05% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
15,900
shares
|
$245,973
0.22% of portfolio
|
Q1 2025
Added 37.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$245,075
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,314
shares
|
$236,907
0.0% of portfolio
|
Q3 2025
Added 21.92%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
14,250
shares
|
$220,447
0.08% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,186
shares
|
$219,457
0.11% of portfolio
|
Q1 2024
Added 5.98%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
14,054
shares
|
$217,415
0.02% of portfolio
|
Q3 2025
Reduced 57.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,911
shares
|
$199,733
0.0% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,634
shares
|
$179,977
0.02% of portfolio
|
Q3 2025
New holding
|
|