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 78 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $97.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
56,612
shares
|
$849,180
0.22% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
55,419
shares
|
$831,285
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
38,324
shares
|
$574,860
0.02% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
38,213
shares
|
$573,195
0.39% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,752
shares
|
$566,280
0.0% of portfolio
|
Q4 2024
Reduced 22.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
34,663
shares
|
$519,945
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
33,389
shares
|
$500,835
0.41% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
32,497
shares
|
$487,455
0.3% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,123
shares
|
$391,845
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
22,896
shares
|
$343,440
0.24% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,946
shares
|
$314,190
0.02% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
19,939
shares
|
$299,085
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,791
shares
|
$296,865
0.0% of portfolio
|
Q4 2024
Reduced 43.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
19,415
shares
|
$291,225
0.01% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
17,497
shares
|
$262,455
0.01% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
17,322
shares
|
$259,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
16,854
shares
|
$252,810
0.01% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
15,900
shares
|
$238,500
0.22% of portfolio
|
Q1 2025
Added 37.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$237,630
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,839
shares
|
$237,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
15,418
shares
|
$231,270
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
15,119
shares
|
$226,785
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
15,050
shares
|
$225,750
0.11% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,384
shares
|
$215,760
0.0% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,186
shares
|
$212,790
0.11% of portfolio
|
Q1 2024
Added 5.98%
|