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 6.58 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
56,612
shares
|
$873,523
0.22% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
55,419
shares
|
$855,115
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
55,157
shares
|
$851,072
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
38,213
shares
|
$589,626
0.39% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,752
shares
|
$582,513
0.0% of portfolio
|
Q4 2024
Reduced 22.5%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
36,688
shares
|
$566,095
0.36% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
36,627
shares
|
$565,154
0.02% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
34,663
shares
|
$534,850
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
32,497
shares
|
$501,428
0.3% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,123
shares
|
$403,077
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
23,692
shares
|
$365,567
0.07% of portfolio
|
Q4 2024
Reduced 29.15%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
21,676
shares
|
$334,460
0.2% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,946
shares
|
$323,196
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
|
$307,658
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,791
shares
|
$305,375
0.0% of portfolio
|
Q4 2024
Reduced 43.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
19,415
shares
|
$299,573
0.01% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
17,497
shares
|
$269,978
0.01% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
17,322
shares
|
$267,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
16,854
shares
|
$260,057
0.01% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$244,442
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,839
shares
|
$244,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
15,418
shares
|
$237,899
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
15,119
shares
|
$233,286
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
15,050
shares
|
$232,221
0.11% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,384
shares
|
$221,945
0.0% of portfolio
|
Q4 2024
Added 21.38%
|