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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,544
shares
|
$188,160
0.02% of portfolio
|
Q1 2025
Added 125340.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,033
shares
|
$180,495
0.01% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,911
shares
|
$178,665
0.0% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
11,325
shares
|
$169,875
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,464
shares
|
$156,960
0.06% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
10,431
shares
|
$156,465
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$150,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,825
shares
|
$57,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,880
shares
|
$43,200
0.0% of portfolio
|
Q1 2018
Reduced 94.97%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
2,087
shares
|
$31,305
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,700
shares
|
$25,500
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,538
shares
|
$23,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,008
shares
|
$15,120
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$15,000
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
820
shares
|
$12,300
0.0% of portfolio
|
Q1 2025
Reduced 91.22%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
775
shares
|
$11,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
622
shares
|
$9,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
600
shares
|
$9,000
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
438
shares
|
$6,570
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
400
shares
|
$6,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
240
shares
|
$3,600
0.0% of portfolio
|
Q4 2022
Reduced 64.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
175
shares
|
$2,625
0.0% of portfolio
|
Q3 2023
Reduced 79.29%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
115
shares
|
$1,725
0.0% of portfolio
|
Q4 2024
Reduced 94.56%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
40
shares
|
$600
0.0% of portfolio
|
Q3 2021
Reduced 88.89%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
17
shares
|
$255
0.54% of portfolio
|
Q1 2025
Reduced 99.97%
|