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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,791,792
shares
|
$43.2 Million
0.0% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
622,428
shares
|
$9.63 Million
0.2% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
419,195
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2025
Added 78.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
372,899
shares
|
$5.77 Million
0.0% of portfolio
|
Q3 2025
Added 61.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
365,757
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
236,102
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
190,913
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
186,823
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,112
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
139,520
shares
|
$2.16 Million
0.25% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
139,007
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,865
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 263.88%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
121,622
shares
|
$1.88 Million
0.07% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
106,278
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
102,001
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
100,924
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
100,514
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,844
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
93,084
shares
|
$1.44 Million
0.26% of portfolio
|
Q4 2024
Added 56.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
87,232
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
78,220
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
75,972
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
68,330
shares
|
$1.06 Million
0.98% of portfolio
|
Q3 2023
Reduced 2.4%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
65,171
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
63,050
shares
|
$975,383
0.01% of portfolio
|
Q3 2025
Added 21.12%
|
|