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 75 institutions that hold shares in the stock, with a total of 7.12 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
56,612
shares
|
$846,915
0.22% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
50,000
shares
|
$748,000
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
39,752
shares
|
$594,689
0.0% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
38,722
shares
|
$579,281
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
37,357
shares
|
$558,860
0.34% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
35,538
shares
|
$531,648
0.33% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
33,906
shares
|
$507,233
0.01% of portfolio
|
Q1 2025
Added 71.32%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
33,699
shares
|
$504,137
0.29% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
33,621
shares
|
$502,970
0.02% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
33,121
shares
|
$495,490
0.04% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
30,615
shares
|
$458,000
0.02% of portfolio
|
Q1 2025
Added 57.69%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,217
shares
|
$392,206
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
22,896
shares
|
$342,524
0.21% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
21,517
shares
|
$321,894
0.03% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
19,849
shares
|
$296,941
0.07% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
17,373
shares
|
$259,900
0.05% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
16,854
shares
|
$252,135
0.01% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
15,900
shares
|
$237,864
0.22% of portfolio
|
Q1 2025
Added 37.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$236,996
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
15,201
shares
|
$227,406
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
15,050
shares
|
$225,148
0.11% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
14,501
shares
|
$216,934
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,186
shares
|
$212,222
0.11% of portfolio
|
Q1 2024
Added 5.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,103
shares
|
$196,020
0.02% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
12,986
shares
|
$194,270
0.07% of portfolio
|
Q1 2025
New holding
|