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 71 institutions that hold shares in the stock, with a total of 5.88 Million shares, which have been reported (via 13F filing form) to have a value of $92.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
35,517
shares
|
$555,485
0.41% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
34,846
shares
|
$544,991
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
34,515
shares
|
$539,814
0.0% of portfolio
|
Q3 2024
Added 158.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
33,711
shares
|
$527,240
0.02% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
33,440
shares
|
$523,001
0.12% of portfolio
|
Q3 2024
Reduced 51.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
28,964
shares
|
$452,996
0.0% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
26,762
shares
|
$418,557
0.04% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
25,927
shares
|
$405,498
0.0% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
22,683
shares
|
$354,762
0.01% of portfolio
|
Q2 2024
Added 40.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
22,015
shares
|
$344,314
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
21,083
shares
|
$329,738
0.24% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,189
shares
|
$315,755
0.0% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
19,250
shares
|
$301,070
0.16% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
18,530
shares
|
$289,809
0.02% of portfolio
|
Q3 2024
Added 75.89%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
17,580
shares
|
$274,951
0.0% of portfolio
|
Q3 2024
Added 1658.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
16,594
shares
|
$259,530
0.01% of portfolio
|
Q3 2024
Reduced 78.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$247,768
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
15,115
shares
|
$236,398
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,186
shares
|
$221,869
0.11% of portfolio
|
Q1 2024
Added 5.98%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
13,665
shares
|
$213,720
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
13,336
shares
|
$208,575
0.07% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,156
shares
|
$205,759
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,850
shares
|
$185,334
0.0% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,755
shares
|
$183,848
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
11,462
shares
|
$179,265
0.07% of portfolio
|
Q3 2024
Added 0.1%
|