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 74 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,911
shares
|
$178,545
0.0% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
11,325
shares
|
$169,761
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,315
shares
|
$169,611
0.0% of portfolio
|
Q1 2025
Reduced 21.34%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,464
shares
|
$156,855
0.06% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,053
shares
|
$150,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
9,448
shares
|
$141,625
0.0% of portfolio
|
Q1 2025
Reduced 82.95%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
6,636
shares
|
$99,473
0.02% of portfolio
|
Q1 2025
Added 966.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,880
shares
|
$43,171
0.0% of portfolio
|
Q1 2018
Reduced 94.97%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,115
shares
|
$31,703
0.0% of portfolio
|
Q1 2025
Added 1739.13%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,988
shares
|
$29,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,700
shares
|
$25,483
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,587
shares
|
$23,789
0.02% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,538
shares
|
$23,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,200
shares
|
$17,988
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,008
shares
|
$15,109
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
820
shares
|
$12,291
0.0% of portfolio
|
Q1 2025
Reduced 91.22%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
775
shares
|
$11,617
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
600
shares
|
$8,994
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
240
shares
|
$3,597
0.0% of portfolio
|
Q4 2022
Reduced 64.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
175
shares
|
$2,623
0.0% of portfolio
|
Q3 2023
Reduced 79.29%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
17
shares
|
$254
0.54% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$149
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|