GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

44 hedge funds and large institutions have $85.1M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.18M
2
FFA
2
First Foundation Advisors
California
$1.27M
3
MMA
3
Miracle Mile Advisors
California
$1.14M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.14M
5
Wells Fargo
5
Wells Fargo
California
$5.66M

Top Sellers

1
AIP
1
Ahrens Investment Partners
Louisiana
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
OA
3
Oxbow Advisors
Texas
$0
4
FAAS
4
First Allied Advisory Services
California
$0
5
BB
5
Busey Bank
Illinois
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$256K 11,661 +2,552 +28%
Truist Financial
27
Truist Financial
North Carolina
$255K 11,599 -400 -3%
BW
28
Bison Wealth
Georgia
$242K 11,000 +11,000 New
DAS
29
Dynamic Advisor Solutions
Arizona
$228K 10,359 -638 -6%
LPL Financial
30
LPL Financial
California
$220K 9,989 +1,027 +11%
BB
31
Busey Bank
Illinois
$209K 9,500 -9,370 -50%
KWMG
32
King Wealth Management Group
Florida
$205K 9,297 -2,100 -18%
FIA
33
FNY Investment Advisers
New York
$164K 7,466 +2,827 +61%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$94K 4,267 +1,017 +31%
Citigroup
35
Citigroup
New York
$66K 2,981 -2,816 -49%
SPIA
36
Steward Partners Investment Advisory
New York
$45K 2,088 +548 +36%
MWM
37
MBE Wealth Management
Wisconsin
$35K 1,627 +1,627 New
WTC
38
WhitTier Trust Company
Nevada
$33K 1,509 -1,445 -49%
FWM
39
FSA Wealth Management
Massachusetts
$18K 833 – –
GWM
40
Geneos Wealth Management
Colorado
$12K 600 +600 New
CTC
41
Central Trust Company
Missouri
$10K 433 +433 New
SIS
42
Sound Income Strategies
Florida
$8K 360 +360 New
PAM
43
Panagora Asset Management
Massachusetts
$5K 235 +21 +10%
NFG
44
Next Financial Group
Texas
$4K 200 – –
AIP
45
Ahrens Investment Partners
Louisiana
– – -21,700 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– – -11,247 Closed
OA
47
Oxbow Advisors
Texas
– – -9,900 Closed
FAAS
48
First Allied Advisory Services
California
– – -8,820 Closed
AIA
49
Avalon Investment & Advisory
Texas
– – -8,617 Closed
SIC
50
Samalin Investment Counsel
New York
– – -1,200 Closed
1
2
3