GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

52 hedge funds and large institutions have $86.4M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
25
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$14.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.6M
3
RJA
3
Raymond James & Associates
Florida
$5.15M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$553K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.55M
2
BB
2
Busey Bank
Illinois
$0
3
Wells Fargo
3
Wells Fargo
California
$6.26M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
26
ELCO Management
New York
$486K -$4.93K -200 -1%
BW
27
Bison Wealth
Georgia
$395K – – –
Truist Financial
28
Truist Financial
North Carolina
$389K +$51.8K +2,100 +15%
CHJWM
29
Carlton Hofferkamp & Jenks Wealth Management
Texas
$380K – – –
WS
30
Wedbush Securities
California
$380K +$380K +15,412 New
KWMG
31
King Wealth Management Group
Florida
$353K -$7.4K -300 -2%
PPP
32
Private Portfolio Partners
New Jersey
$347K +$124K +5,026 +56%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$346K – – –
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$344K -$1.16K -47 -0.3%
HighTower Advisors
35
HighTower Advisors
Illinois
$339K +$28.8K +1,171 +9%
SPC
36
Sigma Planning Corp
Michigan
$328K +$3.73K +151 +1%
SWM
37
Spire Wealth Management
Virginia
$308K -$12.3K -500 -4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$298K +$58.8K +2,382 +25%
AWM
39
AE Wealth Management
Kansas
$272K +$272K +11,025 New
SCM
40
Schnieders Capital Management
California
$262K – – –
CA
41
Cetera Advisors
Colorado
$248K -$57.9K -2,347 -19%
AIA
42
Avalon Investment & Advisory
Texas
$213K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$131K +$16.1K +649 +14%
Citigroup
44
Citigroup
New York
$113K -$5.42K -220 -5%
NFG
45
Next Financial Group
Texas
$96K +$91.1K +3,680 +1,840%
GWM
46
Geneos Wealth Management
Colorado
$43K -$24.1K -1,003 -36%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$42K – – –
APA
48
American Portfolios Advisors
New York
$24.7K +$24.7K +1,000 New
WTC
49
WhitTier Trust Company
Nevada
$19K -$2.45K -100 -11%
AWA
50
Arkadios Wealth Advisors
Georgia
$17K +$13.7K +568 +409%
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