GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

57 hedge funds and large institutions have $70.1M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.34M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.73M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$1.67M
4
Invesco
4
Invesco
Georgia
$4.24M
5
LPL Financial
5
LPL Financial
California
$2.15M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.2M
4
AF
4
Advisornet Financial
Minnesota
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$694K +$65.8K +3,308 +10%
PAG
27
Private Advisor Group
New Jersey
$564K -$37K -1,862 -6%
PPP
28
Private Portfolio Partners
New Jersey
$507K +$58.1K +2,922 +13%
SCM
29
Schnieders Capital Management
California
$469K +$209K +10,500 +80%
Stifel Financial
30
Stifel Financial
Missouri
$450K -$48.2K -2,420 -10%
SWP
31
Stratos Wealth Partners
Ohio
$441K +$32.9K +1,655 +8%
EM
32
ELCO Management
New York
$402K – – –
RJT
33
Raymond James Trust
Florida
$388K -$276K -13,900 -42%
CA
34
CoreCap Advisors
Michigan
$352K – – –
AWM
35
AE Wealth Management
Kansas
$346K +$139K +6,970 +67%
KWMG
36
King Wealth Management Group
Florida
$309K -$13.9K -700 -4%
FAG
37
Fortitude Advisory Group
Washington
$288K +$12.3K +619 +4%
HighTower Advisors
38
HighTower Advisors
Illinois
$281K +$1.02K +51 +0.4%
CHJWM
39
Carlton Hofferkamp & Jenks Wealth Management
Texas
$263K +$24.9K +1,300 +10%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$260K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$242K +$53.2K +2,669 +28%
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$238K -$40.4K -2,034 -15%
Truist Financial
43
Truist Financial
North Carolina
$228K -$41.7K -2,100 -15%
BRWA
44
B. Riley Wealth Advisors
Florida
$216K +$25K +1,256 +13%
GLA
45
Good Life Advisors
Pennsylvania
$210K +$23.2K +1,165 +12%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$210K +$210K +10,582 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$207K -$41.8K -2,104 -17%
SWM
48
Spire Wealth Management
Virginia
$161K -$59.3K -2,975 -27%
AIP
49
Ahrens Investment Partners
Louisiana
$74K -$26K -1,300 -26%
APA
50
American Portfolios Advisors
New York
$57.3K – – –
1
2
3