GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

63 hedge funds and large institutions have $88.1M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.7M
3
FFA
3
Farther Finance Advisors
California
$549K
4
LPL Financial
4
LPL Financial
California
$3.17M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$261K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$4.9M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
WT
3
Whittier Trust
California
$220K
4
MMA
4
Miracle Mile Advisors
California
$660K
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Cooper Financial Group
California
$627K +$160K +9,786 +34%
DAS
27
Dynamic Advisor Solutions
Arizona
$565K -$38K -2,329 -6%
FFA
28
Farther Finance Advisors
California
$549K +$549K +33,690 New
KAS
29
Kestra Advisory Services
Texas
$484K +$16.3K +1,002 +3%
PAG
30
Private Advisor Group
New Jersey
$463K +$3.54K +217 +0.8%
SCM
31
Schnieders Capital Management
California
$456K – – –
BRWA
32
B. Riley Wealth Advisors
Florida
$401K -$104K -6,393 -21%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$370K – – –
Baird Financial Group
34
Baird Financial Group
Wisconsin
$352K +$9.19K +564 +3%
RJT
35
Raymond James Trust
Florida
$306K – – –
FAG
36
Fortitude Advisory Group
Washington
$285K +$33.4K +2,047 +13%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$261K +$261K +15,990 New
KWMG
38
King Wealth Management Group
Florida
$250K +$798 +49 +0.3%
HighTower Advisors
39
HighTower Advisors
Illinois
$236K +$957 +59 +0.4%
WT
40
Whittier Trust
California
$220K -$425K -26,106 -66%
SWP
41
Stratos Wealth Partners
Ohio
$220K +$23.7K +1,455 +12%
CA
42
CoreCap Advisors
Michigan
$203K +$203K +12,465 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$202K +$2.09K +128 +1%
BG
44
Benedetti & Gucer
Georgia
$196K +$4.9K +300 +3%
CHJWM
45
Carlton Hofferkamp & Jenks Wealth Management
Texas
$194K -$3.22K -200 -2%
TIM
46
Triad Investment Management
California
$193K -$3.67K -225 -2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$191K – – –
CPSC
48
Carl P. Sherr & Co
Massachusetts
$185K – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$177K -$20K -1,231 -10%
GLA
50
Good Life Advisors
Pennsylvania
$172K – – –
1
2
3