GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

61 hedge funds and large institutions have $89M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WT
1
Whittier Trust
California
$1.94M
2
VVP
2
Venture Visionary Partners
Ohio
$1.98M
3
LPL Financial
3
LPL Financial
California
$5.29M
4
RJA
4
Raymond James & Associates
Florida
$2.88M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$252K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
BI
2
Bramshill Investments
Florida
$636K
3
Invesco
3
Invesco
Georgia
$2.5M
4
SWP
4
Significant Wealth Partners
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$4.26M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$622K 38,301 -8,726 -19%
DAS
27
Dynamic Advisor Solutions
Arizona
$618K 38,004 -1,274 -3%
PPP
28
Private Portfolio Partners
New Jersey
$613K 37,716 +11,721 +45%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$552K 33,952 +930 +3%
IPW
30
Invictus Private Wealth
Colorado
$414K 25,458 -4,613 -15%
PAG
31
Private Advisor Group
New Jersey
$379K 23,323 -2,894 -11%
Wells Fargo
32
Wells Fargo
California
$339K 20,864 -5,675 -21%
FAG
33
Fortitude Advisory Group
Washington
$309K 19,042 – –
RJT
34
Raymond James Trust
Florida
$305K 18,786 – –
CA
35
CoreCap Advisors
Michigan
$288K 17,715 +2,200 +14%
KAS
36
Kestra Advisory Services
Texas
$271K 16,693 -5,059 -23%
BRWA
37
B. Riley Wealth Advisors
Florida
$252K 16,192 +16,192 New
AWS
38
Atria Wealth Solutions
New York
$249K 15,342 +15,342 New
KWMG
39
King Wealth Management Group
Florida
$245K 15,049 -146 -1%
BG
40
Benedetti & Gucer
Georgia
$231K 14,186 +800 +6%
SCM
41
Schnieders Capital Management
California
$223K 13,750 – –
SWP
42
Stratos Wealth Partners
Ohio
$219K 13,488 – –
HighTower Advisors
43
HighTower Advisors
Illinois
$212K 13,058 +65 +0.5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$207K 12,742 +2,585 +25%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$203K 12,516 +12,516 New
CPSC
46
Carl P. Sherr & Co
Massachusetts
$184K 11,325 – –
SPC
47
Sigma Planning Corp
Michigan
$182K 11,207 +11,207 New
CHJWM
48
Carlton Hofferkamp & Jenks Wealth Management
Texas
$179K 11,450 -100 -0.9%
GLA
49
Good Life Advisors
Pennsylvania
$171K 10,535 – –
NS
50
NBC Securities
Alabama
$146K 9,006 +96 +1%
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