GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

71 hedge funds and large institutions have $92.1M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
19
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
LPL Financial
2
LPL Financial
California
$3.61M
3
Wells Fargo
3
Wells Fargo
California
$2.81M
4
SG
4
StoneX Group
New York
$2.13M
5
RAM
5
Readystate Asset Management
Illinois
$1.79M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
FFA
2
Farther Finance Advisors
California
$142K
3
UBS Group
3
UBS Group
Switzerland
$2.91M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
GLA
5
Good Life Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Walker Asset Management
Missouri
$581K -$22.8K -1,500 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$574K -$167K -10,958 -22%
DJYG
28
David J. Yvars Group
Florida
$558K -$108K -7,124 -16%
DAS
29
Dynamic Advisor Solutions
Arizona
$557K +$44.3K +2,916 +9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$527K +$2.25K +148 +0.4%
JCFM
31
JBR Co Financial Management
Oklahoma
$494K -$45.9K -3,020 -9%
PAG
32
Private Advisor Group
New Jersey
$397K +$2.98K +196 +0.8%
RCG
33
Regatta Capital Group
California
$360K -$148K -9,748 -29%
FAG
34
Fortitude Advisory Group
Washington
$329K +$9.01K +593 +3%
IPW
35
Invictus Private Wealth
Colorado
$318K -$88.4K -5,816 -22%
LSIA
36
LaSalle St. Investment Advisors
Illinois
$303K +$303K +19,939 New
OC
37
Oppenheimer & Co
New York
$301K -$229K -15,055 -43%
CA
38
CoreCap Advisors
Michigan
$295K -$39.5K -2,600 -12%
VF
39
Virtu Financial
New York
$266K +$58.3K +3,832 +28%
Nomura Holdings
40
Nomura Holdings
Japan
$263K +$263K +17,322 New
BRWA
41
B. Riley Wealth Advisors
Florida
$256K -$62.1K -4,086 -20%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$241K +$241K +15,839 New
IA
43
Intellus Advisors
Florida
$234K +$234K +15,418 New
KWMG
44
King Wealth Management Group
Florida
$230K +$61 +4 +0%
WFA
45
WMG Financial Advisors
Tennessee
$229K -$63.8K -4,200 -22%
HighTower Advisors
46
HighTower Advisors
Illinois
$219K +$38.5K +2,534 +21%
SPC
47
Sigma Planning Corp
Michigan
$183K +$4.23K +278 +2%
SWP
48
Stratos Wealth Partners
Ohio
$181K -$18.9K -1,245 -9%
NWMP
49
Noble Wealth Management PBC
Colorado
$176K +$176K +11,600 New
CPSC
50
Carl P. Sherr & Co
Massachusetts
$172K – – –
1
2
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