GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

52 hedge funds and large institutions have $76.4M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACI
1
Alpha Cubed Investments
California
$1.99M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.8M
4
UBS Group
4
UBS Group
Switzerland
$11.9M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$328K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
CFG
3
Cooper Financial Group
California
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.31M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Arkadios Wealth Advisors
Georgia
$3K 139 -58 -29%
PAM
52
Panagora Asset Management
Massachusetts
$1K 49 +6 +14%
MML Investors Services
53
MML Investors Services
Massachusetts
– – -20,206 Closed
CFG
54
Cooper Financial Group
California
– – -12,999 Closed
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
– – -9,910 Closed
FPCG
56
Fort Pitt Capital Group
Pennsylvania
– – -900 Closed
FWM
57
FSA Wealth Management
Massachusetts
– – -833 Closed
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
– – -533 Closed
Fidelity Investments
59
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
60
Concourse Financial Group Securities
Alabama
– – – –
1 2
3