GBAB

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB

Overview Fund Activity

62 hedge funds and large institutions have $88.2M invested in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
WFA
2
WMG Financial Advisors
Tennessee
$273K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.59M
4
BWA
4
Beam Wealth Advisors
Louisiana
$218K
5
WAM
5
Wolverine Asset Management
Illinois
$208K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
PPP
2
Private Portfolio Partners
New Jersey
$0
3
LPL Financial
3
LPL Financial
California
$4.66M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$1.21M
5
UBS Group
5
UBS Group
Switzerland
$3.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$30.1K -$31.8K -2,000 -51%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$29K +$29K +1,800 New
IAIM
53
International Assets Investment Management
Florida
$15.9K +$15.9K +1,000 New
Comerica Bank
54
Comerica Bank
Texas
$9.54K -$23.9K -1,500 -71%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +500 New
OP
56
ORG Partners
Indiana
$6.75K +$598 +38 +10%
GJWM
57
Gilliland Jeter Wealth Management
Arkansas
$5.93K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$3.82K – – –
WTC
59
WhitTier Trust Company
Nevada
$2.78K – – –
LFG
60
Larson Financial Group
Missouri
$1.59K +$1.59K +100 New
SIS
61
Sound Income Strategies
Florida
$636 – – –
DFA
62
DHJJ Financial Advisors
Illinois
$159 – – –
BI
63
Bramshill Investments
Florida
– -$636K -39,109 Closed
PPP
64
Private Portfolio Partners
New Jersey
– -$613K -37,716 Closed
CA
65
CoreCap Advisors
Michigan
– -$288K -17,715 Closed
SCM
66
Schnieders Capital Management
California
– -$223K -13,750 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
– -$203K -12,516 Closed
FIA
68
FNY Investment Advisers
New York
– -$6 -400 Closed
AF
69
Allworth Financial
California
– -$2.7K -166 Closed
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