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.

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 %
CHJWM
51
Carlton Hofferkamp & Jenks Wealth Management
Texas
$166K -$15.8K -998 -9%
PWM
52
Palacios Wealth Management
Florida
$163K +$163K +10,431 New
Cohen & Steers
53
Cohen & Steers
New York
$152K +$152K +10,000 New
FFA
54
Farther Finance Advisors
California
$142K -$1.3M -85,757 -90%
VHAM
55
Van Hulzen Asset Management
California
$58.1K +$58.1K +3,825 New
FC
56
Fairscale Capital
New Hampshire
$31.7K – – –
EB
57
Eastern Bank
Massachusetts
$23.4K +$23.4K +1,538 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$15.2K -$15.2K -1,000 -50%
KTC
59
Kentucky Trust Company
Kentucky
$11.8K +$11.8K +775 New
EC
60
Elequin Capital
New York
$9.45K +$9.45K +622 New
Comerica Bank
61
Comerica Bank
Texas
$9.12K – – –
OP
62
ORG Partners
Indiana
$6.68K – – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$6.08K +$6.08K +400 New
SPIA
64
Steward Partners Investment Advisory
New York
$3.65K – – –
WTC
65
WhitTier Trust Company
Nevada
$2.66K – – –
SWM
66
Spire Wealth Management
Virginia
$1.75K -$30.4K -2,000 -95%
SIS
67
Sound Income Strategies
Florida
$608 – – –
NS
68
NBC Securities
Alabama
$159 -$149K -9,342 -100%
DFA
69
DHJJ Financial Advisors
Illinois
$152 – – –
IA
70
IFP Advisors
Florida
$122 +$122 +8 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$15 +$15 +1 New
GC
72
Guggenheim Capital
Illinois
– -$13.5M -768,984 Closed
AWS
73
Atria Wealth Solutions
New York
– -$355K -20,189 Closed
GLA
74
Good Life Advisors
Pennsylvania
– -$326K -18,530 Closed
IAIM
75
International Assets Investment Management
Florida
– -$1K -17,580 Closed
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