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 %
USCWA
76
U.S. Capital Wealth Advisors
Texas
– -$292K -16,594 Closed
BWA
77
Beam Wealth Advisors
Louisiana
– -$234K -13,336 Closed
MOS
78
MGO One Seven
Ohio
– -$192K -10,930 Closed
Jones Financial Companies
79
Jones Financial Companies
Missouri
– -$78.4K -4,480 Closed
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
– -$62.2K -3,540 Closed
GIA
81
GHP Investment Advisors
Colorado
– -$12.1K -689 Closed
LFG
82
Larson Financial Group
Missouri
– -$8.79K -500 Closed
GJWM
83
Gilliland Jeter Wealth Management
Arkansas
– -$4.08K -232 Closed
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