G
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB • NYSE
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust is a publicly traded company on NYSE. As of Q3 2025, 53 institutional investors hold shares in this company, with total holdings valued at $93.9M. MORGAN STANLEY is the largest holder with a position valued at $43.5M.
Websiteguggenheiminvestments.com
Overview
Overview of institutional ownership in GBAB as of Q3 2025
All Institutions
- Institutions
- 53
- Value Held
- $93.9M
- Shares Held
- 6.1M
- Avg Position
- $1.8M
- Median Position
- $356.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in GBAB as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $43.5M 0.00% of portfolio |
L LPL Financial LLC Institution | $6.5M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $5.8M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $5.7M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $3.7M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.0M 0.00% of portfolio |
 UBS Group AG Institution | $2.9M 0.00% of portfolio |
 Cooper Financial Group RIA/Wealth | $2.2M 0.24% of portfolio |
 INTL FCSTONE INC. Institution | $2.2M 0.10% of portfolio |
 Venture Visionary Partners LLC RIA/Wealth | $1.9M 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for GBAB in Q3 2025
- Traded
- +$5.5M
- Buyers
- 24
- Sellers
- 21
- Total Bought
- +$9.1M
- Total Sold
- −$3.6M
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$2.9M +184.3K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.2M +141.8K shares |
MORGAN STANLEY RIA/Wealth | +$1.7M +107.1K shares |
 Morse Asset Management, Inc RIA/Wealth | +$379.5K +24.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$320.9K +20.6K shares |
 NBC SECURITIES, INC. RIA/Wealth | +$290.3K +5.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$225.2K +14.5K shares |
 MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | +$180.8K +11.6K shares |
Cooper Financial Group RIA/Wealth | +$172.3K +11.1K shares |
 OPPENHEIMER & CO INC RIA/Wealth | +$171.3K +11.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$606.7K −40.3K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$548.9K −36.5K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$507.6K −33.8K shares |
 Armis Advisers, LLC RIA/Wealth | −$299.0K −19.1K shares |
P Palacios Wealth Management, LLC Institution | −$218.1K −14.5K shares |
UBS Group AG Institution | −$215.9K −13.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$205.1K −13.6K shares |
−$156.6K −10.4K shares | |
D Dynamic Advisors Solutions LLC Institution | −$137.9K −8.9K shares |
 CoreCap Advisors, LLC RIA/Wealth | −$132.4K −8.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited GBAB in Q3 2025
- New Positions
- 8
- New Value
- $1.2M
- Exited Positions
- 9
- Exited Value
- $2.4M
New Positions
| Institution | Position Value |
|---|---|
Morse Asset Management, Inc RIA/Wealth | $379.5K 24.4K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $320.9K 20.6K shares |
NBC SECURITIES, INC. RIA/Wealth | $290.3K 18.6K shares |
MOSAIC FAMILY WEALTH PARTNERS, LLC RIA/Wealth | $180.8K 11.6K shares |
A Advisory Services Network, LLC RIA/Wealth | $35.4K 2.3K shares |
 Gridiron Partners, LLC Long Only Manager | $34.1K 35.7K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.0K 130.0 shares |
H HRT FINANCIAL LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $606.7K 40.3K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $548.9K 36.5K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $507.6K 33.8K shares |
P Palacios Wealth Management, LLC Institution | $218.1K 14.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $205.1K 13.6K shares |
$156.6K 10.4K shares | |
 Hanson McClain, Inc. RIA/Wealth | $105.3K 7.0K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $27.0K 1.8K shares |
H HRT FINANCIAL LLC Institution | - 17.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in GBAB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with GBAB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
W Whipplewood Advisors, LLC RIA/Wealth | 0.54% $822.0K |
 Walker Asset Management, LLC RIA/Wealth | 0.29% $513.5K |
D David J Yvars Group Institution | 0.28% $515.0K |
 Xcel Wealth Management, LLC RIA/Wealth | 0.27% $1.0M |
Cooper Financial Group RIA/Wealth | 0.24% $2.2M |
 JBR Co Financial Management Inc RIA/Wealth | 0.21% $499.4K |
 Fortitude Advisory Group L.L.C. RIA/Wealth | 0.19% $356.7K |
INTL FCSTONE INC. Institution | 0.10% $2.2M |
 Carl P. Sherr & Co., LLC RIA/Wealth | 0.08% $176.4K |
Morse Asset Management, Inc RIA/Wealth | 0.08% $379.5K |