Who Owns GBAB?
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust — Institutional Ownership & 13F Holdings
$14.50
+0.00 (+0.03%)
Market Cap
$411.6M
Shares Outstanding
26,709,900
Institutional Holders
62
Total Inst. Value
$90.9M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
12
Closed Positions
12
Increased
25
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $39.3M | 2,527,669 |
| 2 | RAYMOND JAMES FINANCIAL INC | $6.7M | 432,063 |
| 3 | SIT INVESTMENT ASSOCIATES INC | $5.0M | 323,774 |
| 4 | WELLS FARGO & COMPANY/MN | $4.8M | 306,517 |
| 5 | BANK OF AMERICA CORP /DE/ | $4.0M | 260,267 |
| 6 | Invesco Ltd. | $3.0M | 194,378 |
| 7 | UBS Group AG | $2.8M | 181,093 |
| 8 | Cooper Financial Group | $2.0M | 127,377 |
| 9 | Venture Visionary Partners LLC | $1.9M | 121,622 |
| 10 | WHITTIER TRUST CO | $1.8M | 117,521 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +144K | $39.3M |
| RAYMOND JAMES FINANCIAL INC | +194K | $6.7M |
| SIT INVESTMENT ASSOCIATES INC | +251K | $5.0M |
| WELLS FARGO & COMPANY/MN | +122K | $4.8M |
| BANK OF AMERICA CORP /DE/ | +25K | $4.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -170K | $1.3M |
| Venture Visionary Partners LLC | -122K | $1.9M |
| Whipplewood Advisors, LLC | -55K | $922K |
| WOLVERINE ASSET MANAGEMENT LLC | -46K | $147K |
| READYSTATE ASSET MANAGEMENT LP | -43K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold GBAB?
As of Q1 2025, 62 institutional investors report holding GBAB (Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust) in their 13F filings.
Which hedge fund owns the most GBAB?
The largest institutional holder of GBAB is MORGAN STANLEY with $39.3M in shares.
Are institutions buying or selling GBAB?
This quarter, 12 institutions opened new positions in GBAB and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.