Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / Common Shares of Beneficial Interest
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Shares outstanding
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26.9M
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Number of holders
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62
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Total 13F shares, excl. options
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6.53M
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Shares change
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+689K
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Total reported value, excl. options
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$102M
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Value change
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+$10.7M
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Number of buys
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31
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Number of sells
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-24
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Price
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$15.55
Significant Holders of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) as of Q1 2025
72 filings reported holding GBAB - Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest as of Q1 2025.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.53M shares
of 26.9M outstanding shares and own 24.26% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.53M shares), RAYMOND JAMES FINANCIAL INC (432K shares), LPL Financial LLC (393K shares), SIT INVESTMENT ASSOCIATES INC (324K shares), WELLS FARGO & COMPANY/MN (307K shares), BANK OF AMERICA CORP /DE/ (260K shares), Invesco Ltd. (194K shares), UBS Group AG (181K shares), StoneX Group Inc. (138K shares), and Cooper Financial Group (127K shares).
This table shows the top 62 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.