Q3 2025 13F Holders as of 9/30/2025
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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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60
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Total 13F shares, excl. options
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7.11M
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Shares change
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+390K
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Total reported value, excl. options
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$110M
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Value change
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+$6.17M
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Number of buys
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28
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Number of sells
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-24
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Price
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$15.58
Significant Holders of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) as of Q3 2025
68 filings reported holding GBAB - Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest as of Q3 2025.
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust - Common Shares of Beneficial Interest (GBAB) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.11M shares
of 26.9M outstanding shares and own 26.4% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.79M shares), SIT INVESTMENT ASSOCIATES INC (622K shares), LPL Financial LLC (419K shares), BANK OF AMERICA CORP /DE/ (373K shares), WELLS FARGO & COMPANY/MN (366K shares), Invesco Ltd. (236K shares), RAYMOND JAMES FINANCIAL INC (191K shares), UBS Group AG (187K shares), Cooper Financial Group (140K shares), and StoneX Group Inc. (139K shares).
This table shows the top 60 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.