Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
Institutional Ownership & Holdings Analysis
About
guggenheim-taxable-municipal-bond--investment-grade-debt-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | MORGAN STANLEY(2025-03-31) | $39.3M |
| 2 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $6.7M |
| 3 | LPL Financial LLC(2025-03-31) | $6.1M |
| 4 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $5.0M |
| 5 | WELLS FARGO & COMPANY/MN(2025-03-31) | $4.8M |
| 6 | BANK OF AMERICA CORP /DE/(2025-03-31) | $4.0M |
| 7 | Invesco Ltd.(2025-03-31) | $3.0M |
| 8 | UBS Group AG(2025-03-31) | $2.8M |
| 9 | StoneX Group Inc.(2025-03-31) | $2.1M |
| 10 | Cooper Financial Group(2025-03-31) | $2.0M |
| 11 | Venture Visionary Partners LLC(2025-03-31) | $1.9M |
| 12 | WHITTIER TRUST CO(2025-03-31) | $1.8M |
| 13 | Fiera Capital Corp(2025-03-31) | $1.8M |
| 14 | OSAIC HOLDINGS, INC.(2025-03-31) | $1.5M |
| 15 | Savvy Advisors, Inc.(2025-03-31) | $1.5M |
| 16 | Janney Montgomery Scott LLC(2025-03-31) | $1.5M |
| 17 | Private Portfolio Partners LLC(2024-12-31) | $1.4M |
| 18 | ROYAL BANK OF CANADA(2025-03-31) | $1.3M |
| 19 | READYSTATE ASSET MANAGEMENT LP(2025-03-31) | $1.2M |
| 20 | WEDBUSH SECURITIES INC(2025-03-31) | $1.1M |
As of 2025-03-31
Value:$39.3M
As of 2025-03-31
Value:$6.7M
As of 2025-03-31
Value:$6.1M
As of 2025-03-31
Value:$5.0M
As of 2025-03-31
Value:$4.8M
As of 2025-03-31
Value:$4.0M
As of 2025-03-31
Value:$3.0M
As of 2025-03-31
Value:$2.8M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$2.0M
As of 2025-03-31
Value:$1.9M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.5M
As of 2025-03-31
Value:$1.5M
As of 2025-03-31
Value:$1.5M
As of 2024-12-31
Value:$1.4M
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.1M
Total Institutional Holders:76
Top 10 Holders Own:71.3%