Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf Int Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 3.17 M | $45.94 M | 11.31% | 11.64% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 673.85 K | $9.77 M | -3.25% | 2.48% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 589.29 K | $8.54 M | 9.98% | 2.17% |
| LPL FINANCIAL LLC | 05/06/2026 | 483.11 K | $7.01 M | 7.74% | 1.78% |
| UBS GROUP AG | 05/05/2026 | 194.73 K | $2.82 M | 5.70% | 0.72% |
| INVESCO LTD. | 05/12/2026 | 190.97 K | $2.77 M | -1.75% | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 169.34 K | $2.46 M | -8.86% | 0.62% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 162.31 K | $2.35 M | -51.41% | 0.60% |
| COOPER FINANCIAL GROUP | 04/07/2026 | 157.50 K | $2.28 M | 1.72% | 0.58% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 141.62 K | $2.05 M | 16.44% | 0.52% |
| COHEN & STEERS, INC. | 05/15/2026 | 140.92 K | $2.04 M | 39.63% | 0.52% |
| FIERA CAPITAL CORP | 05/12/2026 | 134.40 K | $1.95 M | -4.48% | 0.49% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 132.33 K | $1.92 M | 21.65% | 0.49% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 108.79 K | $1.58 M | 22.27% | 0.40% |
| WHITTIER TRUST CO | 04/28/2026 | 100.51 K | $1.45 M | 0.00% | 0.37% |
| ROYAL BANK OF CANADA | 05/15/2026 | 89.39 K | $1.30 M | 6.58% | 0.33% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 83.39 K | $1.21 M | -2.66% | 0.31% |
| DAYMARK WEALTH PARTNERS, LLC | 05/11/2026 | 82.31 K | $1.19 M | -14.07% | 0.30% |
| MORSE ASSET MANAGEMENT, INC | 05/14/2026 | 78.19 K | $1.13 M | 56.43% | 0.29% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 70.85 K | $1.03 M | -6.36% | 0.26% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 56.40 K | $817.73 K | 2.71% | 0.21% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 55.69 K | $807.57 K | -0.43% | 0.20% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 52.81 K | $765.69 K | -0.03% | 0.19% |
| XCEL WEALTH MANAGEMENT, LLC | 04/21/2026 | 50.12 K | $726.68 K | -8.66% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 48.67 K | $705.75 K | 0.80% | 0.18% |
| OPPENHEIMER & CO INC | 04/24/2026 | 43.61 K | $632.35 K | 5.20% | 0.16% |
| DAVID J YVARS GROUP | 04/08/2026 | 32.63 K | $465.82 K | -1.68% | 0.12% |
| INTELLUS ADVISORS LLC | 05/07/2026 | 31.99 K | $463.79 K | 1.55% | 0.12% |
| WALKER ASSET MANAGEMENT, LLC | 04/24/2026 | 31.21 K | $452.52 K | 0.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 30.90 K | $447.98 K | 83.91% | 0.11% |
| JBR CO FINANCIAL MANAGEMENT INC | 04/08/2026 | 29.05 K | $433.46 K | 0.00% | 0.11% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 28.84 K | $418.12 K | 100.00% | 0.11% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 28.73 K | $416.64 K | 100.00% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 23.82 K | $345.36 K | -7.17% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 23.08 K | $334.72 K | 10.20% | 0.08% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 22.90 K | $331.99 K | 0.00% | 0.08% |
| MGO ONE SEVEN LLC | 05/14/2026 | 20.56 K | $298.17 K | 100.00% | 0.08% |
| INVICTUS PRIVATE WEALTH, LLC | 05/13/2026 | 18.46 K | $267.61 K | 47.58% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 18.10 K | $262.45 K | -3.47% | 0.07% |
| 04/27/2026 | 17.54 K | $254.37 K | 100.00% | 0.06% | |
| 05/11/2026 | 16.70 K | $242.09 K | -4.25% | 0.06% | |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 16.16 K | $234.31 K | 8.49% | 0.06% |
| NBC SECURITIES, INC. | 04/14/2026 | 15.55 K | $225.54 K | -4.86% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.30 K | $192.82 K | -18.54% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 12.74 K | $184.69 K | -2.11% | 0.05% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 04/30/2026 | 11.63 K | $168.69 K | 0.00% | 0.04% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 10.49 K | $152.05 K | -6.74% | 0.04% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 10.41 K | $150.97 K | 0.94% | 0.04% |
| 05/07/2026 | 10.00 K | $139.90 K | 0.00% | 0.04% | |
| CORECAP ADVISORS, LLC | 04/07/2026 | 9.27 K | $134.34 K | -35.05% | 0.03% |
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Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf Int institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf Int. The most heavily invested institutionals were:
MORGAN STANLEY: 3.17 M
SIT INVESTMENT ASSOCIATES INC: 673,853
BANK OF AMERICA CORP /DE/: 589,291
LPL Financial LLC: 483,111
UBS Group AG: 194,726
Invesco Ltd.: 190,971
28.51% of Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf Int stock is owned by institutional investors.
Institutional investors have bought a total of 8.71 M shares in the last 24 months. This purchase volume represents approximately $131.76 M in transactions.