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 | 08/13/2026 | 3.54 M | $51.23 M | 11.83% | 12.79% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 801.66 K | $11.59 M | 18.97% | 2.89% |
| LPL FINANCIAL LLC | 08/07/2026 | 418.04 K | $6.04 M | -13.47% | 1.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 288.90 K | $4.18 M | 100.00% | 1.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 272.97 K | $3.95 M | -53.68% | 0.99% |
| INVESCO LTD. | 08/14/2026 | 230.76 K | $3.34 M | 20.83% | 0.83% |
| UBS GROUP AG | 08/13/2026 | 193.11 K | $2.79 M | -0.83% | 0.70% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 181.84 K | $2.63 M | 12.04% | 0.66% |
| COOPER FINANCIAL GROUP | 07/08/2026 | 164.37 K | $2.38 M | 4.36% | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 158.81 K | $2.30 M | -6.22% | 0.57% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 151.32 K | $2.19 M | 14.35% | 0.55% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 141.62 K | $2.05 M | 0.00% | 0.51% |
| COHEN & STEERS, INC. | 08/14/2026 | 140.92 K | $2.04 M | 0.00% | 0.51% |
| FIERA CAPITAL CORP | 08/07/2026 | 138.88 K | $2.01 M | 3.34% | 0.50% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 103.72 K | $1.50 M | -4.66% | 0.37% |
| WHITTIER TRUST CO | 07/28/2026 | 100.51 K | $1.44 M | 0.00% | 0.36% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 83.95 K | $1.21 M | 0.67% | 0.30% |
| ROYAL BANK OF CANADA | 08/14/2026 | 82.86 K | $1.20 M | -7.30% | 0.30% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 82.11 K | $1.19 M | -0.24% | 0.30% |
| MORSE ASSET MANAGEMENT, INC | 08/13/2026 | 78.94 K | $1.14 M | 0.96% | 0.29% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 77.97 K | $1.13 M | 10.05% | 0.28% |
| JBR CO FINANCIAL MANAGEMENT INC | 07/09/2026 | 69.87 K | $1.01 M | 140.48% | 0.25% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 60.49 K | $874.75 K | 7.27% | 0.22% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 55.49 K | $802.44 K | -0.36% | 0.20% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 52.36 K | $757.18 K | -0.84% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 45.56 K | $658.77 K | -6.40% | 0.16% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 41.73 K | $603.38 K | 45.22% | 0.15% |
| INTELLUS ADVISORS LLC | 08/12/2026 | 39.67 K | $573.59 K | 24.02% | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 34.85 K | $503.93 K | 12.80% | 0.13% |
| XCEL WEALTH MANAGEMENT, LLC | 07/24/2026 | 34.26 K | $495.37 K | -31.64% | 0.12% |
| INVICTUS PRIVATE WEALTH, LLC | 07/27/2026 | 32.72 K | $473.18 K | 77.30% | 0.12% |
| DAVID J YVARS GROUP | 07/07/2026 | 32.32 K | $466.27 K | -0.97% | 0.12% |
| OPPENHEIMER & CO INC | 08/03/2026 | 29.39 K | $424.91 K | -32.62% | 0.11% |
| WALKER ASSET MANAGEMENT, LLC | 07/10/2026 | 27.35 K | $395.46 K | -12.37% | 0.10% |
| MGO ONE SEVEN LLC | 07/31/2026 | 23.96 K | $346.45 K | 16.52% | 0.09% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 23.59 K | $341.04 K | 3.01% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 21.96 K | $317.51 K | -7.81% | 0.08% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 18.53 K | $267.87 K | 2.35% | 0.07% |
| NBC SECURITIES, INC. | 07/21/2026 | 17.77 K | $257.01 K | 14.27% | 0.06% |
| ESTATE PLANNERS GROUP, LLC | 08/13/2026 | 16.18 K | $233.94 K | -3.10% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 15.50 K | $224.10 K | 100.00% | 0.06% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 15.05 K | $217.64 K | 3,544.31% | 0.05% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 14.99 K | $216.80 K | -7.22% | 0.05% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 14.35 K | $207.50 K | 100.00% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.73 K | $184.08 K | -44.85% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 11.34 K | $163.93 K | -10.99% | 0.04% |
| CARL P. SHERR & CO., LLC | 08/03/2026 | 11.33 K | $163.76 K | 100.00% | 0.04% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 08/05/2026 | 10.66 K | $154.20 K | -8.34% | 0.04% |
| MAIMON WEALTH MANAGEMENT LTD. | 07/24/2026 | 10.00 K | $144.60 K | 0.00% | 0.04% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 6.78 K | $97.97 K | -26.88% | 0.02% |
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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, 97 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: 3.54 M
SIT INVESTMENT ASSOCIATES INC: 801,655
LPL Financial LLC: 418,035
RIVERNORTH CAPITAL MANAGEMENT, LLC: 288,901
BANK OF AMERICA CORP /DE/: 272,969
Invesco Ltd.: 230,759
29.78% 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 9.25 M shares in the last 24 months. This purchase volume represents approximately $139.87 M in transactions.