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Guggenheim Taxable Municipal (GBAB)

CUSIP: 401664107 | US | Financial Services · Asset Management | Small Cap | 248 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMorgan Stanley
with Morgan Stanley Smith Barney LLC
3,542,88112.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMorgan Stanley3,542,881
12.8% of class · Jun 30, 2026New 5%+ stake
with Morgan Stanley Smith Barney LLC
No 13F filer matched

Institutional Holders — Q3 2026

LPL Financial LLC399,550
0.0% of portfolio›$5.0M
StoneX Group Inc.332,650
0.2% of portfolio›$4.6M
Cooper Financial Group179,970
0.2% of portfolio›$2.2M
Venture Visionary Partners LLC179,622
0.1% of portfolio›$2.2M
Fiera Capital Corp138,884
0.0% of portfolio›$1.7M
Wedbush Securities Inc78,176
0.1% of portfolio›$973.0K
JBR Co Financial Management Inc69,865
0.4% of portfolio›$1.0M
Daymark Wealth Partners, LLC58,302
0.0% of portfolio›$725.3K
Commonwealth Equity Services, LLC48,635
0.0% of portfolio›$605.0K
Wolverine Asset Management LLC43,146
0.0% of portfolio›$536.7K
David J Yvars Group32,545
0.2% of portfolio›$404.1K
Fortitude Advisory Group L.L.C.30,294
0.1% of portfolio›$376.9K
Oppenheimer & Co Inc29,366
0.0% of portfolio›$365.3K
MGO One Seven LLC27,383
0.0% of portfolio›$340.6K
Walker Asset Management, LLC27,348
0.2% of portfolio›$340.2K
Xcel Wealth Management, LLC26,915
0.1% of portfolio›$334.8K
Lanark Financial, Inc.18,015
0.0% of portfolio›$224.1K
Noble Wealth Management PBC17,525
0.1% of portfolio›$218.0K
Integrity Wealth Partners, LLC17,050
0.2% of portfolio›$212.1K
Davenport & Co LLC15,558
0.0% of portfolio›$193.5K
CoreCap Advisors, LLC6,775
0.0% of portfolio›$84.3K
Eastern Bank4,238
0.0% of portfolio›$52.7K
Fairscale Capital, LLC1,232
0.0% of portfolio›$15.7K
PNC Financial Services Group, Inc.1,200
0.0% of portfolio›$14.9K
Kentucky Trust Co775
0.0% of portfolio›$9.6K
Highline Wealth Partners LLC130
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
LPL Financial LLC
399,550$5.0M0.0%IndexVery LowFort Mill, SC2026-11-06
StoneX Group Inc.
332,650$4.6M0.2%ETFMediumNew York, NY2026-11-03
Cooper Financial Group
179,970$2.2M0.2%GrowthMediumIrvine, CA2026-10-07
Venture Visionary Partners LLC
179,622$2.2M0.1%CoreLowSylvania, OH2026-10-07
Fiera Capital Corp
138,884$1.7M0.0%CoreMediumMontreal, Austria2026-11-06
Wedbush Securities Inc
78,176$973.0K0.1%CoreLowPasadena, CA2026-10-22
JBR Co Financial Management Inc
69,865$1.0M0.4%GrowthLowArdmore, OK2026-10-13
Daymark Wealth Partners, LLC
58,302$725.3K0.0%CoreLowCincinnati, OH2026-11-04
Commonwealth Equity Services, LLC
48,635$605.0K0.0%ETFLowWaltham, MA2026-11-02
Wolverine Asset Management LLC
43,146$536.7K0.0%Deep ValueVery HighChicago, IL2026-11-02
David J Yvars Group
32,545$404.1K0.2%GrowthLowUniversity Park, FL2026-10-09
Fortitude Advisory Group L.L.C.
30,294$376.9K0.1%GrowthMediumGig Harbor, WA2026-10-15
Oppenheimer & Co Inc
29,366$365.3K0.0%CoreLowNew York, NY2026-10-26
MGO One Seven LLC
27,383$340.6K0.0%GrowthLowBeachwood, OH2026-10-28
Walker Asset Management, LLC
27,348$340.2K0.2%CoreVery LowSpringfield, MO2026-10-13
Xcel Wealth Management, LLC
26,915$334.8K0.1%CoreMediumHolly Hill, FL2026-10-26
Lanark Financial, Inc.
18,015$224.1K0.0%CoreMediumBirmingham, AL2026-10-26
Noble Wealth Management PBC
17,525$218.0K0.1%YieldMediumGreenwood Village, CO2026-10-01
Integrity Wealth Partners, LLC
17,050$212.1K0.2%ETFN/AWalnut Creek, CA2026-10-14
Davenport & Co LLC
15,558$193.5K0.0%CoreMediumRichmond, VA2026-10-14
CoreCap Advisors, LLC
6,775$84.3K0.0%ETFMediumSouthfield, MI2026-10-08
Eastern Bank
4,238$52.7K0.0%GrowthMediumBoston, MA2026-10-05
Fairscale Capital, LLC
1,232$15.7K0.0%GrowthVery LowNashua, NH2026-11-04
PNC Financial Services Group, Inc.
1,200$14.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Kentucky Trust Co
775$9.6K0.0%CoreVery LowDanville, KY2026-10-15
Highline Wealth Partners LLC
130$1.6K0.0%ETFMediumSherman Oaks, CA2026-10-19