How many institutions own GBAB stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own GBAB shares is 72, representing 25.55% of the company's common stock.

Who are the major shareholders selling Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock?

SAVVY ADVISORS, INC., in the last quarter, reduced its stake in GBAB by -7.08% restricting it's holding to 87.23 thousand shares of worth nearly $1.36M. WALKER ASSET MANAGEMENT, LLC also lessened -7.26% of the GBAB shares from its portfolio, reducing its holding to 32.96 thousand shares of worth $513.49K. LASALLE ST. INVESTMENT ADVISORS, LLC also shunned GBAB shares holding by -5.56% last quarter which brought its holding to 17.17 thousand shares worth $267.00K.

Investors who are buying GBAB stock?

As per its latest 13F filing, COHEN & STEERS, INC. increased its stake in GBAB by 34.7% in the last quarter. The institutional holder raised its holding to 100.92 thousand shares having worth more than $1.57M. STONEX GROUP INC. also added 0.12% more shares of GBAB to its portfolio, raising its holding to 139.01 thousand shares of worth $2.17M. ADVISORY SERVICES NETWORK, LLC also increased its GBAB shares holding by 100% which brought its holding to 2.27 thousand shares worth $35.38K.

GBAB's major insiders: who are they?

The insider with the most stakes in GBAB is Walsh Anne Bookwalter , at the company. Additionally, GBAB stock is highly held by Trustee Brock-Kyle Angela and director TOUPIN RONALD E JR among others.

Did an insider recently sell GBAB stock?

Company executives, directors, and other insiders own N/A percent of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust's stock. Within the last six months, there have been 0 transaction(s) in which GBAB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include LI ALLEN and FRIEDRICH ROMAN III.

How much of GBAB does insiders own?

Around 0 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares are held by insiders, which represents about N/A of GBAB stock.

Who is the insider with the largest stake?

GBAB , Walsh Anne Bookwalter holds the largest portfolio of the company's shares. GBAB shares owned by Walsh total nearly 11 thousand.

Which institution holds the most shares in GBAB?

COHEN & STEERS, INC. is the largest institutional owner in GBAB which holds 100.92 thousand shares worth $1.57M or 0.38% of the total GBAB shares outstanding followed by STONEX GROUP INC. with ownership of 139.01 thousand shares representing 0.52% of the GBAB ownership. SAVVY ADVISORS, INC. is the third largest stakeholder with 87.23 thousand shares or 0.33% of the ownership worth more than $1.36M.

Is there a short position on GBAB's shares?

Number of GBAB shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding GBAB shares are there?

As of today, null shares of GBAB are outstanding.

Is there many float in GBAB stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, GBAB has null shares in float.

GBAB short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for GBAB is null.

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) insider trading activity: Get Latest News Today

Q: Which insider recently purchased GBAB stock?

There have been 0 transaction(s) during the past 6-months in which Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust insiders have bought stock, totalling 0 shares

Q: Is Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the GBAB is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

25.55% Percentage of Shares held by All Institutions

25.55% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 25.55% of GBAB shares are held by financial institutions. COHEN & STEERS, INC. is the top corporate investor, holding 100.92K shares valued at $1.57M. A 0.38% stake in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust is owned by the company. STONEX GROUP INC. owns 139.01K shares valued at $2.17M, which translates its holding of 0.52% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	COHEN & STEERS, INC.	0.38%	100.92K	1.57M	26K	+34.70%
Sep 30, 2025	STONEX GROUP INC.	0.52%	139.01K	2.17M	164	+0.12%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.33%	87.23K	1.36M	-6.65K	-7.08%
Sep 30, 2025	FAIRSCALE CAPITAL, LLC	0.01%	1.59K	24.73K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	2.27K	35.38K	2.27K	+100.00%
Sep 30, 2025	WALKER ASSET MANAGEMENT, LLC	0.12%	32.96K	513.49K	-2.58K	-7.26%
Sep 30, 2025	WHITTIER TRUST CO	0.38%	100.51K	1.57M	0	0
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	10.22K	159.26K	168	+1.67%
Sep 30, 2025	INVICTUS PRIVATE WEALTH, LLC	0.04%	10.88K	169.54K	10.88K	+100.00%
Sep 30, 2025	CARL P. SHERR & CO., LLC	0.04%	11.33K	176.44K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	15.31K	238.59K	2.75K	+21.92%
Sep 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.06%	17.17K	267K	-1.01K	-5.56%
Sep 30, 2025	NBC SECURITIES, INC.	0.07%	18.63K	290.26K	5.53K	+42.18%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	20.6K	320.9K	20.6K	+100.00%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	22.9K	356.72K	0	0
Sep 30, 2025	DAVID J YVARS GROUP	0.12%	33.09K	514.99K	-608	-1.80%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	46.41K	723K	-497	-1.06%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.2%	52.76K	822K	267	+0.51%
Sep 30, 2025	XCEL WEALTH MANAGEMENT, LLC	0.25%	65.17K	1.02M	-3.55K	-5.17%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.29%	75.97K	1.18M	3.19K	+4.38%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.38%	102K	1.59M	6.25K	+6.53%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	0.13%	35.74K	34.07K	35.74K	+100.00%
Sep 30, 2025	PALACIOS WEALTH MANAGEMENT, LLC	0%	0	-	-14.5K	-100.00%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-33.75K	-100.00%
Sep 30, 2025	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0%	0	-	-10.4K	-100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	10.38K	161.64K	80	+0.78%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-40.34K	-100.00%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	10	156	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	58	896	0	0
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	130	2.03K	130	+100.00%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0%	175	2.74K	0	0
Sep 30, 2025	KENTUCKY TRUST CO	0%	775	12.08K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	820	12.78K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1.2K	18.68K	-988	-45.18%
Sep 30, 2025	UBS GROUP AG	0.7%	186.82K	2.91M	-13.86K	-6.91%
Sep 30, 2025	INVESCO LTD.	0.89%	236.1K	3.68M	6.88K	+3.00%
Sep 30, 2025	MORGAN STANLEY	10.52%	2.79M	43.5M	107.12K	+3.99%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.04%	10.32K	160.71K	-8.5K	-45.18%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	12.91K	201.15K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	25.51K	397.51K	263	+1.04%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.38%	365.76K	5.7M	14.46K	+4.12%
Sep 30, 2025	LPL FINANCIAL LLC	1.58%	419.2K	6.53M	184.27K	+78.43%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	2.35%	622.43K	9.7M	32.69K	+5.54%
Sep 30, 2025	FIERA CAPITAL CORP	0.4%	106.28K	1.66M	-5.33K	-4.77%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.04%	11.63K	180.79K	11.63K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	1.2K	18.7K	0	0
Sep 30, 2025	MORSE ASSET MANAGEMENT, INC	0.09%	24.36K	379.48K	24.36K	+100.00%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.1%	26.53K	413.25K	7.72K	+41.05%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.12%	32.06K	499.45K	-1.09K	-3.29%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	43.04K	670.52K	-1.28K	-2.88%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	53.21K	828.98K	-4.82K	-8.31%
Sep 30, 2025	OPPENHEIMER & CO INC	0.24%	63.05K	982.32K	10.99K	+21.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	190.91K	2.97M	-3.32K	-1.71%
Sep 30, 2025	EASTERN BANK	0.01%	1.54K	23.96K	0	0
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.09%	24.77K	385.92K	-8.85K	-26.33%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	98.84K	1.54M	7.52K	+8.24%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.46%	121.62K	1.89M	0	0
Sep 30, 2025	COOPER FINANCIAL GROUP	0.53%	139.52K	2.17M	11.06K	+8.61%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.41%	372.9K	5.81M	141.84K	+61.38%
Sep 30, 2025	BISON WEALTH, LLC	0.05%	14.05K	220.37K	-19.07K	-57.57%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.08%	20.94K	326.25K	20.94K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.29%	78.22K	1.22M	1.81K	+2.37%
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.05%	14.25K	222.02K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.22%	58.03K	872.74K	-2.4K	-3.97%
Jun 30, 2025	ROYAL BANK OF CANADA	0.29%	76.41K	1.15M	-7.47K	-8.90%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	91.32K	1.37M	-6.67K	-6.80%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.35%	93.88K	1.41M	-2.99K	-3.08%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	95.75K	1.44M	1.47K	+1.56%
Jun 30, 2025	WHITTIER TRUST CO	0.38%	100.51K	1.51M	-17.01K	-14.47%
Jun 30, 2025	FIERA CAPITAL CORP	0.42%	111.61K	1.68M	-1.8K	-1.58%
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.46%	121.62K	1.83M	0	0
Jun 30, 2025	COOPER FINANCIAL GROUP	0.48%	128.46K	1.93M	1.08K	+0.85%
Jun 30, 2025	STONEX GROUP INC.	0.52%	138.84K	2.09M	752	+0.54%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	194.23K	2.92M	-237.83K	-55.05%
Jun 30, 2025	UBS GROUP AG	0.76%	200.68K	3.02M	19.59K	+10.82%
Jun 30, 2025	INVESCO LTD.	0.86%	229.22K	3.45M	34.85K	+17.93%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.07%	18.82K	282.98K	-11.8K	-38.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.87%	231.06K	3.48M	-29.2K	-11.22%
Jun 30, 2025	LPL FINANCIAL LLC	0.89%	234.93K	3.53M	-157.66K	-40.16%
Jun 30, 2025	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.04%	10.4K	156.58K	-60	-0.57%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.32%	351.3K	5.28M	44.78K	+14.61%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	2.22%	589.74K	8.87M	265.97K	+82.15%
Jun 30, 2025	MORGAN STANLEY	10.12%	2.68M	40.38M	157.01K	+6.21%
Jun 30, 2025	COHEN & STEERS, INC.	0.28%	74.92K	1.13M	24.92K	+49.85%
Jun 30, 2025	OPPENHEIMER & CO INC	0.2%	52.06K	782.94K	18.15K	+53.53%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.15%	40.34K	606.7K	30.89K	+326.96%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	58	865	-2.06K	-97.26%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0%	175	2.63K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	820	12.33K	0	0
Jun 30, 2025	EASTERN BANK	0.01%	1.54K	23.13K	0	0
Jun 30, 2025	FAIRSCALE CAPITAL, LLC	0.01%	1.59K	23.95K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	44.32K	666.5K	4.56K	+11.48%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.13%	33.75K	507.65K	-40.88K	-54.77%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.13%	33.62K	505.66K	-4.7K	-12.27%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	22.9K	344.36K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	13.64K	205.1K	13.64K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.05%	12.56K	188.92K	12.56K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.03%	7K	105.28K	7K	+100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0.05%	13.1K	197K	559	+4.46%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.27%	72.79K	1.1M	2.24K	+3.17%
Jun 30, 2025	XCEL WEALTH MANAGEMENT, LLC	0.26%	68.72K	1.03M	-400	-0.58%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	46.91K	705K	8.18K	+21.13%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.14%	36.5K	548.92K	36.5K	+100.00%
Jun 30, 2025	WALKER ASSET MANAGEMENT, LLC	0.13%	35.54K	534.5K	-2.68K	-7.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	25.25K	379.78K	-966	-3.68%
Jun 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.05%	14.25K	214.32K	-800	-5.32%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	10.05K	151.2K	10.05K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	10.3K	154.84K	-1.02K	-9.01%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	12.91K	194.18K	1K	+8.40%
Jun 30, 2025		0.05%	14.5K	218.1K	14.5K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0.07%	17.66K	265K	5.4K	+44.10%
Jun 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.07%	18.18K	273K	-1.67K	-8.41%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	1.8K	27.01K	-4.84K	-72.94%
Jun 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.12%	33.15K	498.53K	-4.21K	-11.27%
Jun 30, 2025	DAVID J YVARS GROUP	0.13%	33.7K	504.96K	310	+0.93%
Jun 30, 2025	INVICTUS PRIVATE WEALTH, LLC	0%	0	-	-21.52K	-100.00%
Jun 30, 2025	BEAM WEALTH ADVISORS, INC.	0%	0	-	-12.99K	-100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-40	-100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-240	-100.00%
Jun 30, 2025	KING WEALTH	0%	0	-	-15.2K	-100.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	10	151	0	0
Jun 30, 2025	CARL P. SHERR & CO., LLC	0.04%	11.33K	170.33K	0	0
Jun 30, 2025	PALACIOS WEALTH MANAGEMENT, LLC	0.05%	14.5K	218.1K	14.5K	+100.00%
Jun 30, 2025	INTELLUS ADVISORS LLC	0.07%	18.81K	282.84K	1.43K	+8.25%
Jun 30, 2025	BISON WEALTH, LLC	0.12%	33.12K	505.1K	-7.32K	-18.09%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.2%	52.49K	789.5K	52.48K	+308,682.35%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	22.9K	341.84K	1.22K	+5.63%
Mar 31, 2025	HRT FINANCIAL LP	0.05%	12.25K	190K	12.25K	+100.00%
Mar 31, 2025	DAVID J YVARS GROUP	0.13%	33.39K	517.47K	-3.3K	-8.99%
Mar 31, 2025	KING WEALTH	0.06%	15.2K	236K	82	+0.54%
Mar 31, 2025	CARL P. SHERR & CO., LLC	0.04%	11.33K	176.1K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0.12%	30.62K	476.06K	11.2K	+57.69%
Mar 31, 2025	MORGAN STANLEY	9.53%	2.53M	39.31M	143.96K	+6.04%
Mar 31, 2025	STONEX GROUP INC.	0.52%	138.09K	2.15M	-2.31K	-1.65%
Mar 31, 2025	NBC SECURITIES, INC.	0.05%	12.54K	195	12.53K	+125,340.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	11.32K	175.96K	-3.07K	-21.34%
Mar 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.06%	15.05K	234.03K	0	0
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	11.91K	185.22K	0	0
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.03%	6.64K	103.19K	6.01K	+966.88%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.63%	432.06K	6.72M	193.55K	+81.15%
Mar 31, 2025	LPL FINANCIAL LLC	1.48%	392.59K	6.1M	155.35K	+65.48%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.22%	323.77K	5.04M	251.12K	+345.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.16%	306.52K	4.77M	121.75K	+65.89%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.98%	260.27K	4.05M	25.41K	+10.82%
Mar 31, 2025	INVESCO LTD.	0.73%	194.38K	3.02M	-389	-0.20%
Mar 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.46%	121.62K	1.89M	0	0
Mar 31, 2025	WHITTIER TRUST CO	0.44%	117.52K	1.83M	0	0
Mar 31, 2025	FIERA CAPITAL CORP	0.43%	113.4K	1.76M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	97.99K	1.52M	-1.82K	-1.82%
Mar 31, 2025	SAVVY ADVISORS, INC.	0.37%	96.87K	1.51M	9.43K	+10.78%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.23%	60.43K	939.64K	2.79K	+4.85%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	39.75K	618.14K	5.09K	+14.68%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	38.72K	602K	970	+2.57%
Mar 31, 2025	OPPENHEIMER & CO INC	0.13%	33.91K	527.24K	14.12K	+71.32%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	26.22K	407.68K	94	+0.36%
Mar 31, 2025	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.04%	10.46K	156.23K	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.04%	9.45K	146.92K	-45.97K	-82.95%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	2.12K	32.89K	2K	+1,739.13%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.01%	1.99K	30.91K	1.99K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.68%	181.09K	2.82M	-10.35K	-5.40%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	94.28K	1.47M	9.13K	+10.72%
Mar 31, 2025	ROYAL BANK OF CANADA	0.32%	83.88K	1.3M	-169.88K	-66.95%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.28%	74.63K	1.16M	-43.3K	-36.72%
Mar 31, 2025	COHEN & STEERS, INC.	0.19%	50K	778K	40K	+400.00%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	38.32K	595.94K	1.7K	+4.63%
Mar 31, 2025	WALKER ASSET MANAGEMENT, LLC	0.14%	38.21K	594.22K	0	0
Mar 31, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.14%	37.36K	580.9K	4.86K	+14.96%
Mar 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.07%	19.85K	308K	-90	-0.45%
Mar 31, 2025		0.06%	15.9K	247.25K	4.3K	+37.07%
Mar 31, 2025	COOPER FINANCIAL GROUP	0.48%	127.38K	1.98M	-6.92K	-5.15%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.27%	70.55K	1.1M	2.19K	+3.21%
Mar 31, 2025	XCEL WEALTH MANAGEMENT, LLC	0.26%	69.12K	1.07M	-2.5K	-3.49%
Mar 31, 2025	INVICTUS PRIVATE WEALTH, LLC	0.08%	21.52K	334.59K	571	+2.73%
Mar 31, 2025	BEAM WEALTH ADVISORS, INC.	0.05%	12.99K	201.93K	12.99K	+100.00%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	3.24%	762.68K	12.39M	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0.04%	9.01K	146K	96	+1.08%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.04%	10.54K	171.19K	0	0
Mar 31, 2024	SIGMA PLANNING CORP	0.05%	11.21K	182.12K	11.21K	+100.00%
Mar 31, 2024	CARL P. SHERR & CO., LLC	0.05%	11.33K	184.03K	0	0
Mar 31, 2024	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.05%	11.45K	178.96K	-100	-0.87%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	12.52K	203.4K	12.52K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.05%	12.74K	207.06K	2.59K	+25.45%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.06%	13.06K	212K	65	+0.50%
Mar 31, 2024	KING WEALTH	0.06%	15.05K	245K	-146	-0.96%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.07%	15.34K	249.31K	15.34K	+100.00%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.07%	16.19K	251.62K	16.19K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.07%	16.69K	271.26K	-5.06K	-23.26%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.08%	18.79K	305.27K	0	0
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.08%	19.04K	309.43K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.09%	20.86K	339.03K	-5.68K	-21.38%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.1%	23.32K	379K	-2.89K	-11.04%
Mar 31, 2024	INVICTUS PRIVATE WEALTH, LLC	0.11%	25.46K	413.69K	-4.61K	-15.34%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	33.95K	552K	33.95K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.16%	38.3K	622.38K	-8.73K	-18.56%
Mar 31, 2024	BRAMSHILL INVESTMENTS, LLC	0.17%	39.11K	635.52K	-46.06K	-54.08%
Mar 31, 2024	JBR CO FINANCIAL MANAGEMENT INC	0.17%	39.12K	635.7K	-2.9K	-6.89%
Mar 31, 2024	DAVID J YVARS GROUP	0.18%	42.59K	694.14K	58	+0.14%
Mar 31, 2024	WALKER ASSET MANAGEMENT, LLC	0.2%	47.11K	765.59K	800	+1.73%
Mar 31, 2024	BISON WEALTH, LLC	0.22%	52.19K	848.06K	172	+0.33%
Mar 31, 2024	XCEL WEALTH MANAGEMENT, LLC	0.26%	61.29K	996.01K	1.25K	+2.08%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	65.57K	1.07M	-7.66K	-10.45%
Mar 31, 2024	ROYAL BANK OF CANADA	0.66%	154.86K	2.52M	3.76K	+2.49%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.02%	3.89K	63.21K	2K	+105.82%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.28%	65.91K	1.07M	-1.58K	-2.34%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.28%	66.49K	1.08M	4.24K	+6.81%
Mar 31, 2024	REGATTA CAPITAL GROUP, LLC	0.3%	69.52K	1.13M	-3.71K	-5.06%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.37%	86.12K	1.4M	-926	-1.06%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.39%	90.9K	1.46B	212	+0.23%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.41%	96.41K	1.57M	-390	-0.40%
Mar 31, 2024	FIERA CAPITAL CORP	0.46%	109.15K	1.77M	1.16K	+1.07%
Mar 31, 2024	WHITTIER TRUST CO	0.51%	119.42K	1.94M	61.35K	+105.65%
Mar 31, 2024	VENTURE VISIONARY PARTNERS LLC	0.52%	121.62K	1.98M	60.04K	+97.50%
Mar 31, 2024	COOPER FINANCIAL GROUP	0.55%	130.22K	2.12M	-10.94K	-7.75%
Mar 31, 2024	INVESCO LTD.	0.65%	153.93K	2.5M	-22.83K	-12.92%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.75%	177.45K	2.88M	23.07K	+14.94%
Mar 31, 2024	UBS GROUP AG	1.12%	262.28K	4.26M	-14.32K	-5.18%
Mar 31, 2024	LPL FINANCIAL LLC	1.38%	325.31K	5.29M	51.15K	+18.66%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	40	650	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	166	2.7K	166	+100.00%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0%	175	2.84K	0	0
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0%	373	6.06K	373	+100.00%
Mar 31, 2024	ORG PARTNERS LLC	0%	391	6.3K	391	+100.00%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	400	6K	400	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	2K	32.5K	2K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.85%	199.07K	3.23M	-8.26K	-3.98%
Mar 31, 2024	MORGAN STANLEY	7.08%	1.66M	27.05M	62.02K	+3.87%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.06%	13.49K	219.18K	0	0
Mar 31, 2024	SCHNIEDERS CAPITAL MANAGEMENT LLC	0.06%	13.75K	223.44K	0	0
Mar 31, 2024	BENEDETTI & GUCER, INC.	0.06%	14.19K	231K	800	+5.98%
Mar 31, 2024	PRIVATE PORTFOLIO PARTNERS LLC	0.16%	37.72K	612.88K	11.72K	+45.09%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.16%	38K	617.57K	-1.27K	-3.24%
Dec 31, 2023	XCEL WEALTH MANAGEMENT, LLC	0.27%	60.04K	972.1K	0	0
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	0.38%	85.16K	1.38M	-10.78K	-11.23%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	1.89K	30.41K	-1.5K	-44.25%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.39%	87.05K	1.41M	-77.34K	-47.05%
Dec 31, 2023		0.01%	2K	32.38K	2K	+100.00%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.43%	96.8K	1.57M	-6K	-5.84%
Dec 31, 2023	FIERA CAPITAL CORP	0.48%	107.99K	1.75M	0	0
Dec 31, 2023	COOPER FINANCIAL GROUP	0.63%	141.16K	2.29M	10.98K	+8.43%
Dec 31, 2023	ROYAL BANK OF CANADA	0.68%	151.11K	2.45M	8.42K	+5.90%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.69%	154.38K	2.5M	33.54K	+27.75%
Dec 31, 2023	INVESCO LTD.	0.79%	176.76K	2.86M	-1.29K	-0.72%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.93%	207.34K	3.36M	-24.08K	-10.41%
Dec 31, 2023	LPL FINANCIAL LLC	1.23%	274.16K	4.44M	156.86K	+133.71%
Dec 31, 2023	UBS GROUP AG	1.24%	276.6K	4.48M	-5.02K	-1.78%
Dec 31, 2023	VENTURE VISIONARY PARTNERS LLC	0.28%	61.58K	997.01K	61.58K	+100.00%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.28%	62.25K	1.01M	9.84K	+18.78%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.3%	67.49K	1.09M	-3.91K	-5.48%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.33%	73.22K	1.19M	1.38K	+1.92%
Dec 31, 2023	REGATTA CAPITAL GROUP, LLC	0.33%	73.22K	1.19M	-3.84K	-4.98%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	3.41%	762.68K	12.35M	0	0
Dec 31, 2023	MORGAN STANLEY	7.17%	1.6M	25.94M	95.54K	+6.34%
Dec 31, 2023	COMERICA BANK	0.01%	2.1K	34K	300	+16.67%
Dec 31, 2023	CAMBRIDGE TRUST CO	0.01%	2.5K	40.48K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0.04%	8.91K	144K	148	+1.69%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.05%	10.16K	164.44K	0	0
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.05%	10.54K	170.56K	0	0
Dec 31, 2023	CARL P. SHERR & CO., LLC	0.05%	11.33K	183.35K	0	0
Dec 31, 2023	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.05%	11.55K	189.65K	-500	-4.15%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.06%	12.99K	210K	-1.62K	-11.08%
Dec 31, 2023	BENEDETTI & GUCER, INC.	0.06%	13.39K	216.72K	1.39K	+11.55%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.06%	13.49K	218.37K	0	0
Dec 31, 2023	SCHNIEDERS CAPITAL MANAGEMENT LLC	0.06%	13.75K	222.61K	-14.2K	-50.81%
Dec 31, 2023	KING WEALTH	0.07%	15.2K	246K	57	+0.38%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.07%	15.52K	251.19K	2K	+14.80%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	16.19K	1M	16.19K	+100.00%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.08%	18.79K	304.15K	0	0
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.09%	19.04K	308.29K	312	+1.67%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.1%	21.75K	352.16K	-5.31K	-19.61%
Dec 31, 2023	PRIVATE PORTFOLIO PARTNERS LLC	0.12%	26K	420.87K	15.75K	+153.71%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.12%	26.22K	424.45K	-2.4K	-8.37%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.12%	26.54K	429.66K	-2.53K	-8.69%
Dec 31, 2023	INVICTUS PRIVATE WEALTH, LLC	0.13%	30.07K	486.85K	-119.41K	-79.88%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	39.28K	657.12K	1.35K	+3.56%
Dec 31, 2023	DAVID J YVARS GROUP	0.19%	42.53K	691.08K	-4.97K	-10.46%
Dec 31, 2023	WALKER ASSET MANAGEMENT, LLC	0.21%	46.31K	749.82K	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	47.03K	761.37K	-2.52K	-5.09%
Dec 31, 2023	BISON WEALTH, LLC	0.23%	52.02K	842.14K	8.34K	+19.10%
Dec 31, 2023	WHITTIER TRUST CO	0.26%	58.07K	939.57K	311	+0.54%

Insiders

Among the GBAB insiders holding of N/A of the stake in company, WALSH ANNE BOOKWALTER, , holds the largest shares of 11K. BROCK-KYLE ANGELA, Trustee, is the second largest GBAB insider with ownership of 9.83K shares. TOUPIN RONALD E JR, director, stands third with possession of 6.14K shares of that stake.

Insiders	Designation	Shares Held
WALSH ANNE BOOKWALTER		11K
BROCK-KYLE ANGELA	Trustee	9.83K
TOUPIN RONALD E JR	director	6.14K
PASS JAMES E.	director	2K
CHUBB DONALD A. JR.	director	1.55K
NYBERG RONALD	director	505
LI ALLEN		0
FRIEDRICH ROMAN III	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 12, 2022	TOUPIN RONALD E JR	PURCHASE	15.48	700	10.84K	6.14K
Dec 04, 2020	TOUPIN RONALD E JR	PURCHASE	24.78	650	16.11K	3.02K
Nov 30, 2020	BROCK-KYLE ANGELA	PURCHASE	24.57	400	9.83K	9.83K
May 27, 2020	CHUBB DONALD A. JR.	PURCHASE	22.66	548	12.42K	1.55K
Dec 02, 2019	TOUPIN RONALD E JR	PURCHASE	23.40	325	7.61K	2.21K
Jun 27, 2019	TOUPIN RONALD E JR	PURCHASE	23.65	250	5.91K	1.84K
Jan 03, 2019	TOUPIN RONALD E JR	PURCHASE	22.22	132	2.93K	1.54K
Sep 28, 2017	TOUPIN RONALD E JR	PURCHASE	22.71	225	5.11K	1.29K
Sep 18, 2017	WALSH ANNE BOOKWALTER	PURCHASE	23.00	3K	69K	11K
Jun 29, 2017	TOUPIN RONALD E JR	PURCHASE	22.71	174	3.95K	1.05K
Dec 20, 2016	CHUBB DONALD A. JR.	PURCHASE	21.08	800	16.86K	1K
Sep 30, 2016	TOUPIN RONALD E JR	PURCHASE	23.21	125	2.9K	833
Mar 31, 2016	TOUPIN RONALD E JR	PURCHASE	23.11	100	2.31K	684
Jun 26, 2015	CHUBB DONALD A. JR.	PURCHASE	20.64	200	4.13K	200
Apr 06, 2015	TOUPIN RONALD E JR	PURCHASE	22.60	100	2.26K	541
Nov 18, 2014	TOUPIN RONALD E JR	PURCHASE	21.72	200	4.34K	429
Mar 28, 2014	LI ALLEN	SALE	20.81	2.9K	60.35K	0
Feb 24, 2014	TOUPIN RONALD E JR	PURCHASE	20.29	50	1.01K	216
Dec 26, 2013	FRIEDRICH ROMAN III	SALE	19.66	355	6.98K	0
Aug 19, 2013	LI ALLEN	PURCHASE	19.60	490	9.6K	2.9K
Jul 30, 2013	LI ALLEN	PURCHASE	20.45	300	6.14K	2.2K
Jul 05, 2013	LI ALLEN	PURCHASE	20.70	210	4.35K	2.11K
Jun 13, 2013	LI ALLEN	PURCHASE	21.65	400	8.66K	1.9K
Apr 18, 2013	LI ALLEN	PURCHASE	22.82	435	9.93K	1.5K
Apr 04, 2013	LI ALLEN	PURCHASE	22.80	55	1.25K	565
Feb 19, 2013	TOUPIN RONALD E JR	PURCHASE	22.62	50	1.13K	154
Dec 27, 2012	FRIEDRICH ROMAN III	PURCHASE	22.72	215	4.88K	355
Sep 12, 2012	TOUPIN RONALD E JR	PURCHASE	23.69	50	1.18K	101
May 29, 2012	LI ALLEN	SALE	22.30	1.8K	40.14K	510
Feb 28, 2012	TOUPIN RONALD E JR	PURCHASE	21.88	50	1.09K	50
Feb 23, 2012	TOUPIN RONALD E JR	PURCHASE	21.88	50	1.09K	50
Feb 23, 2012	FRIEDRICH ROMAN III	PURCHASE	21.93	140	3.07K	140
Nov 02, 2011	LI ALLEN	PURCHASE	20.05	500	10.03K	2.5K
Oct 28, 2011	NYBERG RONALD	PURCHASE	19.82	505	10.01K	505
Apr 13, 2011	LI ALLEN	PURCHASE	18.05	1K	18.05K	2K
Mar 22, 2011	LI ALLEN	PURCHASE	18.14	595	10.79K	1K
Dec 31, 2010	LI ALLEN	PURCHASE	17.81	101	1.8K	405
Dec 29, 2010	LI ALLEN	PURCHASE	17.71	204	3.61K	304
Dec 27, 2010	PASS JAMES E.	PURCHASE	17.69	2K	35.38K	2K
Nov 12, 2010	WALSH ANNE BOOKWALTER	PURCHASE	20.01	2K	40.02K	2K

Frequently Asked Questions