Stock ownership · SEC 13F · Q4 2024

GUGGENHEIM TAXABLE MUNICP BO

A breakdown of GUGGENHEIM TAXABLE MUNICP BO's institutional base (CUSIP 401664107): the holders, the concentration among them, and what changed last quarter.

$256K
Reported value
1
Institutions
100%
Top-5 share

The verdict

$256K of GUGGENHEIM TAXABLE MUNICP BO is reported by 1 institutions as of Q4 2024; ownership is held overwhelmingly by a small core of institutions.

1
institutions hold it
$256K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$256K

Institutional 13F value

Institutions

1

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

1

Opened Q4 2024

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 B. Riley Wealth Advisors, Inc. 16,854 $256K 100.0%

Latest Quarter Activity · Q4 2024

New positions (1)

What the data says about GUGGENHEIM TAXABLE MUNICP BO

A handful of institutions account for most of the reported institutional float here.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold GUGGENHEIM TAXABLE MUNICP BO?
GUGGENHEIM TAXABLE MUNICP BO is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of GUGGENHEIM TAXABLE MUNICP BO?
Institutions report $256K of GUGGENHEIM TAXABLE MUNICP BO as of Q4 2024.
How concentrated is ownership of GUGGENHEIM TAXABLE MUNICP BO?
The top five institutional holders account for 100% of the reported institutional value in GUGGENHEIM TAXABLE MUNICP BO, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of GUGGENHEIM TAXABLE MUNICP BO?
B. Riley Wealth Advisors, Inc. is the largest reported holder of GUGGENHEIM TAXABLE MUNICP BO with $256K across 16,854 shares as of Q4 2024.
Where does this GUGGENHEIM TAXABLE MUNICP BO data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.