Latest Institutional Transactions on Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
This table provides information on the latest institutional transactions involving Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 6.21% |
$2.28M - $2.45M
|
2.68M
$41.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 10.82% |
$284K - $306K
|
201K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
24.9K+ 49.85% |
$362K - $389K
|
74.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
266K+ 82.15% |
$3.86M - $4.15M
|
590K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.8K+ 14.61% |
$650K - $700K
|
351K
$5.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$198K - $213K
|
13.6K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$530K - $570K
|
36.5K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.4K- 3.97% |
$34.8K - $37.5K
|
58K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.2K- 11.22% |
$424K - $456K
|
231K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.4K+ 44.1% |
$78.4K - $84.4K
|
17.7K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.47K- 8.9% |
$108K - $117K
|
76.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$182K - $196K
|
12.6K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.67K- 8.41% |
$24.2K - $26.1K
|
18.2K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-238K- 55.05% |
$3.45M - $3.71M
|
194K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.8K- 38.54% |
$171K - $184K
|
18.8K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.89K- 2.94% |
$41.9K - $45.1K
|
95.1K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.8K+ 17.93% |
$506K - $544K
|
229K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.21K- 11.27% |
$61.1K - $65.8K
|
33.1K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
139KNew |
$2.01M - $2.17M
|
139K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.43K+ 8.25% |
$20.8K - $22.4K
|
18.8K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-158K- 40.16% |
$2.29M - $2.46M
|
235K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4.84K- 72.94% |
$70.2K - $75.6K
|
1.8K
$27.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-966- 3.68% |
$14K - $15.1K
|
25.3K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 9.01% |
$14.8K - $15.9K
|
10.3K
$158K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.8K- 1.58% |
$26.1K - $28.1K
|
112K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.56K+ 11.48% |
$66.2K - $71.3K
|
44.3K
$679K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7KNew |
$102K - $109K
|
7K
$107K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-40.9K- 54.77% |
$593K - $638K
|
33.8K
$517K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.24K+ 3.17% |
$32.5K - $34.9K
|
72.8K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.18K+ 21.13% |
$119K - $128K
|
46.9K
$719K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
199+ 10.01% |
$2.89K - $3.11K
|
2.19K
$33.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.06K- 97.26% |
$29.8K - $32.1K
|
58
$889
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.99K- 3.08% |
$43.3K - $46.6K
|
93.9K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.9K+ 326.96% |
$448K - $483K
|
40.3K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
52.5K+ 308682.34% |
$761K - $820K
|
52.5K
$804K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-60- 0.57% |
$871 - $937
|
10.4K
$159K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.2K+ 53.53% |
$263K - $284K
|
52.1K
$798K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-17K- 14.47% |
$247K - $266K
|
101K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 8.4% |
$14.5K - $15.6K
|
12.9K
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-800- 5.32% |
$11.6K - $12.5K
|
14.3K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.1KNew |
$146K - $157K
|
10.1K
$154K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
1.08K+ 0.85% |
$15.7K - $16.9K
|
128K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 1.56% |
$21.4K - $23K
|
95.8K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.68K- 7.0% |
$38.8K - $41.8K
|
35.5K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7.32K- 18.09% |
$106K - $114K
|
33.1K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-400- 0.58% |
$5.8K - $6.25K
|
68.7K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
14.5KNew |
$210K - $227K
|
14.5K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
310+ 0.93% |
$4.5K - $4.84K
|
33.7K
$516K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.7K- 12.27% |
$68.2K - $73.5K
|
33.6K
$515K
|