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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
239KNew |
$3.58M - $4.19M
|
239K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-998- 8.71% |
$15K - $17.5K
|
10.5K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 21.82% |
$63K - $73.7K
|
15.1K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
11.6KNew |
$174K - $204K
|
11.6K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
100+ 0.14% |
$1.5K - $1.76K
|
71.6K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$120 - $140
|
8
$127
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.1K- 43.2% |
$226K - $264K
|
19.8K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
55.2KNew |
$827K - $968K
|
55.2K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3.02K- 8.5% |
$45.3K - $53K
|
32.5K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 2.36% |
$4.17K - $4.88K
|
12K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
55.4KNew |
$831K - $973K
|
55.4K
$879K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
196+ 0.76% |
$2.94K - $3.44K
|
26.1K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
10.4KNew |
$156K - $183K
|
10.4K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
775New |
$11.6K - $13.6K
|
775
$12.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 9.46% |
$18.7K - $21.8K
|
11.9K
$189K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2K- 94.56% |
$30K - $35.1K
|
115
$1.82K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.34K- 99.89% |
$140K - $164K
|
10
$159
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
593+ 2.81% |
$8.9K - $10.4K
|
21.7K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-9.75K- 29.15% |
$146K - $171K
|
23.7K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.92K+ 8.65% |
$43.7K - $51.2K
|
36.6K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.6K+ 7.04% |
$84K - $98.2K
|
85.1K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.5K- 3.78% |
$22.5K - $26.3K
|
38.2K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-14K- 9.45% |
$210K - $246K
|
134K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54KNew |
$23.1K - $27K
|
1.54K
$24.4K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-7.12K- 16.26% |
$107K - $125K
|
36.7K
$582K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.74K- 7.68% |
$27.4K - $32.3K
|
20.9K
$332K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.7KNew |
$215K - $253K
|
13.7K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.23K+ 2.15% |
$82.2K - $96.9K
|
249K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 9.88% |
$20.4K - $24.1K
|
11.9K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-390- 0.67% |
$6.13K - $7.22K
|
57.7K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 7.78% |
$236K - $278K
|
208K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 8.19% |
$2.36M - $2.79M
|
1.99M
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83K+ 51.28% |
$1.3M - $1.54M
|
245K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.84K+ 20.08% |
$76.1K - $89.7K
|
29K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.79K- 6.79% |
$107K - $126K
|
93.3K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 158.93% |
$333K - $392K
|
34.5K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 400.0% |
$6.28K - $7.41K
|
500
$7.93K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48KNew |
$70.4K - $83K
|
4.48K
$71.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.31K+ 5.13% |
$131K - $154K
|
170K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.54KNew |
$55.6K - $65.6K
|
3.54K
$56.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.65K- 14.33% |
$41.6K - $49.1K
|
15.8K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.14K+ 9.83% |
$96.4K - $114K
|
68.6K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22KNew |
$346K - $408K
|
22K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.23K+ 26.49% |
$66.4K - $78.3K
|
20.2K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-215K- 73.4% |
$3.38M - $3.98M
|
78K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
59.4KNew |
$933K - $1.1M
|
59.4K
$942K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8+ 0.05% |
$126 - $148
|
15.1K
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
187+ 0.36% |
$2.94K - $3.46K
|
52.4K
$831K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-350- 2.56% |
$5.5K - $6.48K
|
13.3K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.25K+ 3.89% |
$66.8K - $78.7K
|
113K
$1.8M
|
|