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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
310+ 0.93% |
$4.5K - $4.84K
|
33.7K
$503K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.7K- 12.27% |
$68.2K - $73.5K
|
33.6K
$502K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
559+ 4.46% |
$8.11K - $8.73K
|
13.1K
$196K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.21K- 1.58% |
$33.8K - $35.3K
|
138K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
40K+ 400.0% |
$611K - $638K
|
50K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.4K+ 10.82% |
$388K - $405K
|
260K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 6.04% |
$2.2M - $2.3M
|
2.53M
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.3KNew |
$187K - $195K
|
12.3K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-170K- 66.95% |
$2.6M - $2.71M
|
83.9K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-122K- 50.0% |
$1.86M - $1.94M
|
122K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.99KNew |
$30.4K - $31.7K
|
1.99K
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
251K+ 345.66% |
$3.84M - $4.01M
|
324K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 65.89% |
$1.86M - $1.94M
|
307K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
194K+ 81.15% |
$2.96M - $3.09M
|
432K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 5.4% |
$158K - $165K
|
181K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.01K+ 966.88% |
$91.9K - $95.9K
|
6.64K
$99.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.79K+ 4.85% |
$42.7K - $44.6K
|
60.4K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-500- 23.96% |
$7.64K - $7.98K
|
1.59K
$23.7K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-90- 0.45% |
$1.38K - $1.44K
|
19.8K
$297K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 21.34% |
$46.9K - $49K
|
11.3K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-389- 0.2% |
$5.94K - $6.2K
|
194K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-6.92K- 5.15% |
$106K - $110K
|
127K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-46K- 82.95% |
$702K - $733K
|
9.45K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.43K+ 10.78% |
$144K - $150K
|
96.9K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 20.0% |
$3.06K - $3.19K
|
1.2K
$17.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
970+ 2.57% |
$14.8K - $15.5K
|
38.7K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2K+ 57.69% |
$171K - $179K
|
30.6K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13KNew |
$198K - $207K
|
13K
$194K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
82+ 0.54% |
$1.25K - $1.31K
|
15.2K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
571+ 2.73% |
$8.72K - $9.11K
|
21.5K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
40.4KNew |
$618K - $645K
|
40.4K
$604K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.96K+ 12.68% |
$29.9K - $31.2K
|
17.4K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 65.48% |
$2.37M - $2.48M
|
393K
$5.87M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-43.3K- 36.72% |
$662K - $691K
|
74.6K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.19K+ 3.21% |
$33.5K - $34.9K
|
70.5K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.09K+ 14.68% |
$77.8K - $81.2K
|
39.8K
$594K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 0.36% |
$1.44K - $1.5K
|
26.2K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.49% |
$38.2K - $39.9K
|
69.1K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 1739.13% |
$30.6K - $31.9K
|
2.12K
$31.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 71.32% |
$216K - $225K
|
33.9K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.86K+ 14.96% |
$74.3K - $77.5K
|
37.4K
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.22K+ 5.63% |
$18.6K - $19.5K
|
22.9K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.13K+ 10.72% |
$140K - $146K
|
94.3K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.3K+ 37.07% |
$65.7K - $68.6K
|
15.9K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.52K- 91.22% |
$130K - $136K
|
820
$12.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-55.1K- 99.97% |
$843K - $879K
|
17
$254
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 1.85% |
$27.2K - $31.9K
|
99.8K
$1.49M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.09K- 19.51% |
$61.3K - $71.7K
|
16.9K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$260K - $304K
|
17.3K
$259K
|
|