Latest Institutional Purchases of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
This list provides information on the latest institutional transactions involving Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
266K+ 82.15% |
$3.86M - $4.15M
|
590K
$9.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 6.21% |
$2.28M - $2.45M
|
2.68M
$41.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
139KNew |
$2.01M - $2.17M
|
139K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
52.5K+ 308682.34% |
$761K - $820K
|
52.5K
$804K
|
|
|
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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$530K - $570K
|
36.5K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.8K+ 17.93% |
$506K - $544K
|
229K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.9K+ 326.96% |
$448K - $483K
|
40.3K
$618K
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 10.82% |
$284K - $306K
|
201K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.2K+ 53.53% |
$263K - $284K
|
52.1K
$798K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
14.5KNew |
$210K - $227K
|
14.5K
$222K
|
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$182K - $196K
|
12.6K
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.1KNew |
$146K - $157K
|
10.1K
$154K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.18K+ 21.13% |
$119K - $128K
|
46.9K
$719K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7KNew |
$102K - $109K
|
7K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.4K+ 44.1% |
$78.4K - $84.4K
|
17.7K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.56K+ 11.48% |
$66.2K - $71.3K
|
44.3K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.24K+ 3.17% |
$32.5K - $34.9K
|
72.8K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 1.56% |
$21.4K - $23K
|
95.8K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.43K+ 8.25% |
$20.8K - $22.4K
|
18.8K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
1.08K+ 0.85% |
$15.7K - $16.9K
|
128K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 8.4% |
$14.5K - $15.6K
|
12.9K
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
559+ 4.46% |
$8.11K - $8.73K
|
13.1K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
310+ 0.93% |
$4.5K - $4.84K
|
33.7K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
199+ 10.01% |
$2.89K - $3.11K
|
2.19K
$33.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13KNew |
$198K - $207K
|
13K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.3K+ 37.07% |
$65.7K - $68.6K
|
15.9K
$244K
|
|
|
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
$351K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
571+ 2.73% |
$8.72K - $9.11K
|
21.5K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 20.0% |
$3.06K - $3.19K
|
1.2K
$18.4K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
82+ 0.54% |
$1.25K - $1.31K
|
15.2K
$233K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
33.7K+ 56.66% |
$505K - $591K
|
93.1K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$260K - $304K
|
17.3K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.24K+ 8.09% |
$63.6K - $74.4K
|
56.6K
$867K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.83K+ 28.04% |
$57.5K - $67.3K
|
17.5K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.83KNew |
$57.4K - $67.1K
|
3.83K
$58.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54KNew |
$23.1K - $27K
|
1.54K
$23.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
775New |
$11.6K - $13.6K
|
775
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400New |
$6K - $7.02K
|
400
$6.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 2.36% |
$4.17K - $4.88K
|
12K
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$120 - $140
|
8
$123
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92.7K+ 263.88% |
$1.46M - $1.72M
|
128K
$1.96M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6K+ 1658.0% |
$260K - $307K
|
17.6K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$172K - $202K
|
10.9K
$167K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8K+ 75.89% |
$126K - $148K
|
18.5K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 3.36% |
$93.6K - $110K
|
183K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48KNew |
$70.4K - $83K
|
4.48K
$68.6K
|
|