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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 8.19% |
$2.36M - $2.79M
|
1.99M
$31.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92.7K+ 263.88% |
$1.46M - $1.72M
|
128K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83K+ 51.28% |
$1.3M - $1.54M
|
245K
$3.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
59.4KNew |
$933K - $1.1M
|
59.4K
$950K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34.8KNew |
$547K - $645K
|
34.8K
$557K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22KNew |
$346K - $408K
|
22K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 158.93% |
$333K - $392K
|
34.5K
$552K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6K+ 1658.0% |
$260K - $307K
|
17.6K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 7.78% |
$236K - $278K
|
208K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 42.22% |
$227K - $268K
|
48.7K
$779K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.7KNew |
$215K - $253K
|
13.7K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$172K - $202K
|
10.9K
$175K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 14.44% |
$158K - $186K
|
79.6K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.31K+ 5.13% |
$131K - $154K
|
170K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8K+ 75.89% |
$126K - $148K
|
18.5K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
6.91K+ 4.89% |
$109K - $128K
|
148K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.14K+ 9.83% |
$96.4K - $114K
|
68.6K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 3.36% |
$93.6K - $110K
|
183K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.23K+ 2.15% |
$82.2K - $96.9K
|
249K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.84K+ 20.08% |
$76.1K - $89.7K
|
29K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48KNew |
$70.4K - $83K
|
4.48K
$71.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.45K+ 6.63% |
$69.9K - $82.4K
|
71.5K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.25K+ 3.89% |
$66.8K - $78.7K
|
113K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.23K+ 26.49% |
$66.4K - $78.3K
|
20.2K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 4.13% |
$59.2K - $69.8K
|
95.1K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.54KNew |
$55.6K - $65.6K
|
3.54K
$56.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 10.29% |
$38K - $44.8K
|
25.9K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 12.24% |
$33K - $38.9K
|
19.3K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.73K+ 8.96% |
$27.2K - $32.1K
|
21.1K
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
689New |
$10.8K - $12.8K
|
689
$11K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
658+ 2.52% |
$10.3K - $12.2K
|
26.8K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 400.0% |
$6.28K - $7.41K
|
500
$8K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
394+ 0.91% |
$6.19K - $7.3K
|
43.8K
$701K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
271+ 2.36% |
$4.26K - $5.02K
|
11.8K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
225+ 11.9% |
$3.53K - $4.17K
|
2.12K
$33.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
187+ 0.36% |
$2.94K - $3.46K
|
52.4K
$837K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
12+ 0.1% |
$189 - $222
|
11.5K
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 2.1% |
$141 - $167
|
438
$7K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8+ 0.05% |
$126 - $148
|
15.1K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1KNew |
$204K - $215K
|
13.1K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.56K+ 39.29% |
$102K - $108K
|
23.3K
$372K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.49K+ 40.09% |
$101K - $106K
|
22.7K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.31K+ 0.83% |
$98.3K - $103K
|
769K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.09KNew |
$32.5K - $34.2K
|
2.09K
$33.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$28K - $29.5K
|
1.8K
$28.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
500New |
$7.79K - $8.2K
|
500
$8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
60K+ 97.5% |
$964K - $1.03M
|
122K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5KNew |
$201K - $214K
|
12.5K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2KNew |
$32.1K - $34.2K
|
2K
$32K
|
|