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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
559+ 4.46% |
$8.11K - $8.73K
|
13.1K
$196K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
310+ 0.93% |
$4.5K - $4.84K
|
33.7K
$503K
|
|
| Q1 2025 | |||||||
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
194K+ 81.15% |
$2.96M - $3.09M
|
432K
$6.46M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 65.48% |
$2.37M - $2.48M
|
393K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 6.04% |
$2.2M - $2.3M
|
2.53M
$37.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 65.89% |
$1.86M - $1.94M
|
307K
$4.58M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
40.4KNew |
$618K - $645K
|
40.4K
$604K
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 71.32% |
$216K - $225K
|
33.9K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13KNew |
$198K - $207K
|
13K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.3KNew |
$187K - $195K
|
12.3K
$183K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2K+ 57.69% |
$171K - $179K
|
30.6K
$457K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.43K+ 10.78% |
$144K - $150K
|
96.9K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.13K+ 10.72% |
$140K - $146K
|
94.3K
$1.41M
|
|
|
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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.09K+ 14.68% |
$77.8K - $81.2K
|
39.8K
$594K
|
|
|
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 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.3K+ 37.07% |
$65.7K - $68.6K
|
15.9K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.79K+ 4.85% |
$42.7K - $44.6K
|
60.4K
$903K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.19K+ 3.21% |
$33.5K - $34.9K
|
70.5K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 1739.13% |
$30.6K - $31.9K
|
2.12K
$31.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.99KNew |
$30.4K - $31.7K
|
1.99K
$29.7K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.96K+ 12.68% |
$29.9K - $31.2K
|
17.4K
$260K
|
|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
970+ 2.57% |
$14.8K - $15.5K
|
38.7K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
571+ 2.73% |
$8.72K - $9.11K
|
21.5K
$321K
|
|
|
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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 0.36% |
$1.44K - $1.5K
|
26.2K
$392K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
82+ 0.54% |
$1.25K - $1.31K
|
15.2K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
33.7K+ 56.66% |
$505K - $591K
|
93.1K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$260K - $304K
|
17.3K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
$238K - $278K
|
15.8K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
10.4KNew |
$156K - $183K
|
10.4K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.24K+ 8.09% |
$63.6K - $74.4K
|
56.6K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.83K+ 28.04% |
$57.5K - $67.3K
|
17.5K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.83KNew |
$57.4K - $67.1K
|
3.83K
$57.1K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 1.85% |
$27.2K - $31.9K
|
99.8K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54KNew |
$23.1K - $27K
|
1.54K
$23K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
775New |
$11.6K - $13.6K
|
775
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400New |
$6K - $7.02K
|
400
$5.98K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 2.36% |
$4.17K - $4.88K
|
12K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$120 - $140
|
8
$120
|
|
| 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
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6K+ 1658.0% |
$260K - $307K
|
17.6K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$172K - $202K
|
10.9K
$163K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8K+ 75.89% |
$126K - $148K
|
18.5K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 3.36% |
$93.6K - $110K
|
183K
$2.74M
|
|