Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-215K- 73.4% |
$3.38M - $3.98M
|
78K
$1.23M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-59.6K- 78.22% |
$936K - $1.1M
|
16.6K
$261K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-36.2K- 51.99% |
$569K - $671K
|
33.4K
$526K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.79K- 6.79% |
$107K - $126K
|
93.3K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.2K- 7.46% |
$50.3K - $59.3K
|
39.7K
$624K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.65K- 14.33% |
$41.6K - $49.1K
|
15.8K
$249K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.77K- 4.98% |
$27.7K - $32.7K
|
33.7K
$530K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 9.88% |
$20.4K - $24.1K
|
11.9K
$186K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-856- 8.39% |
$13.4K - $15.9K
|
9.35K
$147K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-390- 0.67% |
$6.13K - $7.22K
|
57.7K
$907K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-350- 2.56% |
$5.5K - $6.48K
|
13.3K
$210K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-286- 0.24% |
$4.49K - $5.3K
|
118K
$1.85M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-141- 37.8% |
$2.22K - $2.61K
|
232
$3.65K
|
|
Q2 2024 | |||||||
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3.6K- 9.21% |
$56.1K - $59.1K
|
35.5K
$558K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.5K- 71.43% |
$23.4K - $24.6K
|
600
$9.43K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-332- 2.46% |
$5.17K - $5.44K
|
13.2K
$207K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-46.1K- 54.08% |
$740K - $788K
|
39.1K
$615K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-14.2K- 50.81% |
$204K - $236K
|
13.8K
$216K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1.68K- 2.4% |
$24.9K - $28.4K
|
68.3K
$1.07M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-670- 79.29% |
$9.93K - $11.3K
|
175
$2.75K
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.6K- 34.75% |
$343K - $370K
|
40.5K
$636K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.23K- 10.17% |
$19.6K - $21.1K
|
10.9K
$171K
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
SELL
|
- |
-225- 1.87% |
$3.58K - $3.86K
|
11.8K
$186K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.08K- 10.87% |
$120K - $137K
|
66.2K
$1.04M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.8K- 35.96% |
$86.4K - $98.5K
|
10.3K
$162K
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-572- 1.65% |
$8.53K - $9.72K
|
34.2K
$537K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-445- 64.96% |
$6.63K - $7.56K
|
240
$3.77K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-208Closed |
$3.14K - $3.95K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-20.2KClosed |
$344K - $410K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12KClosed |
$204K - $243K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-11.5KClosed |
$195K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.2KClosed |
$20.4K - $24.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-48Closed |
$816 - $974
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31KClosed |
$572K - $731K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.3KClosed |
$412K - $527K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.7KClosed |
$31.4K - $40.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-650Closed |
$12K - $15.3K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42.7KClosed |
$990K - $1.04M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.7KClosed |
$805K - $848K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12KClosed |
$279K - $294K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-819Closed |
$19K - $20K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83Closed |
$1.93K - $2.03K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.62KClosed |
$209K - $218K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-320- 88.89% |
$7.78K - $8.08K
|
40
$629
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-21Closed |
$510 - $530
|
0
$0
|
|
Q2 2021 | |||||||
Jul 22, 2021
Q2 2021
|
Busey Wealth Management
|
SELL
|
- |
-11KClosed |
$257K - $274K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-900Closed |
$20.4K - $23.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-833Closed |
$18.8K - $21.4K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-20.4KClosed |
$485K - $523K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-88Closed |
$2.09K - $2.26K
|
0
$0
|