Purchases and Sales Made in Q1 2025 in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
This table provides information about the institutional ownership of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) during Q1 2025. The information is specifically focused on institutions that hold shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.5K+ 125340.0% |
$192K - $200K
|
12.5K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.3KNew |
$187K - $195K
|
12.3K
$183K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 13.77% |
$181K - $189K
|
98K
$1.46M
|
|
|
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 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.7K+ 4.63% |
$25.9K - $27.1K
|
38.3K
$573K
|
|
|
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
|
|
|
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
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-389- 0.2% |
$5.94K - $6.2K
|
194K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-500- 23.96% |
$7.64K - $7.98K
|
1.59K
$23.7K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.21K- 1.58% |
$33.8K - $35.3K
|
138K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.49% |
$38.2K - $39.9K
|
69.1K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 21.34% |
$46.9K - $49K
|
11.3K
$169K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-3.3K- 8.99% |
$50.4K - $52.6K
|
33.4K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-6.92K- 5.15% |
$106K - $110K
|
127K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.52K- 91.22% |
$130K - $136K
|
820
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 5.4% |
$158K - $165K
|
181K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-43.3K- 36.72% |
$662K - $691K
|
74.6K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-46K- 82.95% |
$702K - $733K
|
9.45K
$141K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-55.1K- 99.97% |
$843K - $879K
|
17
$254
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-122K- 50.0% |
$1.86M - $1.94M
|
122K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-170K- 66.95% |
$2.6M - $2.71M
|
83.9K
$1.25M
|