Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 8.19% |
$2.36M - $2.79M
|
1.99M
$31.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92.7K+ 263.88% |
$1.46M - $1.72M
|
128K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83K+ 51.28% |
$1.3M - $1.54M
|
245K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
59.4KNew |
$933K - $1.1M
|
59.4K
$942K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34.8KNew |
$547K - $645K
|
34.8K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22KNew |
$346K - $408K
|
22K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 158.93% |
$333K - $392K
|
34.5K
$547K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6K+ 1658.0% |
$260K - $307K
|
17.6K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 7.78% |
$236K - $278K
|
208K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 42.22% |
$227K - $268K
|
48.7K
$773K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.7KNew |
$215K - $253K
|
13.7K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$172K - $202K
|
10.9K
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 14.44% |
$158K - $186K
|
79.6K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.31K+ 5.13% |
$131K - $154K
|
170K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8K+ 75.89% |
$126K - $148K
|
18.5K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
6.91K+ 4.89% |
$109K - $128K
|
148K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.14K+ 9.83% |
$96.4K - $114K
|
68.6K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 3.36% |
$93.6K - $110K
|
183K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.23K+ 2.15% |
$82.2K - $96.9K
|
249K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.84K+ 20.08% |
$76.1K - $89.7K
|
29K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48KNew |
$70.4K - $83K
|
4.48K
$71.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.45K+ 6.63% |
$69.9K - $82.4K
|
71.5K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.25K+ 3.89% |
$66.8K - $78.7K
|
113K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.23K+ 26.49% |
$66.4K - $78.3K
|
20.2K
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 4.13% |
$59.2K - $69.8K
|
95.1K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.54KNew |
$55.6K - $65.6K
|
3.54K
$56.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 10.29% |
$38K - $44.8K
|
25.9K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 12.24% |
$33K - $38.9K
|
19.3K
$305K
|
|
|
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
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
689New |
$10.8K - $12.8K
|
689
$10.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
658+ 2.52% |
$10.3K - $12.2K
|
26.8K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 400.0% |
$6.28K - $7.41K
|
500
$7.93K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
394+ 0.91% |
$6.19K - $7.3K
|
43.8K
$695K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
271+ 2.36% |
$4.26K - $5.02K
|
11.8K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
225+ 11.9% |
$3.53K - $4.17K
|
2.12K
$33.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
187+ 0.36% |
$2.94K - $3.46K
|
52.4K
$831K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
12+ 0.1% |
$189 - $222
|
11.5K
$182K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 2.1% |
$141 - $167
|
438
$6.95K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8+ 0.05% |
$126 - $148
|
15.1K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-141- 37.8% |
$2.22K - $2.61K
|
232
$3.68K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-286- 0.24% |
$4.49K - $5.3K
|
118K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-350- 2.56% |
$5.5K - $6.48K
|
13.3K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-390- 0.67% |
$6.13K - $7.22K
|
57.7K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-856- 8.39% |
$13.4K - $15.9K
|
9.35K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 9.88% |
$20.4K - $24.1K
|
11.9K
$188K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.74K- 7.68% |
$27.4K - $32.3K
|
20.9K
$332K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.77K- 4.98% |
$27.7K - $32.7K
|
33.7K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.65K- 14.33% |
$41.6K - $49.1K
|
15.8K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.2K- 7.46% |
$50.3K - $59.3K
|
39.7K
$630K
|