Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
10.4KNew |
$156K - $183K
|
10.4K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.6K+ 7.04% |
$84K - $98.2K
|
85.1K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.92K+ 8.65% |
$43.7K - $51.2K
|
36.6K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54KNew |
$23.1K - $27K
|
1.54K
$23.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
775New |
$11.6K - $13.6K
|
775
$12K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
593+ 2.81% |
$8.9K - $10.4K
|
21.7K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 9.46% |
$18.7K - $21.8K
|
11.9K
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.5K- 3.78% |
$22.5K - $26.3K
|
38.2K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2K- 94.56% |
$30K - $35.1K
|
115
$1.78K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-7.12K- 16.26% |
$107K - $125K
|
36.7K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.34K- 99.89% |
$140K - $164K
|
10
$155
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-9.75K- 29.15% |
$146K - $171K
|
23.7K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-14K- 9.45% |
$210K - $246K
|
134K
$2.08M
|