Latest Institutional Transactions on Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
This table provides information on the latest institutional transactions involving Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.74K- 7.68% |
$27.4K - $32.3K
|
20.9K
$319K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.7KNew |
$215K - $253K
|
13.7K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
6.91K+ 4.89% |
$109K - $128K
|
148K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.23K+ 2.15% |
$82.2K - $96.9K
|
249K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 9.88% |
$20.4K - $24.1K
|
11.9K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-390- 0.67% |
$6.13K - $7.22K
|
57.7K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 7.78% |
$236K - $278K
|
208K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 8.19% |
$2.36M - $2.79M
|
1.99M
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83K+ 51.28% |
$1.3M - $1.54M
|
245K
$3.73M
|
|
|
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
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.84K+ 20.08% |
$76.1K - $89.7K
|
29K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.79K- 6.79% |
$107K - $126K
|
93.3K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 158.93% |
$333K - $392K
|
34.5K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.65K- 14.33% |
$41.6K - $49.1K
|
15.8K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.54KNew |
$55.6K - $65.6K
|
3.54K
$53.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.31K+ 5.13% |
$131K - $154K
|
170K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48KNew |
$70.4K - $83K
|
4.48K
$68.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 400.0% |
$6.28K - $7.41K
|
500
$7.61K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.14K+ 9.83% |
$96.4K - $114K
|
68.6K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22KNew |
$346K - $408K
|
22K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.23K+ 26.49% |
$66.4K - $78.3K
|
20.2K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
59.4KNew |
$933K - $1.1M
|
59.4K
$904K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-215K- 73.4% |
$3.38M - $3.98M
|
78K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
8+ 0.05% |
$126 - $148
|
15.1K
$230K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
187+ 0.36% |
$2.94K - $3.46K
|
52.4K
$797K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34.8KNew |
$547K - $645K
|
34.8K
$530K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
12+ 0.1% |
$189 - $222
|
11.5K
$174K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-350- 2.56% |
$5.5K - $6.48K
|
13.3K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
271+ 2.36% |
$4.26K - $5.02K
|
11.8K
$179K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.25K+ 3.89% |
$66.8K - $78.7K
|
113K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 12.24% |
$33K - $38.9K
|
19.3K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
394+ 0.91% |
$6.19K - $7.3K
|
43.8K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
658+ 2.52% |
$10.3K - $12.2K
|
26.8K
$407K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 14.44% |
$158K - $186K
|
79.6K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 4.13% |
$59.2K - $69.8K
|
95.1K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
689New |
$10.8K - $12.8K
|
689
$10.5K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-59.6K- 78.22% |
$936K - $1.1M
|
16.6K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.6K+ 1658.0% |
$260K - $307K
|
17.6K
$268K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.2K- 7.46% |
$50.3K - $59.3K
|
39.7K
$604K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 10.29% |
$38K - $44.8K
|
25.9K
$395K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-286- 0.24% |
$4.49K - $5.3K
|
118K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.45K+ 6.63% |
$69.9K - $82.4K
|
71.5K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 42.22% |
$227K - $268K
|
48.7K
$741K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 3.36% |
$93.6K - $110K
|
183K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92.7K+ 263.88% |
$1.46M - $1.72M
|
128K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-141- 37.8% |
$2.22K - $2.61K
|
232
$3.53K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8K+ 75.89% |
$126K - $148K
|
18.5K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-856- 8.39% |
$13.4K - $15.9K
|
9.35K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
225+ 11.9% |
$3.53K - $4.17K
|
2.12K
$32.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$172K - $202K
|
10.9K
$166K
|