Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
184K+ 78.43% |
$2.73M - $2.93M
|
419K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 61.38% |
$2.1M - $2.25M
|
373K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 3.99% |
$1.59M - $1.7M
|
2.79M
$43.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
35.7KNew |
$529K - $568K
|
35.7K
$553K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
32.7K+ 5.54% |
$484K - $519K
|
622K
$9.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
26K+ 34.7% |
$385K - $413K
|
101K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
24.4KNew |
$360K - $387K
|
24.4K
$377K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6KNew |
$305K - $327K
|
20.6K
$319K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.5K+ 4.12% |
$214K - $230K
|
366K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11.6KNew |
$172K - $185K
|
11.6K
$180K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
11.1K+ 8.61% |
$164K - $176K
|
140K
$2.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11K+ 21.12% |
$163K - $175K
|
63.1K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10.9KNew |
$161K - $173K
|
10.9K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
7.72K+ 41.05% |
$114K - $123K
|
26.5K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.52K+ 8.24% |
$111K - $120K
|
98.8K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.88K+ 3.0% |
$102K - $109K
|
236K
$3.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.25K+ 6.53% |
$92.5K - $99.3K
|
102K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.53K+ 42.18% |
$81.8K - $87.8K
|
18.6K
$288K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.19K+ 4.38% |
$47.2K - $50.6K
|
76K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.75K+ 21.92% |
$40.7K - $43.7K
|
15.3K
$237K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27KNew |
$33.6K - $36.1K
|
2.27K
$35.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
267+ 0.51% |
$3.95K - $4.24K
|
52.8K
$816K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
263+ 1.04% |
$3.89K - $4.18K
|
25.5K
$395K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
168+ 1.67% |
$2.49K - $2.67K
|
10.2K
$158K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
164+ 0.12% |
$2.43K - $2.61K
|
139K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
130New |
$1.92K - $2.07K
|
130
$2.01K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80+ 0.78% |
$1.18K - $1.27K
|
10.4K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$59.2 - $63.6
|
4
$61.9
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$530K - $570K
|
36.5K
$565K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.9K+ 326.96% |
$448K - $483K
|
40.3K
$624K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
14.5KNew |
$210K - $227K
|
14.5K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$198K - $213K
|
13.6K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7KNew |
$102K - $109K
|
7K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.4K+ 44.1% |
$78.4K - $84.4K
|
17.7K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 8.4% |
$14.5K - $15.6K
|
12.9K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13KNew |
$198K - $207K
|
13K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
4.3K+ 37.07% |
$65.7K - $68.6K
|
15.9K
$246K
|
|
|
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
$354K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 20.0% |
$3.06K - $3.19K
|
1.2K
$18.6K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
82+ 0.54% |
$1.25K - $1.31K
|
15.2K
$235K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
33.7K+ 56.66% |
$505K - $591K
|
93.1K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$260K - $304K
|
17.3K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.24K+ 8.09% |
$63.6K - $74.4K
|
56.6K
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.83K+ 28.04% |
$57.5K - $67.3K
|
17.5K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.83KNew |
$57.4K - $67.1K
|
3.83K
$59.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54KNew |
$23.1K - $27K
|
1.54K
$23.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
775New |
$11.6K - $13.6K
|
775
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400New |
$6K - $7.02K
|
400
$6.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 2.36% |
$4.17K - $4.88K
|
12K
$186K
|
|