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, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 400.0% |
$6.28K - $7.41K
|
500
$7.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9+ 2.1% |
$141 - $167
|
438
$6.57K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.56K+ 39.29% |
$102K - $108K
|
23.3K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.31K+ 0.83% |
$98.3K - $103K
|
769K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.09KNew |
$32.5K - $34.2K
|
2.09K
$31.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$28K - $29.5K
|
1.8K
$27K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
500New |
$7.79K - $8.2K
|
500
$7.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5KNew |
$201K - $214K
|
12.5K
$188K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
800+ 5.98% |
$12.8K - $13.7K
|
14.2K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$6.42K - $6.84K
|
400
$6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
166New |
$2.67K - $2.84K
|
166
$2.49K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
15.5KNew |
$222K - $257K
|
15.5K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$28.7K - $33.2K
|
2K
$30K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.01KNew |
$14.5K - $16.7K
|
1.01K
$15.1K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
8KNew |
$119K - $135K
|
8K
$120K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.5KNew |
$37.1K - $42.2K
|
2.5K
$37.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
585+ 2.71% |
$8.67K - $9.88K
|
22.2K
$333K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
306New |
$4.53K - $5.17K
|
306
$4.59K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$148 - $169
|
10
$150
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
750New |
$11.9K - $12.9K
|
750
$11.3K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5KNew |
$366K - $399K
|
22.5K
$338K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.3KNew |
$184K - $201K
|
11.3K
$170K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.7KNew |
$27.6K - $30.1K
|
1.7K
$25.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
700+ 45.54% |
$11.4K - $12.4K
|
2.24K
$33.6K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
394New |
$6.4K - $6.99K
|
394
$5.91K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.74% |
$374 - $408
|
3.12K
$46.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
650New |
$9.69K - $11K
|
650
$9.75K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.3KNew |
$201K - $253K
|
13.3K
$200K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
24.6KNew |
$419K - $499K
|
24.6K
$369K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.2KNew |
$190K - $227K
|
11.2K
$168K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.72KNew |
$114K - $136K
|
6.72K
$101K
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
416New |
$7.08K - $8.44K
|
416
$6.24K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
250New |
$4.25K - $5.07K
|
250
$3.75K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 1.2% |
$374 - $446
|
1.86K
$27.9K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.3KNew |
$337K - $431K
|
18.3K
$274K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
170New |
$3.14K - $4.01K
|
170
$2.55K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13KNew |
$316K - $328K
|
13K
$195K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14KNew |
$317K - $360K
|
14K
$210K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.51KNew |
$35.9K - $38.8K
|
1.51K
$22.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
44.9KNew |
$953K - $998K
|
44.9K
$674K
|
|