Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
266K+ 82.15% |
$3.86M - $4.15M
|
590K
$9.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 6.21% |
$2.28M - $2.45M
|
2.68M
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
139KNew |
$2.01M - $2.17M
|
139K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
52.5K+ 308682.34% |
$761K - $820K
|
52.5K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.8K+ 14.61% |
$650K - $700K
|
351K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$530K - $570K
|
36.5K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.8K+ 17.93% |
$506K - $544K
|
229K
$3.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.9K+ 326.96% |
$448K - $483K
|
40.3K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
24.9K+ 49.85% |
$362K - $389K
|
74.9K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 10.82% |
$284K - $306K
|
201K
$3.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.2K+ 53.53% |
$263K - $284K
|
52.1K
$805K
|
|
|
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 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$182K - $196K
|
12.6K
$194K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.1KNew |
$146K - $157K
|
10.1K
$156K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.18K+ 21.13% |
$119K - $128K
|
46.9K
$726K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.56K+ 11.48% |
$66.2K - $71.3K
|
44.3K
$686K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.24K+ 3.17% |
$32.5K - $34.9K
|
72.8K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 1.56% |
$21.4K - $23K
|
95.8K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.43K+ 8.25% |
$20.8K - $22.4K
|
18.8K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
1.08K+ 0.85% |
$15.7K - $16.9K
|
128K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 8.4% |
$14.5K - $15.6K
|
12.9K
$200K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
559+ 4.46% |
$8.11K - $8.73K
|
13.1K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
310+ 0.93% |
$4.5K - $4.84K
|
33.7K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
199+ 10.01% |
$2.89K - $3.11K
|
2.19K
$33.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-60- 0.57% |
$871 - $937
|
10.4K
$161K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-400- 0.58% |
$5.8K - $6.25K
|
68.7K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-800- 5.32% |
$11.6K - $12.5K
|
14.3K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-966- 3.68% |
$14K - $15.1K
|
25.3K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 9.01% |
$14.8K - $15.9K
|
10.3K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.67K- 8.41% |
$24.2K - $26.1K
|
18.2K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.8K- 1.58% |
$26.1K - $28.1K
|
112K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.06K- 97.26% |
$29.8K - $32.1K
|
58
$897
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.4K- 3.97% |
$34.8K - $37.5K
|
58K
$898K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.68K- 7.0% |
$38.8K - $41.8K
|
35.5K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.89K- 2.94% |
$41.9K - $45.1K
|
95.1K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.99K- 3.08% |
$43.3K - $46.6K
|
93.9K
$1.45M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.78K- 3.97% |
$54.8K - $59K
|
91.3K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.21K- 11.27% |
$61.1K - $65.8K
|
33.1K
$513K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.7K- 12.27% |
$68.2K - $73.5K
|
33.6K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4.84K- 72.94% |
$70.2K - $75.6K
|
1.8K
$27.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7.32K- 18.09% |
$106K - $114K
|
33.1K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.47K- 8.9% |
$108K - $117K
|
76.4K
$1.18M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.47K- 8.9% |
$108K - $117K
|
76.4K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.8K- 38.54% |
$171K - $184K
|
18.8K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-17K- 14.47% |
$247K - $266K
|
101K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.2K- 11.22% |
$424K - $456K
|
231K
$3.57M
|
|