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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
395K+ 19.88% |
$5.93M - $6.94M
|
2.38M
$35.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
239KNew |
$3.58M - $4.19M
|
239K
$3.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 204.29% |
$2.39M - $2.8M
|
237K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
156K+ 537.93% |
$2.34M - $2.73M
|
185K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
140KNew |
$2.1M - $2.46M
|
140K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
122K+ 100.0% |
$1.82M - $2.13M
|
243K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
118KNew |
$1.77M - $2.07M
|
118K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
87.4KNew |
$1.31M - $1.53M
|
87.4K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
72.7KNew |
$1.09M - $1.28M
|
72.7K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
55.4KNew |
$831K - $973K
|
55.4K
$831K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
55.2KNew |
$827K - $968K
|
55.2K
$827K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
33.7K+ 56.66% |
$505K - $591K
|
93.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27K+ 13.01% |
$406K - $474K
|
235K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.6K+ 14.46% |
$369K - $432K
|
195K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
19.9KNew |
$299K - $350K
|
19.9K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$260K - $304K
|
17.3K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
$238K - $278K
|
15.8K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
15.4KNew |
$231K - $271K
|
15.4K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
11.6KNew |
$174K - $204K
|
11.6K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
10.4KNew |
$156K - $183K
|
10.4K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10KNew |
$150K - $176K
|
10K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.9K+ 3.64% |
$134K - $156K
|
254K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.6K+ 7.04% |
$84K - $98.2K
|
85.1K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.24K+ 8.09% |
$63.6K - $74.4K
|
56.6K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.83K+ 28.04% |
$57.5K - $67.3K
|
17.5K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.83KNew |
$57.4K - $67.1K
|
3.83K
$57.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.92K+ 8.65% |
$43.7K - $51.2K
|
36.6K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 21.38% |
$38K - $44.5K
|
14.4K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54KNew |
$23.1K - $27K
|
1.54K
$23.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
775New |
$11.6K - $13.6K
|
775
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
622New |
$9.33K - $10.9K
|
622
$9.33K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
593+ 2.81% |
$8.9K - $10.4K
|
21.7K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400New |
$6K - $7.02K
|
400
$6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 2.36% |
$4.17K - $4.88K
|
12K
$180K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
196+ 0.76% |
$2.94K - $3.44K
|
26.1K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148+ 0.43% |
$2.22K - $2.6K
|
34.7K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
100+ 0.14% |
$1.5K - $1.76K
|
71.6K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8New |
$120 - $140
|
8
$120
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4+ 0.03% |
$60 - $70.2
|
15.1K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-70- 0.12% |
$1.05K - $1.23K
|
57.6K
$864K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-207- 0.3% |
$3.11K - $3.63K
|
68.4K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-998- 8.71% |
$15K - $17.5K
|
10.5K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 50.0% |
$15K - $17.6K
|
1K
$15K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 9.46% |
$18.7K - $21.8K
|
11.9K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.5K- 3.78% |
$22.5K - $26.3K
|
38.2K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2K- 94.56% |
$30K - $35.1K
|
115
$1.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.6K- 11.81% |
$39K - $45.6K
|
19.4K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3.02K- 8.5% |
$45.3K - $53K
|
32.5K
$487K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.09K- 19.51% |
$61.3K - $71.7K
|
16.9K
$253K
|