Latest Institutional Transactions on Capital Grp Core Plus Income E (CGMS)
This table provides information on the latest institutional transactions involving Capital Grp Core Plus Income E (CGMS) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
345K+ 111.55% |
N/A
|
654K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29.5K+ 24.98% |
N/A
|
148K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2K+ 1.5% |
N/A
|
689K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
132K+ 18.62% |
N/A
|
841K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.02K- 22.35% |
N/A
|
10.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.91K+ 23.36% |
N/A
|
15.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.88K- 11.13% |
N/A
|
23K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.74K+ 52.47% |
N/A
|
22.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
141KNew |
N/A
|
141K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
27.2K+ 17.43% |
N/A
|
183K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
63.8K+ 56.25% |
N/A
|
177K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.17K+ 1.51% |
N/A
|
78.6K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 16.05% |
N/A
|
16.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 7.76% |
N/A
|
20.4K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.06K+ 10.35% |
N/A
|
11.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 0.87% |
N/A
|
11.4K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.68K+ 8.0% |
N/A
|
36.1K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
64.3K+ 306.42% |
N/A
|
85.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.62K- 1.52% |
N/A
|
105K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-30.2K- 22.38% |
N/A
|
105K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.81K+ 22.07% |
N/A
|
26.6K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
202+ 6.46% |
N/A
|
3.33K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
63+ 12.09% |
N/A
|
584
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
18.9K+ 11.43% |
N/A
|
185K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
42.7K+ 6.05% |
N/A
|
748K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
610+ 54.81% |
N/A
|
1.72K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-854- 4.79% |
N/A
|
17K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-91- 0.22% |
N/A
|
40.4K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.77M+ 21.63% |
N/A
|
9.94M
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.5K+ 10.94% |
N/A
|
96.4K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45+ 1.42% |
N/A
|
3.22K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.4K- 6.24% |
N/A
|
487K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.82K+ 52.01% |
N/A
|
17K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.43K+ 7.83% |
N/A
|
33.5K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.79K+ 59.25% |
N/A
|
23.6K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.1K+ 1.96% |
N/A
|
57.3K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.2K+ 58.25% |
N/A
|
82.1K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.11K+ 118.5% |
N/A
|
5.73K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.18K- 27.21% |
N/A
|
21.9K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7.47KNew |
N/A
|
7.47K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.2K+ 41.6% |
N/A
|
79.1K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
429K+ 18.97% |
N/A
|
2.69M
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
289KNew |
N/A
|
289K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.19K- 19.17% |
N/A
|
38.7K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.8K+ 19.9% |
N/A
|
252K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-21- 0.27% |
N/A
|
7.63K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.46K- 16.0% |
N/A
|
18.2K
$0
|