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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27.4K+ 11.6% |
N/A
|
263K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 20.46% |
N/A
|
14K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
87.6K+ 68.01% |
N/A
|
216K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
50.9KNew |
N/A
|
50.9K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.85KNew |
N/A
|
9.85K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.15% |
N/A
|
13.8K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
123New |
N/A
|
123
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.22K+ 2.83% |
N/A
|
335K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
N/A
|
7.65K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
7.02K+ 21.87% |
N/A
|
39.1K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101K+ 9.54% |
N/A
|
1.16M
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6.25K+ 3.47% |
N/A
|
186K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.23K- 5.57% |
N/A
|
20.9K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.13K- 6.29% |
N/A
|
76.4K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
98.9K+ 28.02% |
N/A
|
452K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.6K+ 11.95% |
N/A
|
15K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-2.3K- 7.73% |
N/A
|
27.4K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40.7K+ 10.61% |
N/A
|
425K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20.7K+ 46.67% |
N/A
|
65K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.5K+ 61.06% |
N/A
|
59.4K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-62- 40.0% |
N/A
|
93
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.3K+ 21.6% |
N/A
|
154K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.1K- 2.44% |
N/A
|
44.2K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.49KNew |
N/A
|
1.49K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.1K+ 22.12% |
N/A
|
66.7K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
60.4K+ 73.81% |
N/A
|
142K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
551+ 1.32% |
N/A
|
42.3K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
95.7KNew |
N/A
|
95.7K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.02K+ 11.07% |
N/A
|
10.3K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 1.31% |
N/A
|
1.16K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.1K+ 3.85% |
N/A
|
298K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-845- 1.78% |
N/A
|
46.7K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.16K+ 69.23% |
N/A
|
15.1K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.74K+ 4.94% |
N/A
|
122K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
54.5KNew |
N/A
|
54.5K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.63K+ 0.76% |
N/A
|
216K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 1.27% |
N/A
|
96.1K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.12K+ 3.85% |
N/A
|
30.1K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
220K+ 13.76% |
N/A
|
1.82M
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.28KNew |
N/A
|
7.28K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.72K+ 4.74% |
N/A
|
126K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-2.12K- 3.08% |
N/A
|
66.7K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.8K+ 2.8% |
N/A
|
582K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.4K+ 2.48% |
N/A
|
473K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-310- 1.99% |
N/A
|
15.2K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
85+ 0.39% |
N/A
|
21.9K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 7.05% |
N/A
|
28.9K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.2K+ 14.29% |
N/A
|
105K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
61.1K+ 23.74% |
N/A
|
318K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.23K+ 27.96% |
N/A
|
10.2K
$0
|