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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
51.3K+ 8.66% |
N/A
|
644K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.17K+ 22.05% |
N/A
|
12K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
692+ 59.6% |
N/A
|
1.85K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.2K- 55.1% |
N/A
|
11.6K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
58.9K+ 13.86% |
N/A
|
484K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
754+ 1061.97% |
N/A
|
825
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.5K+ 4.41% |
N/A
|
272K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.4KNew |
N/A
|
7.4K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.8K- 71.09% |
N/A
|
10.1K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.5K+ 21.57% |
N/A
|
189K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
758K+ 441.89% |
N/A
|
929K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2K+ 3.25% |
N/A
|
69.8K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.26K+ 9.63% |
N/A
|
105K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
10.8K+ 71.93% |
N/A
|
25.9K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180K- 33.64% |
N/A
|
355K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-104K- 67.98% |
N/A
|
49.2K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.5K+ 31.35% |
N/A
|
56.6K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
19.5K+ 44.27% |
N/A
|
63.5K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.13K+ 38.26% |
N/A
|
4.09K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.85K- 6.5% |
N/A
|
55.4K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
7.79K+ 18.45% |
N/A
|
50K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-1.1K- 3.01% |
N/A
|
35.3K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-100- 0.76% |
N/A
|
13.1K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.6K+ 13.85% |
N/A
|
514K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.33K+ 15.51% |
N/A
|
32.2K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.09K+ 4.63% |
N/A
|
69.7K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.66K+ 35.46% |
N/A
|
17.8K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
978+ 4.46% |
N/A
|
22.9K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
354+ 0.16% |
N/A
|
217K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
309+ 18.86% |
N/A
|
1.95K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.02K+ 7.55% |
N/A
|
114K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
98.7K+ 197.78% |
N/A
|
149K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
78+ 0.7% |
N/A
|
11.2K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-51.3K- 53.93% |
N/A
|
43.8K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.26K+ 4.03% |
N/A
|
58.4K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.07K+ 1.97% |
N/A
|
107K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-9.57K- 34.91% |
N/A
|
17.8K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.63K- 7.93% |
N/A
|
42.2K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
51.1KNew |
N/A
|
51.1K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-38.2K- 12.82% |
N/A
|
260K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.73K+ 3.04% |
N/A
|
58.7K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 36.99% |
N/A
|
67.3K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.08% |
N/A
|
94
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-106K- 74.56% |
N/A
|
36.2K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.15K+ 11.27% |
N/A
|
11.3K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
86.7K+ 145.86% |
N/A
|
146K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
179+ 1.41% |
N/A
|
12.9K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.1K+ 19.74% |
N/A
|
146K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|