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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-67- 7.44% |
N/A
|
834
$0
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.86K- 13.54% |
N/A
|
11.9K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
685+ 10.71% |
N/A
|
7.08K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
7.69K+ 6.82% |
N/A
|
121K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
43.7K+ 83.74% |
N/A
|
95.9K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.41K+ 3.3% |
N/A
|
75.3K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
32.1K+ 305.6% |
N/A
|
42.5K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
123New |
N/A
|
123
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
95.7KNew |
N/A
|
95.7K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 122900.0% |
N/A
|
1.23K
$0
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
253KNew |
N/A
|
253K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
406New |
N/A
|
406
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
N/A
|
2.24K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 92.36% |
N/A
|
21.4K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.34KNew |
N/A
|
7.34K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
117KNew |
N/A
|
117K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36.2K- 79.53% |
N/A
|
9.33K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.3K- 47.93% |
N/A
|
13.4K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
43.9K+ 117.12% |
N/A
|
81.5K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
70New |
N/A
|
70
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
977+ 0.69% |
N/A
|
143K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-256K- 96.82% |
N/A
|
8.41K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.73KNew |
N/A
|
2.73K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
86New |
N/A
|
86
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.89KNew |
N/A
|
7.89K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
117New |
N/A
|
117
$0
|
|
| Q3 2024 | |||||||
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-14.9K- 65.65% |
N/A
|
7.78K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
325+ 14.32% |
N/A
|
2.59K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.36K+ 9.91% |
N/A
|
26.2K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.13KNew |
N/A
|
1.13K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.9K+ 12.93% |
N/A
|
646K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 29.26% |
N/A
|
494K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.69K+ 89.6% |
N/A
|
5.69K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.14KNew |
N/A
|
7.14K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
37.8KNew |
N/A
|
37.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
86.5KNew |
N/A
|
86.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-9.56K- 18.55% |
N/A
|
42K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43.6K+ 24.57% |
N/A
|
221K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.35K- 62.45% |
N/A
|
1.41K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.06KNew |
N/A
|
4.06K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-350- 41.18% |
N/A
|
500
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-717- 1.75% |
N/A
|
40.1K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.86K+ 60.43% |
N/A
|
15.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55K+ 237.82% |
N/A
|
78.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
134K+ 141.08% |
N/A
|
228K
$0
|
|