Latest Institutional Purchases of Capital Grp Core Plus Income E (CGMS)
This list provides information on the latest institutional transactions involving Capital Grp Core Plus Income E (CGMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
14K+ 3.17% |
N/A
|
456K
$0
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13.9K+ 17.21% |
N/A
|
94.6K
$0
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13.7K+ 1.9% |
N/A
|
733K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13.2K+ 14.29% |
N/A
|
105K
$0
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.1K+ 22.12% |
N/A
|
66.7K
$0
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
11.9K+ 7.77% |
N/A
|
166K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.4K+ 2.48% |
N/A
|
473K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
11.3K+ 25.17% |
N/A
|
56.1K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11.1K+ 3.85% |
N/A
|
298K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
11K+ 35.35% |
N/A
|
42.2K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
10.7K+ 32.15% |
N/A
|
44K
$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
|
Creative Financial Designs Inc
|
BUY
|
- |
9.22K+ 2.83% |
N/A
|
335K
$0
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.52K+ 24.62% |
N/A
|
43.1K
$0
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.33K+ 14.05% |
N/A
|
67.6K
$0
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.26KNew |
N/A
|
8.26K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
7.69K+ 6.82% |
N/A
|
121K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
N/A
|
7.65K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.42K+ 7.51% |
N/A
|
106K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.33K+ 98.83% |
N/A
|
14.7K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.28KNew |
N/A
|
7.28K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24K+ 38.99% |
N/A
|
25.8K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
7.02K+ 21.87% |
N/A
|
39.1K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.01K+ 66.37% |
N/A
|
17.6K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.38K+ 14.95% |
N/A
|
49.1K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
6.25K+ 3.47% |
N/A
|
186K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
6.24K+ 28.78% |
N/A
|
27.9K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.16K+ 69.23% |
N/A
|
15.1K
$0
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.15K+ 25.87% |
N/A
|
29.9K
$0
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.08K+ 12.12% |
N/A
|
56.2K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.94K+ 61.81% |
N/A
|
15.5K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.74K+ 4.94% |
N/A
|
122K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.72K+ 4.74% |
N/A
|
126K
$0
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.49K+ 0.27% |
N/A
|
2.05M
$0
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
5.41K+ 19.93% |
N/A
|
32.5K
$0
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.38K+ 28.24% |
N/A
|
24.4K
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.23KNew |
N/A
|
5.23K
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.85K+ 22.25% |
N/A
|
26.7K
$0
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.62K+ 27.17% |
N/A
|
21.6K
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.07K+ 7.85% |
N/A
|
55.9K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.05K+ 13.05% |
N/A
|
35.1K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.8K+ 9.04% |
N/A
|
45.8K
$0
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.77K+ 139.08% |
N/A
|
6.47K
$0
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64K+ 23.11% |
N/A
|
19.4K
$0
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.25K+ 9.8% |
N/A
|
36.4K
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 98.57% |
N/A
|
6.24K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.06K+ 30.16% |
N/A
|
13.2K
$0
|