Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-62.8K- 70.74% |
N/A
|
26K
$0
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-48.4K- 45.92% |
N/A
|
57K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.4K- 10.8% |
N/A
|
169K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-14.6K- 12.01% |
N/A
|
107K
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-13.1K- 2.16% |
N/A
|
593K
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.6K- 19.12% |
N/A
|
53.2K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.55K- 7.47% |
N/A
|
81.1K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.13K- 6.29% |
N/A
|
76.4K
$0
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.39K- 5.41% |
N/A
|
59.3K
$0
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.36K- 2.11% |
N/A
|
156K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.34K- 11.78% |
N/A
|
17.5K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-2.3K- 7.73% |
N/A
|
27.4K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-2.12K- 3.08% |
N/A
|
66.7K
$0
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.87K- 6.08% |
N/A
|
28.9K
$0
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.86K- 13.54% |
N/A
|
11.9K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.43K- 5.24% |
N/A
|
25.9K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-1.34K- 5.3% |
N/A
|
24K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 1.27% |
N/A
|
96.1K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.23K- 5.57% |
N/A
|
20.9K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.1K- 2.44% |
N/A
|
44.2K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.02K- 0.65% |
N/A
|
155K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-845- 1.78% |
N/A
|
46.7K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-310- 1.99% |
N/A
|
15.2K
$0
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-67- 7.44% |
N/A
|
834
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-62- 40.0% |
N/A
|
93
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-688K- 40.0% |
N/A
|
1.03M
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-256K- 96.82% |
N/A
|
8.41K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-75.8K- 49.73% |
N/A
|
76.7K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56K- 59.13% |
N/A
|
38.7K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36.2K- 79.53% |
N/A
|
9.33K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-32.9K- 43.86% |
N/A
|
42.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 4.7% |
N/A
|
513K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.3K- 47.93% |
N/A
|
13.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.21K- 14.17% |
N/A
|
19.5K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.01K- 23.49% |
N/A
|
9.81K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.25K- 2.77% |
N/A
|
79K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.8K- 6.66% |
N/A
|
25.3K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.26K- 0.25% |
N/A
|
497K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-542- 2.99% |
N/A
|
17.6K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-230- 1.53% |
N/A
|
14.8K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.25K- 16.36% |
N/A
|
11.5K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.9K- 24.58% |
N/A
|
36.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-9.56K- 18.55% |
N/A
|
42K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.35K- 62.45% |
N/A
|
1.41K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-717- 1.75% |
N/A
|
40.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-350- 41.18% |
N/A
|
500
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.16K- 4.9% |
N/A
|
22.5K
$0
|
|