Purchases and Sales Made in Q1 2025 in Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITAL GRP CORE PLUS INCOME E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
49.8KNew |
N/A
|
49.8K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.2KNew |
N/A
|
48.2K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
43.7K+ 83.74% |
N/A
|
95.9K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40.7K+ 10.61% |
N/A
|
425K
$0
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
40.5KNew |
N/A
|
40.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.9K+ 5.23% |
N/A
|
723K
$0
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.5KNew |
N/A
|
33.5K
$0
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.2K+ 7.4% |
N/A
|
467K
$0
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
32.1K+ 11.49% |
N/A
|
311K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
32.1K+ 305.6% |
N/A
|
42.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32K+ 33.41% |
N/A
|
128K
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.6K+ 13.31% |
N/A
|
260K
$0
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30K+ 167.82% |
N/A
|
47.9K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
29K+ 19.58% |
N/A
|
177K
$0
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.3K+ 119.83% |
N/A
|
51.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
28.2K+ 5.62% |
N/A
|
529K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27.4K+ 11.6% |
N/A
|
263K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.3K+ 21.6% |
N/A
|
154K
$0
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
25.7K+ 110.72% |
N/A
|
48.9K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
24.9K+ 24.67% |
N/A
|
126K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.5K+ 61.06% |
N/A
|
59.4K
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21.9K+ 33.77% |
N/A
|
86.9K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.3K+ 156.0% |
N/A
|
35K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20.7K+ 46.67% |
N/A
|
65K
$0
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
20.6K+ 1771.31% |
N/A
|
21.8K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20.4K+ 6.3% |
N/A
|
344K
$0
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6K+ 6.59% |
N/A
|
317K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.9K+ 11.08% |
N/A
|
189K
$0
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17.9K+ 6.39% |
N/A
|
299K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 27.36% |
N/A
|
80.5K
$0
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.6K+ 85.35% |
N/A
|
36.1K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
16.5K+ 17.35% |
N/A
|
112K
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.5K+ 3.18% |
N/A
|
535K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
16.1K+ 116.45% |
N/A
|
29.9K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.8K+ 2.8% |
N/A
|
582K
$0
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$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
|