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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.22K+ 2.83% |
N/A
|
335K
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.19K+ 147.39% |
N/A
|
15.4K
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.72K+ 63.42% |
N/A
|
22.5K
$0
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.52K+ 24.62% |
N/A
|
43.1K
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.43K+ 19.31% |
N/A
|
52.1K
$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
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
7.92K+ 64.26% |
N/A
|
20.3K
$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
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.4K+ 6.69% |
N/A
|
118K
$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
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.76K+ 22.77% |
N/A
|
31K
$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
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.99K+ 5.06% |
N/A
|
82.9K
$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 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.25K+ 32.91% |
N/A
|
13.1K
$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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.18KNew |
N/A
|
3.18K
$0
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.13KNew |
N/A
|
3.13K
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.11KNew |
N/A
|
3.11K
$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
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.76K+ 6.0% |
N/A
|
48.8K
$0
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|