Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16M+ 1048.51% |
N/A
|
1.27M
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16M+ 1048.51% |
N/A
|
1.27M
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
953K+ 201.19% |
N/A
|
1.43M
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
657K+ 1228.32% |
N/A
|
710K
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
595K+ 185.79% |
N/A
|
915K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
572K+ 43.2% |
N/A
|
1.89M
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
557K+ 76.91% |
N/A
|
1.28M
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
445KNew |
N/A
|
445K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
353K+ 161.69% |
N/A
|
572K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
293KNew |
N/A
|
293K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
241K+ 24.9% |
N/A
|
1.21M
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
221K+ 37.15% |
N/A
|
814K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
219K+ 170.66% |
N/A
|
348K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
217K+ 48.05% |
N/A
|
669K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
191KNew |
N/A
|
191K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
169KNew |
N/A
|
169K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
102K+ 204.98% |
N/A
|
152K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
102KNew |
N/A
|
102K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
99.8KNew |
N/A
|
99.8K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
90.6K+ 20.75% |
N/A
|
527K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
86.5KNew |
N/A
|
86.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
86.4K+ 100.84% |
N/A
|
172K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
83.9K+ 47.53% |
N/A
|
260K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.5K+ 1132.39% |
N/A
|
68.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.3K+ 13.57% |
N/A
|
405K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46K+ 94.4% |
N/A
|
94.7K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43.6K+ 24.57% |
N/A
|
221K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43KNew |
N/A
|
43K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
42.5KNew |
N/A
|
42.5K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
42.3K+ 47.12% |
N/A
|
132K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.4K+ 89.66% |
N/A
|
85.5K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.6K+ 25.46% |
N/A
|
195K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
37.8KNew |
N/A
|
37.8K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
34.8KNew |
N/A
|
34.8K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
32.1K+ 53.47% |
N/A
|
92.1K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
29.2K+ 5.65% |
N/A
|
545K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
27.8KNew |
N/A
|
27.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.6K+ 168.29% |
N/A
|
42.4K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
23.8KNew |
N/A
|
23.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
21.4K+ 92.16% |
N/A
|
44.6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20.9KNew |
N/A
|
20.9K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9KNew |
N/A
|
19.9K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 5.21% |
N/A
|
383K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.3KNew |
N/A
|
17.3K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.9K+ 106.39% |
N/A
|
28.8K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14.8K+ 2.67% |
N/A
|
567K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 135.62% |
N/A
|
25.6K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|