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 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 16.59% |
N/A
|
90K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.3K+ 55.55% |
N/A
|
34.5K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 37.26% |
N/A
|
44.2K
$0
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 7.25% |
N/A
|
156K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
9.93K+ 13.09% |
N/A
|
85.8K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.73K+ 82.55% |
N/A
|
21.5K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.34K+ 32.45% |
N/A
|
38.1K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.89KNew |
N/A
|
8.89K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.81K+ 89.56% |
N/A
|
18.6K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.76K+ 10.57% |
N/A
|
91.6K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.69K+ 69.24% |
N/A
|
21.2K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.69KNew |
N/A
|
8.69K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.46KNew |
N/A
|
8.46K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.46K+ 4.78% |
N/A
|
186K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.87KNew |
N/A
|
7.87K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.76K+ 2.47% |
N/A
|
323K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7.54K+ 5.73% |
N/A
|
139K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.06K+ 2.61% |
N/A
|
277K
$0
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.19K+ 2.46% |
N/A
|
217K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
5K+ 6.56% |
N/A
|
81.2K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.37K+ 3.05% |
N/A
|
148K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.07K+ 137.18% |
N/A
|
7.04K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.06KNew |
N/A
|
4.06K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
4.03K+ 3.89% |
N/A
|
108K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.63K+ 4.1% |
N/A
|
92.3K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.45K+ 1.51% |
N/A
|
232K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.27K+ 23.53% |
N/A
|
17.2K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.48K+ 1.16% |
N/A
|
216K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.45K+ 5.97% |
N/A
|
43.6K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.35K+ 23.34% |
N/A
|
12.4K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.22K+ 19.15% |
N/A
|
13.8K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.18K+ 13.66% |
N/A
|
18.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17K+ 9.22% |
N/A
|
25.7K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.06K+ 133.38% |
N/A
|
3.6K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.05K+ 97.48% |
N/A
|
4.15K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.99K+ 23.16% |
N/A
|
10.6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.99K+ 8.05% |
N/A
|
26.6K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.66K+ 4.63% |
N/A
|
37.6K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.19K+ 13.68% |
N/A
|
9.9K
$0
|