Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.11MNew |
N/A
|
2.11M
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
118KNew |
N/A
|
118K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
86.9K+ 14.22% |
N/A
|
698K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
86.7K+ 145.86% |
N/A
|
146K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
65.6K+ 140.56% |
N/A
|
112K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
51.1KNew |
N/A
|
51.1K
$0
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 6.32% |
N/A
|
780K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
37.4K+ 11.76% |
N/A
|
356K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.1K+ 19.74% |
N/A
|
146K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 36.99% |
N/A
|
67.3K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.6K+ 26.45% |
N/A
|
84.4K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
17.3K+ 9.28% |
N/A
|
204K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.3K+ 12.1% |
N/A
|
142K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
13.5K+ 4.52% |
N/A
|
312K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
8.38K+ 1.77% |
N/A
|
481K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.35K+ 4.95% |
N/A
|
177K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.02K+ 7.55% |
N/A
|
114K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.3K+ 0.4% |
N/A
|
1.83M
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
7.21K+ 3.14% |
N/A
|
237K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.12K+ 409.37% |
N/A
|
7.61K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.81K+ 14.85% |
N/A
|
44.9K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.24K+ 174.8% |
N/A
|
8.24K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.97K+ 20.73% |
N/A
|
28.9K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.12K+ 2.79% |
N/A
|
115K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.08K+ 1.42% |
N/A
|
219K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.77K+ 34.16% |
N/A
|
10.9K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.64K+ 0.77% |
N/A
|
347K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.35K+ 88.65% |
N/A
|
5.01K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.07K+ 1.97% |
N/A
|
107K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.84K+ 67.62% |
N/A
|
4.55K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.73K+ 3.04% |
N/A
|
58.7K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.15K+ 11.27% |
N/A
|
11.3K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
978+ 4.46% |
N/A
|
22.9K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
429+ 1.76% |
N/A
|
24.8K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
354+ 0.16% |
N/A
|
217K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
309+ 18.86% |
N/A
|
1.95K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
179+ 1.41% |
N/A
|
12.9K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
59+ 0.81% |
N/A
|
7.34K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.08% |
N/A
|
94
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-473- 1.82% |
N/A
|
25.5K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-486- 1.42% |
N/A
|
33.8K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-579- 2.77% |
N/A
|
20.3K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-995- 5.66% |
N/A
|
16.6K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.63K- 7.93% |
N/A
|
42.2K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.18K- 0.89% |
N/A
|
577K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-5.87K- 2.59% |
N/A
|
221K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-9.57K- 34.91% |
N/A
|
17.8K
$0
|