Latest Institutional Transactions on Capital Grp Core Plus Income E (CGSD)
This table provides information on the latest institutional transactions involving Capital Grp Core Plus Income E (CGSD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-327- 3.36% |
N/A
|
9.41K
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
900+ 102.39% |
N/A
|
1.78K
$0
|
|
|
Nov 26, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
114K+ 12.99% |
N/A
|
991K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.56KNew |
N/A
|
4.56K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-5.16K- 13.94% |
N/A
|
31.8K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47.5K+ 23.47% |
N/A
|
250K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
26.8KNew |
N/A
|
26.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-1.62K- 24.31% |
N/A
|
5.03K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
406KNew |
N/A
|
406K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.4KNew |
N/A
|
24.4K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.8K+ 9.75% |
N/A
|
448K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.71KNew |
N/A
|
7.71K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 9.83% |
N/A
|
1.22M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
37.4K+ 3.89% |
N/A
|
998K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.28K+ 87.63% |
N/A
|
15.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-141- 1.71% |
N/A
|
8.12K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.1K+ 10.39% |
N/A
|
277K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.6K+ 16.4% |
N/A
|
89.4K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2M+ 27.68% |
N/A
|
5.55M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
817+ 0.25% |
N/A
|
329K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.2K+ 27.02% |
N/A
|
335K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
182K+ 52.84% |
N/A
|
527K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
15.8K+ 24.0% |
N/A
|
81.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.4K+ 10.25% |
N/A
|
1.04M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-661- 41.99% |
N/A
|
913
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.5K+ 9.87% |
N/A
|
228K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 23.47% |
N/A
|
108K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-12.4K- 8.62% |
N/A
|
131K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
683+ 4.09% |
N/A
|
17.4K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241K+ 13.1% |
N/A
|
2.08M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
53.7KNew |
N/A
|
53.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.69K+ 25.35% |
N/A
|
18.2K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
86.4K+ 3.85% |
N/A
|
2.33M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
10K+ 11.0% |
N/A
|
101K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
316K+ 39.43% |
N/A
|
1.12M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
289K+ 32.81% |
N/A
|
1.17M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.83K+ 191.0% |
N/A
|
2.78K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
66.5K+ 162.34% |
N/A
|
107K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-90.1K- 52.49% |
N/A
|
81.6K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
4.02K+ 52.43% |
N/A
|
11.7K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
158K+ 384.48% |
N/A
|
199K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35.4K+ 20.81% |
N/A
|
206K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.76K+ 1.53% |
N/A
|
117K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
463K+ 1814.34% |
N/A
|
489K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.52K+ 5.73% |
N/A
|
46.4K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.17% |
N/A
|
6.36K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 59.46% |
N/A
|
385K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9.81K- 4.68% |
N/A
|
200K
$0
|
|