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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9.81K- 4.68% |
N/A
|
200K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 28.69% |
N/A
|
5.09M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
474K+ 205.86% |
N/A
|
705K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.39K+ 18.88% |
N/A
|
34K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
6.37K+ 4.78% |
N/A
|
140K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
87.7K+ 27.66% |
N/A
|
405K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
44.5K+ 278.04% |
N/A
|
60.5K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.94K- 7.68% |
N/A
|
35.3K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.94K+ 4.31% |
N/A
|
46.9K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10.7K- 6.58% |
N/A
|
152K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.55K+ 21.99% |
N/A
|
19.7K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.41K+ 14.67% |
N/A
|
26.6K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
6.13K+ 1193.39% |
N/A
|
6.65K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.4K- 79.71% |
N/A
|
2.89K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
110+ 0.38% |
N/A
|
29.1K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
12.5K+ 5.49% |
N/A
|
241K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
274+ 2.62% |
N/A
|
10.7K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
247+ 1.34% |
N/A
|
18.6K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-123- 2.45% |
N/A
|
4.9K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-809- 1.82% |
N/A
|
43.5K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.59K+ 17.98% |
N/A
|
10.4K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.18KNew |
N/A
|
9.18K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
248KNew |
N/A
|
248K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7K- 22.77% |
N/A
|
23.7K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
36.2K+ 9.09% |
N/A
|
435K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
244K+ 33.01% |
N/A
|
982K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
231K+ 22.34% |
N/A
|
1.27M
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
53.4KNew |
N/A
|
53.4K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.3KNew |
N/A
|
19.3K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.84K+ 7.98% |
N/A
|
38.4K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
383+ 1.29% |
N/A
|
30.1K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1K+ 27.1% |
N/A
|
5.16K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23.4K+ 19.93% |
N/A
|
141K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.42K- 0.78% |
N/A
|
180K
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
934+ 7.23% |
N/A
|
13.8K
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.28K+ 31.15% |
N/A
|
13.8K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
15.7K+ 30.52% |
N/A
|
67.3K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 17.0% |
N/A
|
750K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
408+ 0.52% |
N/A
|
78.6K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.3K+ 12.7% |
N/A
|
110K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
218+ 2.65% |
N/A
|
8.46K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.47K+ 1.79% |
N/A
|
140K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
85.2K+ 57.75% |
N/A
|
233K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.16K+ 3.06% |
N/A
|
39.3K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
504+ 3.82% |
N/A
|
13.7K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.14K- 1.97% |
N/A
|
156K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.62K+ 42.14% |
N/A
|
32.4K
$0
|
|