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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26New |
N/A
|
26
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.1K- 27.48% |
N/A
|
34.5K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 9.95% |
N/A
|
16.1K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.26% |
N/A
|
768
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.3K+ 107.4% |
N/A
|
54.7K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 34.22% |
N/A
|
11.4K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.8K- 46.42% |
N/A
|
40.1K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
23.5K+ 84.91% |
N/A
|
51.3K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
21.2KNew |
N/A
|
21.2K
$0
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.45M- 96.24% |
N/A
|
135K
$0
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
373+ 18650.0% |
N/A
|
375
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8.07K+ 28.26% |
N/A
|
36.6K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
190New |
N/A
|
190
$0
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
200K+ 206.3% |
N/A
|
297K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
440New |
N/A
|
440
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15.5KNew |
N/A
|
15.5K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.22KNew |
N/A
|
8.22K
$0
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-8.52KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.3K- 82.94% |
N/A
|
12.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-47.3K- 33.22% |
N/A
|
95K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.38K- 87.64% |
N/A
|
1.18K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-212- 0.17% |
N/A
|
122K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
132New |
N/A
|
132
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
546New |
N/A
|
546
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
780New |
N/A
|
780
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.1K+ 32.68% |
N/A
|
49.2K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
N/A
|
31.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 0.95% |
N/A
|
159K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.8K+ 2.69% |
N/A
|
600K
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
64.9KNew |
N/A
|
64.9K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.3KNew |
N/A
|
34.3K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
71.1K+ 16.83% |
N/A
|
493K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
48.8KNew |
N/A
|
48.8K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.95KNew |
N/A
|
7.95K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-900- 9.38% |
N/A
|
8.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-153- 1.7% |
N/A
|
8.86K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.3KNew |
N/A
|
8.3K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-200- 0.55% |
N/A
|
36.3K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.67K- 45.72% |
N/A
|
9.1K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
32.5K+ 13.97% |
N/A
|
265K
$0
|
|