Purchases and Sales Made in Q1 2023 in Capital Grp Core Plus Income E (CGSD)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGSD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.58M+ 14085.87% |
N/A
|
2.6M
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
369K+ 62.93% |
N/A
|
956K
$0
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
233KNew |
N/A
|
233K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
134KNew |
N/A
|
134K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.5K+ 243.17% |
N/A
|
126K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60.8KNew |
N/A
|
60.8K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
60KNew |
N/A
|
60K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.2KNew |
N/A
|
53.2K
$0
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
50.3K+ 143.76% |
N/A
|
85.3K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
47.7KNew |
N/A
|
47.7K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
42.3K+ 96.03% |
N/A
|
86.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
39.9KNew |
N/A
|
39.9K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
36.7KNew |
N/A
|
36.7K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.9KNew |
N/A
|
27.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1KNew |
N/A
|
27.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
24.9KNew |
N/A
|
24.9K
$0
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
23.2K+ 31.76% |
N/A
|
96.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.6KNew |
N/A
|
22.6K
$0
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10.6K+ 6.97% |
N/A
|
163K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.8K+ 80.56% |
N/A
|
22K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.48KNew |
N/A
|
6.48K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.03KNew |
N/A
|
6.03K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.6K+ 22.97% |
N/A
|
13.9K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
790New |
N/A
|
790
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
312New |
N/A
|
312
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77- 0.08% |
N/A
|
99.4K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.23K- 20.59% |
N/A
|
27.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-175K- 16.67% |
N/A
|
875K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-417K- 87.18% |
N/A
|
61.3K
$0
|