Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04KNew |
N/A
|
3.04K
$0
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.99K+ 2.57% |
N/A
|
119K
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.66K+ 709.87% |
N/A
|
3.04K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 0.95% |
N/A
|
159K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.25K+ 10.78% |
N/A
|
12.8K
$0
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
783+ 2.15% |
N/A
|
37.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
247+ 0.55% |
N/A
|
45K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
225+ 0.24% |
N/A
|
95.7K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195+ 1.15% |
N/A
|
17.1K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 1.1% |
N/A
|
827
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50- 0.34% |
N/A
|
14.6K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 5.33% |
N/A
|
20.3K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.48K- 3.77% |
N/A
|
37.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.17K- 5.76% |
N/A
|
51.8K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.72K- 7.09% |
N/A
|
48.8K
$0
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.37K- 14.52% |
N/A
|
25.7K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.58K- 9.7% |
N/A
|
61.2K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.08K- 42.18% |
N/A
|
11.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-10K- 8.33% |
N/A
|
110K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.7K- 15.84% |
N/A
|
248K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-50.7K- 61.5% |
N/A
|
31.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-147K- 44.49% |
N/A
|
183K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-280K- 77.71% |
N/A
|
80.5K
$0
|