Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.56K+ 2.68% |
N/A
|
98.3K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.45K+ 4.46% |
N/A
|
57.3K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.76K+ 10.14% |
N/A
|
19.1K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
780New |
N/A
|
780
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
546New |
N/A
|
546
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
336+ 0.3% |
N/A
|
112K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
304+ 0.81% |
N/A
|
38.1K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
251+ 1.96% |
N/A
|
13.1K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
132New |
N/A
|
132
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
87+ 0.23% |
N/A
|
38.4K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 0.29% |
N/A
|
14.7K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 1.57% |
N/A
|
840
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-95- 10.88% |
N/A
|
778
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-175- 3.16% |
N/A
|
5.37K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-212- 0.17% |
N/A
|
122K
$0
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-373- 99.47% |
N/A
|
2
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-399- 1.97% |
N/A
|
19.9K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-740- 6.85% |
N/A
|
10.1K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.85K- 6.67% |
N/A
|
25.9K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.86K- 6.35% |
N/A
|
42.1K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.04K- 99.93% |
N/A
|
2
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.48K- 7.13% |
N/A
|
45.3K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.52K- 44.24% |
N/A
|
5.7K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.38K- 87.64% |
N/A
|
1.18K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-12.1K- 10.9% |
N/A
|
99.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-47.3K- 33.22% |
N/A
|
95K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50.8K- 3.78% |
N/A
|
1.29M
$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
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-145K- 79.06% |
N/A
|
38.3K
$0
|