Latest Institutional Transactions on Capital Grp Core Plus Income E (CGMS)
This table provides information on the latest institutional transactions involving Capital Grp Core Plus Income E (CGMS) 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 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.1K- 4.39% |
N/A
|
306K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
75.9KNew |
N/A
|
75.9K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
106KNew |
N/A
|
106K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
300K+ 253.7% |
N/A
|
418K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.08M+ 251.92% |
N/A
|
1.51M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
385+ 0.37% |
N/A
|
106K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
7.5KNew |
N/A
|
7.5K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.12K+ 13.83% |
N/A
|
17.5K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.6K+ 10.97% |
N/A
|
400K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
89.6K+ 11.98% |
N/A
|
837K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.94KNew |
N/A
|
9.94K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.92K- 27.86% |
N/A
|
7.57K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
25.5KNew |
N/A
|
25.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.59K+ 4.47% |
N/A
|
154K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81M+ 18.18% |
N/A
|
11.8M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.8K- 4.42% |
N/A
|
1.19M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-13.4K- 5.03% |
N/A
|
253K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-60- 0.25% |
N/A
|
23.6K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.71KNew |
N/A
|
7.71K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49.9K+ 19.84% |
N/A
|
302K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.3K- 8.92% |
N/A
|
248K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.59K+ 22.43% |
N/A
|
25K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11.9K+ 4.96% |
N/A
|
251K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.7K+ 2.68% |
N/A
|
1.37M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.58K+ 19.49% |
N/A
|
15.8K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.77K+ 29.32% |
N/A
|
21K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
206New |
N/A
|
206
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
25.5KNew |
N/A
|
25.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.77K+ 37.95% |
N/A
|
21K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
18.5K+ 3.84% |
N/A
|
500K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.7KNew |
N/A
|
17.7K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.65K+ 15.5% |
N/A
|
49.6K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
142K+ 29.16% |
N/A
|
629K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
8.25K+ 27.13% |
N/A
|
38.6K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.35KNew |
N/A
|
7.35K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.44KNew |
N/A
|
7.44K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.86K+ 12.0% |
N/A
|
92K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
147+ 0.1% |
N/A
|
141K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9.67K+ 1.3% |
N/A
|
751K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53+ 1.64% |
N/A
|
3.28K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
78.5K+ 228.12% |
N/A
|
113K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-190- 39.75% |
N/A
|
288
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-5.97K- 16.93% |
N/A
|
29.3K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
15.4K+ 13.45% |
N/A
|
130K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.05K- 10.79% |
N/A
|
17K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.56K+ 8.89% |
N/A
|
43.6K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
236+ 2.09% |
N/A
|
11.5K
$0
|
|