Latest Institutional Purchases of Capital Grp Core Plus Income E (CGMS)
This list provides information on the latest institutional transactions involving Capital Grp Core Plus Income E (CGMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 70.18% |
N/A
|
5.45M
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.5MNew |
N/A
|
1.5M
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07M+ 55.47% |
N/A
|
2.99M
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
546K+ 39.97% |
N/A
|
1.91M
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
395K+ 990.25% |
N/A
|
434K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
389K+ 130.36% |
N/A
|
687K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
384KNew |
N/A
|
384K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
281KNew |
N/A
|
281K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
215K+ 51.61% |
N/A
|
632K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
206K+ 92.84% |
N/A
|
428K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
182K+ 11.9% |
N/A
|
1.71M
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
169KNew |
N/A
|
169K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
161K+ 315.05% |
N/A
|
212K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
154KNew |
N/A
|
154K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
154K+ 42.88% |
N/A
|
512K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
148KNew |
N/A
|
148K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
146K+ 41.16% |
N/A
|
501K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
146K+ 25.37% |
N/A
|
719K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
133K+ 507.67% |
N/A
|
159K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
117KNew |
N/A
|
117K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
113KNew |
N/A
|
113K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
102K+ 24.48% |
N/A
|
518K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
97.6KNew |
N/A
|
97.6K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
93.6K+ 19.81% |
N/A
|
566K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
88.3K+ 1223.93% |
N/A
|
95.5K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
81.8KNew |
N/A
|
81.8K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
81.6KNew |
N/A
|
81.6K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
79.9K+ 895.66% |
N/A
|
88.8K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.7K+ 56.72% |
N/A
|
201K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
68.8KNew |
N/A
|
68.8K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
68.6K+ 21.23% |
N/A
|
391K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
67.5K+ 114.59% |
N/A
|
126K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
60.6KNew |
N/A
|
60.6K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.3K+ 100.82% |
N/A
|
116K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
56.5K+ 10.3% |
N/A
|
606K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.2K+ 105.03% |
N/A
|
102K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
52.2KNew |
N/A
|
52.2K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
43.9K+ 117.12% |
N/A
|
81.5K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
42.9K+ 86.84% |
N/A
|
92.2K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
42.7KNew |
N/A
|
42.7K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.7K+ 11.98% |
N/A
|
324K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
34.6KNew |
N/A
|
34.6K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.5K+ 73.23% |
N/A
|
81.5K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.3K+ 17.56% |
N/A
|
230K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
33.6K+ 487.07% |
N/A
|
40.5K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33.5K+ 22.07% |
N/A
|
185K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
33.2K+ 13.48% |
N/A
|
279K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31.8K+ 32.78% |
N/A
|
129K
$0
|