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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.54K+ 46.38% |
N/A
|
11.2K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.29K+ 4.69% |
N/A
|
73.5K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.86K+ 2.71% |
N/A
|
108K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.77K+ 40.89% |
N/A
|
9.55K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.68K+ 5.46% |
N/A
|
51.8K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.65K+ 142.74% |
N/A
|
4.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.58K+ 19.49% |
N/A
|
15.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.55K+ 139.02% |
N/A
|
4.39K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.53K+ 8.96% |
N/A
|
30.8K
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.24K+ 29.38% |
N/A
|
9.85K
$0
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.13K+ 422.66% |
N/A
|
2.63K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.12K+ 13.83% |
N/A
|
17.5K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.1K+ 4.93% |
N/A
|
44.6K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2K+ 21.51% |
N/A
|
11.3K
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
1.94K+ 19.28% |
N/A
|
12K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.83K+ 9.68% |
N/A
|
20.8K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.71K+ 5.05% |
N/A
|
35.5K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.57K+ 1.11% |
N/A
|
143K
$0
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.52K+ 5.87% |
N/A
|
27.4K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.49K+ 3.69% |
N/A
|
41.9K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 12.59% |
N/A
|
11.5K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 10.74% |
N/A
|
12.5K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.2K+ 3.58% |
N/A
|
34.7K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.18K+ 1.5% |
N/A
|
79.8K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.17K+ 5.16% |
N/A
|
23.8K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.16K+ 10.01% |
N/A
|
12.8K
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
941+ 1.6% |
N/A
|
59.6K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
860+ 12.15% |
N/A
|
7.94K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
813New |
N/A
|
813
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
744+ 5.36% |
N/A
|
14.6K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
650+ 4.34% |
N/A
|
15.6K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
500+ 4.39% |
N/A
|
11.9K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
477+ 81.68% |
N/A
|
1.06K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
477+ 1.65% |
N/A
|
29.4K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
474+ 1.65% |
N/A
|
29.2K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
432+ 1.89% |
N/A
|
23.3K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
429New |
N/A
|
429
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
385+ 0.37% |
N/A
|
106K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
358+ 1.34% |
N/A
|
27K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300+ 3.64% |
N/A
|
8.54K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
270+ 1.54% |
N/A
|
17.8K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
252+ 1.93% |
N/A
|
13.3K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
237+ 2.82% |
N/A
|
8.66K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
236+ 2.09% |
N/A
|
11.5K
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
224+ 0.19% |
N/A
|
118K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
206New |
N/A
|
206
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
150+ 0.74% |
N/A
|
20.4K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
147+ 0.1% |
N/A
|
141K
$0
|
|