Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-282K- 85.14% |
N/A
|
49.3K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-157K- 8.6% |
N/A
|
1.67M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-78.4K- 10.57% |
N/A
|
663K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-60K- 48.81% |
N/A
|
62.9K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.8K- 4.42% |
N/A
|
1.19M
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-44.1K- 20.48% |
N/A
|
171K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.6K- 91.68% |
N/A
|
3.51K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-38.3K- 63.04% |
N/A
|
22.4K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-38.2K- 5.93% |
N/A
|
606K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-37.4K- 6.49% |
N/A
|
539K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.3K- 8.92% |
N/A
|
248K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.1K- 4.39% |
N/A
|
306K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-14K- 37.38% |
N/A
|
23.4K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14K- 63.28% |
N/A
|
8.11K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-13.4K- 5.03% |
N/A
|
253K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-7.59K- 3.46% |
N/A
|
212K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.57K- 30.46% |
N/A
|
17.3K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-7.08K- 2.34% |
N/A
|
295K
$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 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-4.78K- 4.19% |
N/A
|
109K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.5K- 26.45% |
N/A
|
12.5K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.48K- 85.66% |
N/A
|
750
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.17K- 2.35% |
N/A
|
173K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.92K- 27.86% |
N/A
|
7.57K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.59K- 0.28% |
N/A
|
927K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-2.41K- 13.5% |
N/A
|
15.4K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.05K- 10.79% |
N/A
|
17K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.61K- 7.3% |
N/A
|
20.5K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.52K- 2.74% |
N/A
|
53.9K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.17K- 7.06% |
N/A
|
15.4K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-1.08K- 2.32% |
N/A
|
45.7K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-966- 5.68% |
N/A
|
16K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-774- 5.9% |
N/A
|
12.3K
$0
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-650- 1.8% |
N/A
|
35.5K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-594- 1.75% |
N/A
|
33.3K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-490- 1.92% |
N/A
|
25K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-354- 1.54% |
N/A
|
22.6K
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-340- 8.31% |
N/A
|
3.75K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-190- 39.75% |
N/A
|
288
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-60- 0.25% |
N/A
|
23.6K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32- 0.18% |
N/A
|
18.2K
$0
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-413K- 90.54% |
N/A
|
43.2K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180K- 33.64% |
N/A
|
355K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.5K- 69.58% |
N/A
|
14.6K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.18K- 27.21% |
N/A
|
21.9K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.85K- 15.18% |
N/A
|
10.3K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.8K- 72.0% |
N/A
|
700
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-995- 5.66% |
N/A
|
16.6K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-854- 4.79% |
N/A
|
17K
$0
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.86K- 13.54% |
N/A
|
11.9K
$0
|
|