Purchases and Sales Made in Q2 2024 in Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS) 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 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.11K+ 95.6% |
N/A
|
2.27K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1K+ 1.4% |
N/A
|
72.3K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
911New |
N/A
|
911
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
843New |
N/A
|
843
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
716+ 2.86% |
N/A
|
25.8K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
599+ 13.1% |
N/A
|
5.17K
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
550New |
N/A
|
550
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
475+ 4.24% |
N/A
|
11.7K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
467+ 1.15% |
N/A
|
41K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
218+ 1.77% |
N/A
|
12.6K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
181+ 0.68% |
N/A
|
26.6K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
92New |
N/A
|
92
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
88+ 0.88% |
N/A
|
10.1K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
32+ 0.03% |
N/A
|
122K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15- 0.07% |
N/A
|
20.4K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24- 0.29% |
N/A
|
8.39K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-53- 0.26% |
N/A
|
20.5K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-350- 41.18% |
N/A
|
500
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-461- 2.11% |
N/A
|
21.4K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-478- 1.88% |
N/A
|
25K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-717- 1.75% |
N/A
|
40.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-777- 2.14% |
N/A
|
35.6K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-848- 7.5% |
N/A
|
10.5K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.29K- 2.88% |
N/A
|
43.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 3.49% |
N/A
|
41.2K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.35K- 62.45% |
N/A
|
1.41K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.49K- 2.86% |
N/A
|
84.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.76K- 19.0% |
N/A
|
24.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-9.56K- 18.55% |
N/A
|
42K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.9K- 24.58% |
N/A
|
36.4K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.9K- 51.86% |
N/A
|
37K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-170K- 33.48% |
N/A
|
337K
$0
|