Latest Institutional Transactions on Capital Grp Core Plus Income E (CGSD)
This table provides information on the latest institutional transactions involving Capital Grp Core Plus Income E (CGSD) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.35K+ 2.84% |
N/A
|
48.6K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.35K- 15.48% |
N/A
|
12.8K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-795- 6.17% |
N/A
|
12.1K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
108KNew |
N/A
|
108K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-6.03K- 16.06% |
N/A
|
31.5K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.83KNew |
N/A
|
4.83K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
515+ 2.14% |
N/A
|
24.6K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-164- 0.17% |
N/A
|
95.1K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
23.9K+ 21.9% |
N/A
|
133K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.9K- 99.91% |
N/A
|
16
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 0.12% |
N/A
|
8.5K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-471- 1.18% |
N/A
|
39.6K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26New |
N/A
|
26
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.1K- 27.48% |
N/A
|
34.5K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 9.95% |
N/A
|
16.1K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.26% |
N/A
|
768
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.3K+ 107.4% |
N/A
|
54.7K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 34.22% |
N/A
|
11.4K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.69K- 12.0% |
N/A
|
12.4K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.8K- 46.42% |
N/A
|
40.1K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
23.5K+ 84.91% |
N/A
|
51.3K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
21.2KNew |
N/A
|
21.2K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.08K- 36.52% |
N/A
|
3.62K
$0
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.45M- 96.24% |
N/A
|
135K
$0
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
373+ 18650.0% |
N/A
|
375
$0
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-39.1K- 3.03% |
N/A
|
1.25M
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 8.79% |
N/A
|
216K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26.6K- 68.16% |
N/A
|
12.4K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
185K+ 51.37% |
N/A
|
546K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.87K+ 5.69% |
N/A
|
128K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
283K+ 59.29% |
N/A
|
760K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.39K+ 4.42% |
N/A
|
127K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
120KNew |
N/A
|
120K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
125KNew |
N/A
|
125K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 41.24% |
N/A
|
416K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 42.48% |
N/A
|
45.4K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.8K+ 258.04% |
N/A
|
137K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
173K+ 887.99% |
N/A
|
192K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.6K- 28.33% |
N/A
|
97.7K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
16+ 0.01% |
N/A
|
121K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.5K+ 53.86% |
N/A
|
110K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
22.1K+ 1.03% |
N/A
|
2.18M
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
30.8KNew |
N/A
|
30.8K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
68.2K+ 54.23% |
N/A
|
194K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
166K+ 15.92% |
N/A
|
1.21M
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.1KNew |
N/A
|
38.1K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
252K+ 26.12% |
N/A
|
1.22M
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.47K+ 3.84% |
N/A
|
66.9K
$0
|
|