Latest Institutional Purchases of Capital Grp Core Plus Income E (CGSD)
This list provides information on the latest institutional transactions involving Capital Grp Core Plus Income E (CGSD) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.8M+ 8823.69% |
N/A
|
1.82M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2M+ 27.68% |
N/A
|
5.55M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 28.69% |
N/A
|
5.09M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
474K+ 205.86% |
N/A
|
705K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
463K+ 1814.34% |
N/A
|
489K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
406KNew |
N/A
|
406K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
316K+ 39.43% |
N/A
|
1.12M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
289K+ 32.81% |
N/A
|
1.17M
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
248KNew |
N/A
|
248K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
244K+ 33.01% |
N/A
|
982K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241K+ 13.1% |
N/A
|
2.08M
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
231K+ 22.34% |
N/A
|
1.27M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
182K+ 52.84% |
N/A
|
527K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
158K+ 384.48% |
N/A
|
199K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 59.46% |
N/A
|
385K
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
114K+ 12.99% |
N/A
|
991K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 17.0% |
N/A
|
750K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 9.83% |
N/A
|
1.22M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.4K+ 10.25% |
N/A
|
1.04M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
87.7K+ 27.66% |
N/A
|
405K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
86.4K+ 3.85% |
N/A
|
2.33M
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
85.2K+ 57.75% |
N/A
|
233K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.2K+ 27.02% |
N/A
|
335K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
66.5K+ 162.34% |
N/A
|
107K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
54.6K+ 46.11% |
N/A
|
173K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
53.7KNew |
N/A
|
53.7K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
53.4KNew |
N/A
|
53.4K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47.5K+ 23.47% |
N/A
|
250K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
44.5K+ 278.04% |
N/A
|
60.5K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
43.4K+ 204.62% |
N/A
|
64.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.8K+ 9.75% |
N/A
|
448K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39.6K+ 27.24% |
N/A
|
185K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
37.4K+ 3.89% |
N/A
|
998K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
36.2K+ 9.09% |
N/A
|
435K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35.4K+ 20.81% |
N/A
|
206K
$0
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
26.8KNew |
N/A
|
26.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.1K+ 10.39% |
N/A
|
277K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
26K+ 3.3% |
N/A
|
814K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.4KNew |
N/A
|
24.4K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23.4K+ 19.93% |
N/A
|
141K
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
23.1K+ 79.95% |
N/A
|
51.9K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 23.47% |
N/A
|
108K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.5K+ 9.87% |
N/A
|
228K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.3KNew |
N/A
|
19.3K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.1K+ 28.76% |
N/A
|
85.5K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
18.3K+ 3.49% |
N/A
|
542K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
15.8K+ 24.0% |
N/A
|
81.7K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
15.7K+ 30.52% |
N/A
|
67.3K
$0
|
|