Latest Institutional Sells 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-262K- 22.44% |
N/A
|
906K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-98.7K- 92.77% |
N/A
|
7.7K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-90.1K- 52.49% |
N/A
|
81.6K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.3K- 3.73% |
N/A
|
2.02M
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-27.3K- 67.79% |
N/A
|
13K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-12.4K- 8.62% |
N/A
|
131K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.4K- 79.71% |
N/A
|
2.89K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10.7K- 6.58% |
N/A
|
152K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.1K- 33.88% |
N/A
|
19.7K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9.81K- 4.68% |
N/A
|
200K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7K- 22.77% |
N/A
|
23.7K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-5.16K- 13.94% |
N/A
|
31.8K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.14K- 1.97% |
N/A
|
156K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.94K- 7.68% |
N/A
|
35.3K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-1.62K- 24.31% |
N/A
|
5.03K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.42K- 12.95% |
N/A
|
9.55K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.42K- 0.78% |
N/A
|
180K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.29K- 3.89% |
N/A
|
31.9K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-891- 3.51% |
N/A
|
24.5K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-809- 1.82% |
N/A
|
43.5K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-807- 2.91% |
N/A
|
26.9K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-661- 41.99% |
N/A
|
913
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-561- 2.23% |
N/A
|
24.6K
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-327- 3.36% |
N/A
|
9.41K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-141- 1.71% |
N/A
|
8.12K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-123- 2.45% |
N/A
|
4.9K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-20- 0.88% |
N/A
|
2.26K
$0
|
|
| Q2 2025 | |||||||
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-32.2K- 5.45% |
N/A
|
559K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-5.32K- 1.07% |
N/A
|
493K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.59K- 3.59% |
N/A
|
123K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-600- 4.12% |
N/A
|
14K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-346- 0.27% |
N/A
|
126K
$0
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-719- 19.87% |
N/A
|
2.9K
$0
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 34.22% |
N/A
|
11.4K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.35K- 15.48% |
N/A
|
12.8K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.86K- 33.63% |
N/A
|
3.66K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1K- 2.62% |
N/A
|
37.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-800- 2.72% |
N/A
|
28.7K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-800- 2.72% |
N/A
|
28.7K
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-47.3K- 33.22% |
N/A
|
95K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-212- 0.17% |
N/A
|
122K
$0
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.67K- 45.72% |
N/A
|
9.1K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-200- 0.55% |
N/A
|
36.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-153- 1.7% |
N/A
|
8.86K
$0
|
|