Purchases and Sales Made in Q3 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q3 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE PLUS INCOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.29M+ 23.48% |
$140M - $144M
|
33.1M
$749M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.22M+ 28.65% |
$94.1M - $96.9M
|
19M
$430M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.07M+ 1078.86% |
$46M - $47.5M
|
2.26M
$51.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69M+ 11.71% |
$37.6M - $38.7M
|
16.1M
$365M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42M+ 18.73% |
$31.7M - $32.7M
|
9.03M
$204M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39M+ 11.93% |
$30.9M - $31.9M
|
13M
$295M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
929KNew |
$20.7M - $21.3M
|
929K
$21M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
791K+ 17.17% |
$17.6M - $18.1M
|
5.4M
$122M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
730K+ 25.43% |
$16.3M - $16.8M
|
3.6M
$81.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
464K+ 8.74% |
$10.3M - $10.7M
|
5.78M
$131M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 25.17% |
$10.1M - $10.4M
|
2.25M
$50.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
451K+ 226.94% |
$10M - $10.4M
|
650K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406K+ 20.7% |
$9.04M - $9.32M
|
2.37M
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
381K+ 13.15% |
$8.49M - $8.75M
|
3.28M
$74.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
326K+ 8.26% |
$7.25M - $7.47M
|
4.27M
$96.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
303K+ 26.18% |
$6.74M - $6.95M
|
1.46M
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263K+ 5.29% |
$5.86M - $6.04M
|
5.24M
$119M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
250K+ 15.27% |
$5.57M - $5.74M
|
1.89M
$42.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250K+ 8.52% |
$5.56M - $5.73M
|
3.18M
$72M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
206K+ 9.41% |
$4.6M - $4.74M
|
2.4M
$54.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
196K+ 15.5% |
$4.35M - $4.49M
|
1.46M
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
191K+ 112.32% |
$4.25M - $4.38M
|
361K
$8.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
180K+ 3.2% |
$4.01M - $4.14M
|
5.81M
$132M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
140K+ 35.68% |
$3.12M - $3.22M
|
533K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140K+ 7.12% |
$3.12M - $3.21M
|
2.11M
$47.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
132K+ 4.7% |
$2.94M - $3.03M
|
2.94M
$66.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130KNew |
$2.89M - $2.98M
|
130K
$2.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
126K+ 10.17% |
$2.8M - $2.89M
|
1.36M
$30.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
121K+ 2.98% |
$2.68M - $2.77M
|
4.17M
$94.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120K+ 5.18% |
$2.67M - $2.75M
|
2.44M
$55.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
112K+ 23.33% |
$2.49M - $2.56M
|
590K
$13.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 6.94% |
$2.38M - $2.45M
|
1.65M
$37.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 21.94% |
$2.26M - $2.33M
|
564K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
100K+ 74.13% |
$2.24M - $2.31M
|
236K
$5.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
96.1KNew |
$2.14M - $2.21M
|
96.1K
$2.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
79.5K+ 18.2% |
$1.77M - $1.83M
|
517K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
77.8K+ 10.4% |
$1.73M - $1.79M
|
826K
$18.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.2K+ 159.36% |
$1.63M - $1.68M
|
119K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66.9K+ 6.32% |
$1.49M - $1.53M
|
1.13M
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
66.6K+ 8.25% |
$1.48M - $1.53M
|
875K
$19.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.7K+ 328.2% |
$1.46M - $1.51M
|
85.7K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65.3K+ 36.69% |
$1.45M - $1.5M
|
243K
$5.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65.1K+ 20.29% |
$1.45M - $1.49M
|
386K
$8.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
64.9K+ 60.24% |
$1.45M - $1.49M
|
173K
$3.91M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
62.5K+ 8.43% |
$1.39M - $1.43M
|
804K
$18.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62.4K+ 202.1% |
$1.39M - $1.43M
|
93.3K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
59.8KNew |
$1.33M - $1.37M
|
59.8K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.7K+ 3.1% |
$1.33M - $1.37M
|
1.98M
$44.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57.7K+ 98.75% |
$1.29M - $1.32M
|
116K
$2.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
55.2K+ 9.87% |
$1.23M - $1.27M
|
614K
$13.9M
|
|