Latest Institutional Transactions on Capital Group Core Plus Income (CGCP)
This table provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGCP) 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 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.7K- 9.58% |
$61.2K - $62.1K
|
25.5K
$577K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
143K+ 27.77% |
$3.25M - $3.3M
|
660K
$15M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
16.1K+ 6.7% |
$365K - $370K
|
256K
$5.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.66K+ 8.96% |
$219K - $222K
|
117K
$2.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.78K+ 6.83% |
$108K - $110K
|
74.7K
$1.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
847+ 8.0% |
$19.2K - $19.5K
|
11.4K
$259K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.03M- 70.59% |
$23.3M - $23.6M
|
429K
$9.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.7KNew |
$243K - $247K
|
10.7K
$243K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.86K+ 5.13% |
$201K - $204K
|
182K
$4.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6.8KNew |
$154K - $156K
|
6.8K
$154K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.3K+ 6.2% |
$97.2K - $98.7K
|
73.6K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 8.71% |
$2.69M - $2.73M
|
1.48M
$33.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
20.4K+ 20.39% |
$462K - $469K
|
120K
$2.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 7.06% |
$30.1K - $30.5K
|
17.5K
$396K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17.5K- 17.02% |
$395K - $401K
|
85.1K
$1.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
140+ 1.53% |
$3.17K - $3.22K
|
9.3K
$211K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.16K+ 86.11% |
$162K - $165K
|
15.5K
$351K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.07K+ 12.46% |
$115K - $116K
|
45.7K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.24K+ 11.32% |
$28.1K - $28.5K
|
12.2K
$276K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
36.8K+ 3.02% |
$834K - $846K
|
1.26M
$28.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.19K+ 2.75% |
$49.5K - $50.2K
|
81.6K
$1.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.84K+ 2.29% |
$41.6K - $42.2K
|
82.1K
$1.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.56KNew |
$35.2K - $35.7K
|
1.56K
$35.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29.8K+ 128.01% |
$675K - $685K
|
53.1K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
25.8K+ 6.74% |
$585K - $593K
|
409K
$9.26M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.48K+ 30.9% |
$144K - $149K
|
27.4K
$621K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.66K- 8.05% |
$215K - $222K
|
110K
$2.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.97K- 9.95% |
$155K - $160K
|
63.1K
$1.43M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30+ 1.22% |
$668 - $689
|
2.5K
$56.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
29.5K+ 16.76% |
$657K - $677K
|
206K
$4.66M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 6.94% |
$2.38M - $2.45M
|
1.65M
$37.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25.8KNew |
$574K - $592K
|
25.8K
$584K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.2K+ 17.66% |
$71.4K - $73.5K
|
21.3K
$483K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10.6KNew |
$236K - $244K
|
10.6K
$240K
|
|
|
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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.96K+ 14.56% |
$88.3K - $91K
|
31.2K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130KNew |
$2.89M - $2.98M
|
130K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.2K+ 249.27% |
$517K - $532K
|
32.5K
$736K
|
|
|
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
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
9.37K+ 1.39% |
$209K - $215K
|
684K
$15.5M
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69M+ 11.71% |
$37.6M - $38.7M
|
16.1M
$365M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120K+ 5.18% |
$2.67M - $2.75M
|
2.44M
$55.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7K- 20.25% |
$156K - $161K
|
27.6K
$624K
|
|
|
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
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
121K+ 2.98% |
$2.68M - $2.77M
|
4.17M
$94.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.51K- 10.07% |
$55.8K - $57.5K
|
22.4K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
633+ 6.79% |
$14.1K - $14.5K
|
9.95K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-14.9K- 1.93% |
$332K - $343K
|
760K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57.7K+ 98.75% |
$1.29M - $1.32M
|
116K
$2.63M
|
|