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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.56MNew |
$34.4M - $36.1M
|
1.56M
$34.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-408- 1.39% |
$9.03K - $9.45K
|
28.8K
$647K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
664New |
$14.7K - $15.4K
|
664
$14.9K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.13M- 95.5% |
$47.2M - $49.4M
|
101K
$2.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-75.4K- 86.84% |
$1.67M - $1.75M
|
11.4K
$256K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
123New |
$2.72K - $2.85K
|
123
$2.76K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15.9K+ 0.42% |
$352K - $368K
|
3.84M
$86.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
$49.5K - $51.8K
|
2.24K
$50.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.1K- 9.73% |
$335K - $350K
|
140K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400- 3.99% |
$8.85K - $9.27K
|
9.63K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.89K+ 82.55% |
$63.9K - $66.9K
|
6.38K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.5K+ 4.24% |
$1.43M - $1.49M
|
1.59M
$35.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
543K+ 15.56% |
$12M - $12.6M
|
4.03M
$90.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.78K+ 30.24% |
$194K - $204K
|
37.8K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33+ 0.09% |
$730 - $765
|
36.4K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950New |
$21K - $22K
|
950
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
3.67K+ 0.43% |
$81.2K - $85K
|
865K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1K+ 29.85% |
$22.1K - $23.2K
|
4.35K
$97.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28KNew |
$619K - $648K
|
28K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
346K+ 23.18% |
$7.66M - $8.02M
|
1.84M
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
154K+ 61.47% |
$3.41M - $3.57M
|
404K
$9.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.8K+ 19.61% |
$991K - $1.04M
|
273K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.45KNew |
$54.2K - $56.8K
|
2.45K
$55K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
460K+ 23.53% |
$10.2M - $10.7M
|
2.42M
$54.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.5KNew |
$2.16M - $2.26M
|
97.5K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.4K+ 9.53% |
$252K - $264K
|
131K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
86.2KNew |
$1.91M - $2M
|
86.2K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
66.3K+ 20.3% |
$1.47M - $1.54M
|
393K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-365K- 56.79% |
$8.09M - $8.47M
|
278K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
421K+ 207.24% |
$9.32M - $9.75M
|
624K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
22.3K+ 14.28% |
$494K - $517K
|
179K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.7KNew |
$436K - $457K
|
19.7K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
320K+ 38.59% |
$7.09M - $7.42M
|
1.15M
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-29.6K- 3.42% |
$654K - $685K
|
835K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.1KNew |
$224K - $234K
|
10.1K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.27M+ 43.17% |
$72.4M - $75.8M
|
10.8M
$243M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1K+ 29.85% |
$22.1K - $23.2K
|
4.35K
$97.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
26.9K+ 35.22% |
$596K - $624K
|
103K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.89K+ 5.28% |
$86.1K - $90.2K
|
77.6K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
38.8K+ 45.43% |
$859K - $900K
|
124K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-948- 3.77% |
$21K - $22K
|
24.2K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-67.6K- 35.23% |
$1.5M - $1.57M
|
124K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-93.5K- 43.55% |
$2.07M - $2.17M
|
121K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
19K+ 3.02% |
$420K - $439K
|
647K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27.5KNew |
$608K - $637K
|
27.5K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
338+ 1.62% |
$7.48K - $7.83K
|
21.2K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.89K+ 8.44% |
$219K - $229K
|
127K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.52M+ 22.85% |
$55.8M - $58.5M
|
13.6M
$304M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.6K+ 1.36% |
$1.28M - $1.34M
|
4.29M
$96.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 10.64% |
$3.62M - $3.79M
|
1.7M
$38.1M
|