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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27.5KNew |
$608K - $637K
|
27.5K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
19K+ 3.02% |
$420K - $439K
|
647K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
965+ 2.19% |
$21.4K - $22.4K
|
45.1K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9KNew |
$373K - $391K
|
16.9K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.1K+ 18.26% |
$444K - $465K
|
130K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
338KNew |
$7.47M - $7.82M
|
338K
$7.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.5K+ 55.1% |
$1.23M - $1.29M
|
156K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
113KNew |
$2.51M - $2.62M
|
113K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11M+ 25.43% |
$46.7M - $48.9M
|
10.4M
$231M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.94% |
$2.21K - $2.32K
|
10.7K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24.6KNew |
$545K - $570K
|
24.6K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.1K+ 87.76% |
$446K - $467K
|
43.1K
$957K
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
123KNew |
$2.72M - $2.85M
|
123K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
606K+ 15.6% |
$13.4M - $14M
|
4.49M
$99.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
720K+ 20.97% |
$15.9M - $16.7M
|
4.15M
$92.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
250New |
$5.53K - $5.79K
|
250
$5.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
17.3K+ 2.53% |
$382K - $400K
|
699K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.03M+ 55.2% |
$67.1M - $70.2M
|
8.52M
$189M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.04K+ 2.28% |
$22.9K - $24K
|
46.6K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
43K+ 21.26% |
$951K - $996K
|
245K
$5.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.22K+ 16.72% |
$204K - $214K
|
64.4K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229K+ 13.28% |
$5.07M - $5.31M
|
1.96M
$43.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.48K+ 22.7% |
$143K - $150K
|
35K
$777K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
641+ 2.79% |
$14.2K - $14.9K
|
23.6K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-602K- 69.69% |
$13.3M - $14M
|
262K
$5.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
7.01K+ 10.78% |
$155K - $162K
|
72K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.7K+ 23.99% |
$170K - $178K
|
39.8K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
782+ 44.08% |
$17.3K - $18.1K
|
2.56K
$56.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.77K- 1.95% |
$39.1K - $40.9K
|
88.8K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
325K+ 12.41% |
$7.2M - $7.54M
|
2.95M
$65.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-654K- 35.95% |
$14.5M - $15.1M
|
1.16M
$25.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
450+ 104.65% |
$9.96K - $10.4K
|
880
$19.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.58K+ 3.24% |
$101K - $106K
|
146K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.61K+ 28.29% |
$168K - $176K
|
34.5K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
189K+ 141.53% |
$4.18M - $4.38M
|
322K
$7.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2K+ 14.93% |
$624K - $653K
|
217K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
672KNew |
$14.9M - $15.6M
|
672K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.1K+ 43.94% |
$333K - $349K
|
49.3K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 10.96% |
$25.2K - $26.4K
|
9.26K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.98KNew |
$154K - $162K
|
6.98K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
178K+ 7.68% |
$3.94M - $4.12M
|
2.5M
$55.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 3.8% |
$34.6K - $36.2K
|
42.7K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
62.1K+ 8.26% |
$1.37M - $1.44M
|
813K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.09K+ 20.55% |
$201K - $211K
|
53.3K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.21MNew |
$93.2M - $97.5M
|
4.21M
$93.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$255K - $267K
|
11.5K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.02K- 3.27% |
$44.7K - $46.8K
|
59.7K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-48.4K- 45.9% |
$1.07M - $1.12M
|
57K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.6K+ 10.16% |
$455K - $477K
|
223K
$4.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8.83K+ 97.36% |
$195K - $204K
|
17.9K
$397K
|