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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
50.8K+ 12.87% |
$1.13M - $1.17M
|
445K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 1.57% |
$22.7K - $23.4K
|
66K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.9KNew |
$465K - $479K
|
20.9K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
123+ 0.76% |
$2.74K - $2.82K
|
16.2K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.79K+ 20.88% |
$218K - $225K
|
56.6K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.2K+ 19.83% |
$339K - $349K
|
92K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.2K+ 43.88% |
$494K - $509K
|
72.7K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
40KNew |
$890K - $917K
|
40K
$905K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 0.94% |
$601 - $620
|
2.89K
$65.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
9.51KNew |
$212K - $218K
|
9.51K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13.9KNew |
$310K - $320K
|
13.9K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
13.9KNew |
$310K - $320K
|
13.9K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-975- 18.06% |
$21.7K - $22.4K
|
4.43K
$100K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
96.1KNew |
$2.14M - $2.21M
|
96.1K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
132+ 102.33% |
$2.94K - $3.03K
|
261
$5.91K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.7K+ 11.33% |
$82.4K - $85K
|
36.4K
$824K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-25- 0.12% |
$557 - $574
|
20.2K
$457K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 4.57% |
$433K - $446K
|
444K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.03KNew |
$112K - $116K
|
5.03K
$114K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.5K+ 23.79% |
$233K - $240K
|
54.5K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.78KNew |
$39.7K - $40.9K
|
1.78K
$40.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.7K- 2.27% |
$37.8K - $38.9K
|
73.1K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
45.7K+ 6.08% |
$1.02M - $1.05M
|
797K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
1.43K+ 1.18% |
$31.8K - $32.7K
|
122K
$2.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.5K+ 1.22% |
$33.4K - $34.4K
|
125K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
739+ 1.75% |
$16.5K - $17K
|
43K
$974K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.2K+ 159.36% |
$1.63M - $1.68M
|
119K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.42KNew |
$31.7K - $32.7K
|
1.42K
$32.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
525New |
$11.7K - $12K
|
525
$11.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
351+ 1.35% |
$7.82K - $8.06K
|
26.3K
$596K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12.9K+ 1.71% |
$288K - $297K
|
767K
$17.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
16.6K+ 8.61% |
$371K - $382K
|
210K
$4.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.52K- 7.34% |
$78.3K - $80.7K
|
44.4K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
31.8K+ 6.56% |
$708K - $729K
|
516K
$11.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.94K+ 85.18% |
$43.1K - $44.5K
|
4.21K
$95.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
18.5K+ 12.77% |
$412K - $425K
|
164K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
55+ 0.6% |
$1.22K - $1.26K
|
9.25K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62.4K+ 202.1% |
$1.39M - $1.43M
|
93.3K
$2.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
34.2K+ 348.05% |
$762K - $786K
|
44.1K
$998K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.79K+ 10.61% |
$84.4K - $86.9K
|
39.5K
$894K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-1.11K- 8.13% |
$24.8K - $25.5K
|
12.6K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10KNew |
$223K - $230K
|
10K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
14.3K+ 6.55% |
$319K - $329K
|
233K
$5.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.91KNew |
$198K - $205K
|
8.91K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.85K+ 224.14% |
$197K - $203K
|
12.8K
$290K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.14K- 2.05% |
$137K - $141K
|
293K
$6.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.73K- 4.6% |
$83.1K - $85.7K
|
77.4K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.1K+ 4.92% |
$270K - $278K
|
259K
$5.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
438New |
$9.75K - $10.1K
|
438
$9.92K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
154+ 0.13% |
$3.43K - $3.53K
|
122K
$2.77M
|
|