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 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.41K- 10.61% |
$98.1K - $101K
|
37.1K
$841K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.33K+ 26.04% |
$163K - $168K
|
35.5K
$803K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.3K+ 8.31% |
$297K - $306K
|
174K
$3.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.8K+ 65.85% |
$285K - $293K
|
32.2K
$729K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
132K+ 4.7% |
$2.94M - $3.03M
|
2.94M
$66.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.72K+ 13.71% |
$194K - $200K
|
72.3K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-200- 1.46% |
$4.45K - $4.59K
|
13.5K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.2K+ 3.78% |
$406K - $419K
|
501K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.74K+ 8.98% |
$60.9K - $62.8K
|
33.2K
$751K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.6KNew |
$214K - $220K
|
9.6K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 25.17% |
$10.1M - $10.4M
|
2.25M
$50.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
554+ 1.04% |
$12.3K - $12.7K
|
53.6K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.5K+ 13.93% |
$1.06M - $1.09M
|
388K
$8.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
4.87K+ 1.82% |
$108K - $112K
|
272K
$6.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42M+ 18.73% |
$31.7M - $32.7M
|
9.03M
$204M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-978- 7.74% |
$21.8K - $22.4K
|
11.7K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-22.3K- 8.9% |
$497K - $512K
|
228K
$5.18M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 0.75% |
$2.38K - $2.46K
|
14.4K
$325K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$22.3 - $23
|
1
$22.7
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
120+ 1.32% |
$2.67K - $2.75K
|
9.2K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
17.6K+ 112.0% |
$392K - $404K
|
33.3K
$754K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.92K+ 2.87% |
$221K - $228K
|
355K
$8.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-665- 5.44% |
$14.8K - $15.3K
|
11.6K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.33K+ 65.47% |
$141K - $145K
|
16K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 1.31% |
$27.7K - $28.5K
|
93.5K
$2.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
14.9K+ 6.46% |
$331K - $341K
|
245K
$5.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.02K- 2.22% |
$67.3K - $69.3K
|
133K
$3.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 21.94% |
$2.26M - $2.33M
|
564K
$12.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.3K+ 34.7% |
$674K - $694K
|
117K
$2.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8.61K+ 8.01% |
$192K - $197K
|
116K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.91K+ 17.87% |
$109K - $113K
|
32.4K
$733K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14K+ 47.97% |
$181K - $187K
|
25.1K
$569K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
51.5K+ 12.0% |
$1.15M - $1.18M
|
481K
$10.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
35.4K+ 115.52% |
$789K - $813K
|
66.1K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
13.4K+ 12.86% |
$299K - $308K
|
118K
$2.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 37.53% |
$249K - $257K
|
41K
$929K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.19K- 5.0% |
$26.4K - $27.2K
|
22.5K
$510K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.9K+ 12.37% |
$466K - $480K
|
190K
$4.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
418+ 2.54% |
$9.31K - $9.59K
|
16.9K
$382K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.02% |
$490 - $505
|
135K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
126K+ 10.17% |
$2.8M - $2.89M
|
1.36M
$30.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.4K+ 9.85% |
$31.1K - $32K
|
15.6K
$353K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-18.2K- 7.0% |
$405K - $418K
|
242K
$5.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
730K+ 25.43% |
$16.3M - $16.8M
|
3.6M
$81.6M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-783- 3.72% |
$17.4K - $18K
|
20.2K
$459K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-92K- 24.06% |
$2.05M - $2.11M
|
291K
$6.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
16.2K+ 6.62% |
$361K - $372K
|
261K
$5.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.9K+ 1.87% |
$421K - $433K
|
1.03M
$23.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-12.8K- 3.17% |
$285K - $294K
|
392K
$8.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 2.94% |
$25.1K - $25.9K
|
37.2K
$843K
|
|