Latest Institutional Purchases of Capital Group Core Plus Income (CGCP)
This list provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGCP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
151KNew |
$3.41M - $3.46M
|
151K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
143K+ 27.77% |
$3.25M - $3.3M
|
660K
$15M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 8.71% |
$2.69M - $2.73M
|
1.48M
$33.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
105K+ 45.86% |
$2.37M - $2.4M
|
333K
$7.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
67.3K+ 27.92% |
$1.52M - $1.55M
|
308K
$6.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
65K+ 16.8% |
$1.47M - $1.49M
|
452K
$10.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
45.5K+ 3.41% |
$1.03M - $1.05M
|
1.38M
$31.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.2K+ 46.27% |
$977K - $992K
|
136K
$3.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
36.8K+ 3.02% |
$834K - $846K
|
1.26M
$28.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.5K+ 5.58% |
$712K - $723K
|
595K
$13.5M
|
|
|
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
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
24.8K+ 21.83% |
$561K - $569K
|
138K
$3.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
20.4K+ 20.39% |
$462K - $469K
|
120K
$2.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
16.1K+ 6.7% |
$365K - $370K
|
256K
$5.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.7KNew |
$243K - $247K
|
10.7K
$243K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.66K+ 8.96% |
$219K - $222K
|
117K
$2.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.86K+ 5.13% |
$201K - $204K
|
182K
$4.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.77K+ 25.61% |
$176K - $179K
|
38.1K
$863K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.31K+ 40.96% |
$165K - $168K
|
25.2K
$570K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.16K+ 86.11% |
$162K - $165K
|
15.5K
$351K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6.8KNew |
$154K - $156K
|
6.8K
$154K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.07K+ 12.46% |
$115K - $116K
|
45.7K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.78K+ 6.83% |
$108K - $110K
|
74.7K
$1.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.5K+ 7.48% |
$102K - $103K
|
64.6K
$1.46M
|
|
|
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 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.65K+ 6.16% |
$60K - $60.9K
|
45.6K
$1.03M
|
|
|
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 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.94K+ 5.23% |
$43.9K - $44.6K
|
39.1K
$885K
|
|
|
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 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.24K+ 11.32% |
$28.1K - $28.5K
|
12.2K
$276K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
967+ 1.22% |
$21.9K - $22.2K
|
79.9K
$1.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
847+ 8.0% |
$19.2K - $19.5K
|
11.4K
$259K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325New |
$7.36K - $7.47K
|
325
$7.36K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
140+ 1.53% |
$3.17K - $3.22K
|
9.3K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
3New |
$67.9 - $68.9
|
3
$67.9
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.29M+ 23.48% |
$140M - $144M
|
33.1M
$749M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.22M+ 28.65% |
$94.1M - $96.9M
|
19M
$430M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.07M+ 1078.86% |
$46M - $47.5M
|
2.26M
$51.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69M+ 11.71% |
$37.6M - $38.7M
|
16.1M
$365M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42M+ 18.73% |
$31.7M - $32.7M
|
9.03M
$204M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39M+ 11.93% |
$30.9M - $31.9M
|
13M
$295M
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
791K+ 17.17% |
$17.6M - $18.1M
|
5.4M
$122M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
730K+ 25.43% |
$16.3M - $16.8M
|
3.6M
$81.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
464K+ 8.74% |
$10.3M - $10.7M
|
5.78M
$131M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 25.17% |
$10.1M - $10.4M
|
2.25M
$50.9M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406K+ 20.7% |
$9.04M - $9.32M
|
2.37M
$53.6M
|
|