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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.21MNew |
$93.2M - $97.5M
|
4.21M
$94.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.27M+ 43.17% |
$72.4M - $75.8M
|
10.8M
$243M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.03M+ 55.2% |
$67.1M - $70.2M
|
8.52M
$191M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.52M+ 22.85% |
$55.8M - $58.5M
|
13.6M
$304M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11M+ 25.43% |
$46.7M - $48.9M
|
10.4M
$234M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.56MNew |
$34.4M - $36.1M
|
1.56M
$34.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.05MNew |
$23.3M - $24.4M
|
1.05M
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
720K+ 20.97% |
$15.9M - $16.7M
|
4.15M
$93.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
672KNew |
$14.9M - $15.6M
|
672K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
606K+ 15.6% |
$13.4M - $14M
|
4.49M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
543K+ 15.56% |
$12M - $12.6M
|
4.03M
$90.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
460K+ 23.53% |
$10.2M - $10.7M
|
2.42M
$54.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
444K+ 22.54% |
$9.83M - $10.3M
|
2.42M
$54.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
421K+ 207.24% |
$9.32M - $9.75M
|
624K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
375K+ 60.56% |
$8.3M - $8.69M
|
994K
$22.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
351K+ 40.97% |
$7.77M - $8.14M
|
1.21M
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
346K+ 23.18% |
$7.66M - $8.02M
|
1.84M
$41.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
338KNew |
$7.47M - $7.82M
|
338K
$7.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
337K+ 8.29% |
$7.46M - $7.81M
|
4.4M
$98.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
325K+ 12.41% |
$7.2M - $7.54M
|
2.95M
$66.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
320K+ 38.59% |
$7.09M - $7.42M
|
1.15M
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
318K+ 55.86% |
$7.03M - $7.36M
|
886K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
259KNew |
$5.74M - $6.01M
|
259K
$5.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229K+ 13.28% |
$5.07M - $5.31M
|
1.96M
$43.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
220K+ 50.29% |
$4.87M - $5.1M
|
657K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
205K+ 10.09% |
$4.54M - $4.76M
|
2.24M
$50.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
195KNew |
$4.32M - $4.52M
|
195K
$4.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
189K+ 141.53% |
$4.18M - $4.38M
|
322K
$7.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
178K+ 7.68% |
$3.94M - $4.12M
|
2.5M
$56M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
165K+ 18.72% |
$3.65M - $3.83M
|
1.05M
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
163K+ 10.64% |
$3.62M - $3.79M
|
1.7M
$38.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
162K+ 35.35% |
$3.58M - $3.75M
|
620K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
157KNew |
$3.47M - $3.63M
|
157K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
154K+ 61.47% |
$3.41M - $3.57M
|
404K
$9.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
143K+ 306.7% |
$3.17M - $3.31M
|
190K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
123KNew |
$2.72M - $2.85M
|
123K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
120K+ 55.35% |
$2.66M - $2.78M
|
337K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
113KNew |
$2.51M - $2.62M
|
113K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
104K+ 9.67% |
$2.29M - $2.4M
|
1.17M
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.5KNew |
$2.16M - $2.26M
|
97.5K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
96.5K+ 11.14% |
$2.14M - $2.24M
|
964K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
88.9K+ 8.46% |
$1.97M - $2.06M
|
1.14M
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
86.2KNew |
$1.91M - $2M
|
86.2K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.3K+ 1636.79% |
$1.78M - $1.86M
|
85.2K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
76.8K+ 59.22% |
$1.7M - $1.78M
|
207K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71.1K+ 145.58% |
$1.57M - $1.65M
|
120K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
68.7K+ 21.55% |
$1.52M - $1.59M
|
388K
$8.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
66.5K+ 74.85% |
$1.47M - $1.54M
|
155K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
66.3K+ 20.3% |
$1.47M - $1.54M
|
393K
$8.81M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
66.1K+ 12.47% |
$1.46M - $1.53M
|
597K
$13.4M
|