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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
50.8K+ 12.87% |
$1.13M - $1.17M
|
445K
$10.1M
|
|
|
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 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
46.4K+ 2.96% |
$1.03M - $1.07M
|
1.61M
$36.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46K+ 403.51% |
$1.02M - $1.06M
|
57.4K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
45.7K+ 6.08% |
$1.02M - $1.05M
|
797K
$18.1M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.6K+ 4.03% |
$971K - $1M
|
1.13M
$25.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
41.7K+ 5.22% |
$930K - $958K
|
841K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
40KNew |
$890K - $917K
|
40K
$905K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
35.4K+ 115.52% |
$789K - $813K
|
66.1K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
34.2K+ 348.05% |
$762K - $786K
|
44.1K
$998K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.1K+ 2.54% |
$738K - $760K
|
1.34M
$30.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
31.8K+ 6.56% |
$708K - $729K
|
516K
$11.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.3K+ 34.7% |
$674K - $694K
|
117K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
29.7K+ 8.32% |
$662K - $682K
|
387K
$8.76M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
29.5K+ 16.76% |
$657K - $677K
|
206K
$4.66M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25.8KNew |
$574K - $592K
|
25.8K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25K+ 10.71% |
$557K - $574K
|
258K
$5.85M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24.1K+ 4.43% |
$537K - $553K
|
568K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.2K+ 249.27% |
$517K - $532K
|
32.5K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.1K+ 9.91% |
$515K - $530K
|
256K
$5.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.2K+ 43.88% |
$494K - $509K
|
72.7K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
21.8K+ 12.77% |
$485K - $499K
|
192K
$4.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.7K+ 12.46% |
$482K - $497K
|
195K
$4.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 10.25% |
$479K - $494K
|
231K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
21.4KNew |
$476K - $491K
|
21.4K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.4KNew |
$476K - $491K
|
21.4K
$484K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.9K+ 12.37% |
$466K - $480K
|
190K
$4.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.9KNew |
$465K - $479K
|
20.9K
$473K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.5K+ 7.23% |
$457K - $471K
|
304K
$6.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
20K+ 9.08% |
$446K - $459K
|
240K
$5.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
19.9K+ 1.66% |
$444K - $458K
|
1.22M
$27.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 4.57% |
$433K - $446K
|
444K
$10.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.9K+ 1.87% |
$421K - $433K
|
1.03M
$23.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.6K+ 5.17% |
$414K - $426K
|
378K
$8.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
18.5K+ 12.77% |
$412K - $425K
|
164K
$3.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.2K+ 3.78% |
$406K - $419K
|
501K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
17.6K+ 112.0% |
$392K - $404K
|
33.3K
$754K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
17.2K+ 7.69% |
$383K - $395K
|
241K
$5.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17KNew |
$379K - $391K
|
17K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
16.8KNew |
$373K - $385K
|
16.8K
$380K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
16.6K+ 8.61% |
$371K - $382K
|
210K
$4.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
16.2K+ 6.62% |
$361K - $372K
|
261K
$5.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.2K+ 6.25% |
$360K - $371K
|
275K
$6.23M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16K+ 51.12% |
$357K - $368K
|
47.4K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.2K+ 19.83% |
$339K - $349K
|
92K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
14.9K+ 6.46% |
$331K - $341K
|
245K
$5.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14.8K+ 15.95% |
$330K - $340K
|
108K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
14.4K+ 14.56% |
$321K - $331K
|
113K
$2.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
14.3K+ 6.55% |
$319K - $329K
|
233K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14K+ 60.06% |
$313K - $322K
|
37.4K
$847K
|
|