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
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
13.9KNew |
$310K - $320K
|
13.9K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13.9KNew |
$310K - $320K
|
13.9K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.7K+ 13.81% |
$305K - $315K
|
113K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
13.4K+ 12.86% |
$299K - $308K
|
118K
$2.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.3K+ 8.31% |
$297K - $306K
|
174K
$3.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
13K+ 3.52% |
$290K - $299K
|
383K
$8.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12.9K+ 1.71% |
$288K - $297K
|
767K
$17.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.8K+ 65.85% |
$285K - $293K
|
32.2K
$729K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.6K+ 18.38% |
$280K - $289K
|
81K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.1K+ 4.92% |
$270K - $278K
|
259K
$5.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.96% |
$262K - $270K
|
249K
$5.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.5K+ 17.19% |
$256K - $264K
|
78.3K
$1.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 37.53% |
$249K - $257K
|
41K
$929K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.1K+ 25.23% |
$246K - $254K
|
54.9K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11KNew |
$244K - $251K
|
11K
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.9K+ 56.36% |
$243K - $251K
|
30.3K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.7K+ 6.22% |
$239K - $246K
|
183K
$4.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10.6KNew |
$236K - $244K
|
10.6K
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10.5K+ 67.84% |
$234K - $241K
|
26K
$589K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.5K+ 23.79% |
$233K - $240K
|
54.5K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10KNew |
$223K - $230K
|
10K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.92K+ 2.87% |
$221K - $228K
|
355K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.79K+ 20.88% |
$218K - $225K
|
56.6K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.6KNew |
$214K - $220K
|
9.6K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
9.51KNew |
$212K - $218K
|
9.51K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
9.37K+ 1.39% |
$209K - $215K
|
684K
$15.5M
|
|
|
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 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.72K+ 13.71% |
$194K - $200K
|
72.3K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.63K+ 17.71% |
$192K - $198K
|
57.4K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8.61K+ 8.01% |
$192K - $197K
|
116K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.5K+ 74.3% |
$189K - $195K
|
19.9K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14K+ 47.97% |
$181K - $187K
|
25.1K
$569K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.33K+ 26.04% |
$163K - $168K
|
35.5K
$803K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.33K+ 65.47% |
$141K - $145K
|
16K
$362K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.07K+ 64.02% |
$135K - $139K
|
15.6K
$352K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.77K+ 3.46% |
$128K - $132K
|
172K
$3.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.2K+ 7.01% |
$116K - $119K
|
79.4K
$1.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.13K+ 7.39% |
$114K - $118K
|
74.5K
$1.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.09K+ 9.25% |
$113K - $117K
|
60.2K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.03KNew |
$112K - $116K
|
5.03K
$114K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.91K+ 17.87% |
$109K - $113K
|
32.4K
$733K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.89K+ 6.49% |
$109K - $112K
|
80.3K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
4.87K+ 1.82% |
$108K - $112K
|
272K
$6.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.73K+ 36.03% |
$105K - $108K
|
17.8K
$404K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.35K+ 3.42% |
$96.9K - $99.8K
|
131K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.96K+ 14.56% |
$88.3K - $91K
|
31.2K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.88K+ 4.04% |
$86.4K - $89.1K
|
100K
$2.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.79K+ 10.61% |
$84.4K - $86.9K
|
39.5K
$894K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.77K+ 8.54% |
$84K - $86.6K
|
48K
$1.09M
|
|