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 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.7K+ 11.33% |
$82.4K - $85K
|
36.4K
$824K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.52K+ 14.26% |
$78.4K - $80.8K
|
28.2K
$639K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.2K+ 17.66% |
$71.4K - $73.5K
|
21.3K
$483K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.18K+ 18.22% |
$70.8K - $73K
|
20.6K
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.05K+ 40.42% |
$67.9K - $70K
|
10.6K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.85K+ 2.33% |
$63.4K - $65.4K
|
125K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.84K+ 34.39% |
$63.2K - $65.2K
|
11.1K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.74K+ 8.98% |
$60.9K - $62.8K
|
33.2K
$751K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.97K+ 8.47% |
$43.8K - $45.2K
|
25.2K
$571K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.94K+ 85.18% |
$43.1K - $44.5K
|
4.21K
$95.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.78KNew |
$39.7K - $40.9K
|
1.78K
$40.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.61K+ 4.05% |
$35.9K - $37K
|
41.4K
$939K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.5K+ 1.22% |
$33.4K - $34.4K
|
125K
$2.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.48K+ 3.04% |
$32.9K - $33.9K
|
50K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
1.43K+ 1.18% |
$31.8K - $32.7K
|
122K
$2.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.42KNew |
$31.7K - $32.7K
|
1.42K
$32.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.4K+ 9.85% |
$31.1K - $32K
|
15.6K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 11.19% |
$24.5K - $25.2K
|
10.9K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 1.57% |
$22.7K - $23.4K
|
66K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
878+ 5.25% |
$19.6K - $20.2K
|
17.6K
$399K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
838+ 7.48% |
$18.7K - $19.2K
|
12K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
827+ 2.17% |
$18.4K - $19K
|
38.9K
$880K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
739+ 1.75% |
$16.5K - $17K
|
43K
$974K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
642+ 0.09% |
$14.3K - $14.7K
|
742K
$16.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
637+ 0.63% |
$14.2K - $14.6K
|
103K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
633+ 6.79% |
$14.1K - $14.5K
|
9.95K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
554+ 1.04% |
$12.3K - $12.7K
|
53.6K
$1.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
541+ 1.44% |
$12K - $12.4K
|
38.1K
$863K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
525New |
$11.7K - $12K
|
525
$11.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
438New |
$9.75K - $10.1K
|
438
$9.92K
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
418+ 2.54% |
$9.31K - $9.59K
|
16.9K
$382K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
351+ 1.35% |
$7.82K - $8.06K
|
26.3K
$596K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
341+ 0.85% |
$7.59K - $7.83K
|
40.6K
$920K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
335New |
$7.46K - $7.69K
|
335
$7.59K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
311+ 1.35% |
$6.93K - $7.14K
|
23.3K
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
271+ 1.21% |
$6.04K - $6.22K
|
22.6K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
154+ 0.13% |
$3.43K - $3.53K
|
122K
$2.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
132+ 102.33% |
$2.94K - $3.03K
|
261
$5.91K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
123+ 0.76% |
$2.74K - $2.82K
|
16.2K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
120+ 1.32% |
$2.67K - $2.75K
|
9.2K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
110+ 0.97% |
$2.45K - $2.52K
|
11.4K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 0.75% |
$2.38K - $2.46K
|
14.4K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 4.38% |
$1.74K - $1.79K
|
1.86K
$42.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
55+ 0.6% |
$1.22K - $1.26K
|
9.25K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 0.48% |
$891 - $918
|
8.32K
$188K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30+ 1.22% |
$668 - $689
|
2.5K
$56.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 0.94% |
$601 - $620
|
2.89K
$65.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
26+ 0.18% |
$579 - $597
|
14.1K
$320K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.02% |
$490 - $505
|
135K
$3.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$22.3 - $23
|
1
$22.7
|
|