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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.15K+ 9.55% |
$159K - $164K
|
82K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.52K+ 19.05% |
$78.5K - $80.7K
|
22K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
550+ 19.64% |
$12.2K - $12.6K
|
3.35K
$74.8K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.5K - $3.6K
|
157
$3.51K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
13.1KNew |
$276K - $301K
|
13.1K
$293K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
12.9KNew |
$271K - $296K
|
12.9K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.7KNew |
$267K - $291K
|
12.7K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.04KNew |
$190K - $207K
|
9.04K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.99K+ 4.7% |
$41.8K - $45.6K
|
44.3K
$991K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
949+ 3.01% |
$19.9K - $21.8K
|
32.4K
$724K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
779New |
$16.4K - $17.9K
|
779
$17.4K
|
|
| Q2 2023 | |||||||
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5K+ 15.51% |
$233K - $241K
|
78.1K
$1.74M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62.3KNew |
$1.37M - $1.44M
|
62.3K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
23.8KNew |
$524K - $550K
|
23.8K
$532K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
147KNew |
$3.17M - $3.37M
|
147K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.34K+ 100.0% |
$50.3K - $53.4K
|
4.68K
$105K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
26.4KNew |
$577K - $634K
|
26.4K
$590K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.65KNew |
$79.7K - $87.5K
|
3.65K
$81.5K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.06KNew |
$24.3K - $26.7K
|
1.06K
$23.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.01KNew |
$23.2K - $25.4K
|
1.01K
$22.5K
|
|