Purchases and Sales Made in Q4 2025 in Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU) during Q4 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE PLUS INCOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
810KNew |
N/A
|
810K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
450K+ 12.56% |
N/A
|
4.03M
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
372K+ 49.78% |
N/A
|
1.12M
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Rmr Wealth Builders
|
BUY
|
- |
338KNew |
N/A
|
338K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Michael Brady & Co., LLC
Westlake, OH |
BUY
|
- |
273KNew |
N/A
|
273K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
257KNew |
N/A
|
257K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
147K+ 41.63% |
N/A
|
500K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
126K+ 11.6% |
N/A
|
1.21M
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
105K+ 179.22% |
N/A
|
164K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
90.7KNew |
N/A
|
90.7K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
81.4K+ 29.28% |
N/A
|
359K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
77.2K+ 866.88% |
N/A
|
86.1K
$0
|
|
|
Jan 30, 2026
Q4 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
76.6KNew |
N/A
|
76.6K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
72.6KNew |
N/A
|
72.6K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52.7K+ 29.44% |
N/A
|
232K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
38.8K+ 62.86% |
N/A
|
101K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
37.5KNew |
N/A
|
37.5K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.4K+ 9.52% |
N/A
|
430K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.9K+ 19.42% |
N/A
|
214K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.3K+ 92.53% |
N/A
|
65.1K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
29.6K+ 29.62% |
N/A
|
130K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
26.8KNew |
N/A
|
26.8K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
26K+ 107.45% |
N/A
|
50.3K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
22.6K+ 45.57% |
N/A
|
72.2K
$0
|
|
|
Jan 30, 2026
Q4 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
20.6K+ 133.71% |
N/A
|
35.9K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.1K+ 19.03% |
N/A
|
120K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19K+ 172.29% |
N/A
|
30.1K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19K+ 65.16% |
N/A
|
48.2K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
18KNew |
N/A
|
18K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
17.3KNew |
N/A
|
17.3K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17KNew |
N/A
|
17K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
16.4K+ 101.54% |
N/A
|
32.6K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
15.4K+ 24.18% |
N/A
|
79.2K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
14.7K+ 10.53% |
N/A
|
154K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 10.44% |
N/A
|
154K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12.5K+ 31.01% |
N/A
|
52.8K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 270.19% |
N/A
|
17K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
12.1K+ 68.52% |
N/A
|
29.7K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.6K+ 19.49% |
N/A
|
71.3K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 5.23% |
N/A
|
220K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.6K+ 17.97% |
N/A
|
69.9K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Jones Kertz & Associates, Inc.
Blaine, MN |
BUY
|
- |
9.9KNew |
N/A
|
9.9K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.57K+ 29.4% |
N/A
|
42.1K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
8.31K+ 8.48% |
N/A
|
106K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
8.05K+ 53.34% |
N/A
|
23.1K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.92K+ 2.06% |
N/A
|
392K
$0
|
|