Purchases and Sales Made in Q1 2023 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.21K+ 20.09% |
$159K - $166K
|
43.1K
$965K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.84K+ 51.85% |
$151K - $158K
|
20K
$449K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.44K+ 1.99% |
$120K - $126K
|
279K
$6.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.24KNew |
$115K - $121K
|
5.24K
$117K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.82K+ 9.21% |
$106K - $111K
|
57.1K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.48K+ 223.25% |
$76.5K - $80.3K
|
5.03K
$113K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.43K+ 9.08% |
$53.5K - $56.1K
|
29.2K
$654K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.38K+ 23.91% |
$52.4K - $55K
|
12.3K
$276K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.37K+ 8.58% |
$30.1K - $31.5K
|
17.3K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.33K+ 1.24% |
$29.3K - $30.7K
|
109K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
1.19K+ 1.37% |
$26.2K - $27.5K
|
88.4K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
897New |
$19.8K - $20.7K
|
897
$20.1K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
598+ 1.68% |
$13.2K - $13.8K
|
36.2K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
488+ 2.68% |
$10.7K - $11.3K
|
18.7K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
430New |
$9.47K - $9.93K
|
430
$9.63K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
366New |
$8.06K - $8.45K
|
366
$8.2K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
341+ 1.86% |
$7.51K - $7.87K
|
18.7K
$418K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
296+ 1.76% |
$6.52K - $6.83K
|
17.1K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
207+ 1.44% |
$4.56K - $4.78K
|
14.6K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
133New |
$2.93K - $3.07K
|
133
$2.98K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
34+ 0.43% |
$749 - $785
|
7.9K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25New |
$551 - $577
|
25
$560
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.98% |
$551 - $577
|
2.59K
$58K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16+ 1.6% |
$352 - $369
|
1.02K
$22.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.12% |
$242 - $254
|
9.26K
$207K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-842- 7.29% |
$18.5K - $19.4K
|
10.7K
$240K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.56K- 59.81% |
$34.4K - $36K
|
1.05K
$23.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-2.11K- 8.12% |
$46.4K - $48.6K
|
23.8K
$534K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.83K- 16.47% |
$62.4K - $65.4K
|
14.4K
$322K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.02K- 23.82% |
$66.5K - $69.8K
|
9.67K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.14K- 44.8% |
$113K - $119K
|
6.33K
$142K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-6.42K- 40.55% |
$141K - $148K
|
9.41K
$211K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.39K- 38.5% |
$207K - $217K
|
15K
$336K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 27.01% |
$308K - $322K
|
37.7K
$846K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-16.8K- 12.02% |
$371K - $389K
|
123K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.6K- 40.65% |
$586K - $614K
|
38.9K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-27.1K- 55.4% |
$596K - $625K
|
21.8K
$488K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-34.6K- 4.34% |
$762K - $799K
|
762K
$17.1M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.9K- 24.31% |
$790K - $828K
|
112K
$2.5M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40.1K- 77.75% |
$883K - $926K
|
11.5K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-195K- 15.06% |
$4.3M - $4.51M
|
1.1M
$24.7M
|