Purchases and Sales Made in Q1 2024 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q1 2024. 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 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.56M+ 141.21% |
$56.9M - $58.5M
|
4.37M
$98.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.31M+ 111.82% |
$51.5M - $53M
|
4.38M
$98.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18M+ 594.53% |
$48.6M - $50M
|
2.55M
$57.5M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.2M+ 657.74% |
$26.7M - $27.4M
|
1.38M
$31.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
789K+ 121.73% |
$17.6M - $18.1M
|
1.44M
$32.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
699K+ 35.83% |
$15.6M - $16M
|
2.65M
$59.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
643K+ 101.78% |
$14.3M - $14.7M
|
1.28M
$28.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
558K+ 24.16% |
$12.4M - $12.8M
|
2.86M
$64.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
459K+ 79.34% |
$10.2M - $10.5M
|
1.04M
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
436K+ 24.34% |
$9.72M - $10M
|
2.23M
$50.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
424KNew |
$9.44M - $9.71M
|
424K
$9.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
409K+ 67.72% |
$9.11M - $9.38M
|
1.01M
$22.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
405K+ 13.87% |
$9.02M - $9.28M
|
3.33M
$75M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
361K+ 27.96% |
$8.04M - $8.27M
|
1.65M
$37.2M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
335K+ 15.58% |
$7.47M - $7.68M
|
2.49M
$56.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
270K+ 20.22% |
$6.01M - $6.18M
|
1.6M
$36.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
269K+ 87.99% |
$5.99M - $6.16M
|
575K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
254K+ 17.82% |
$5.65M - $5.81M
|
1.68M
$37.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
237K+ 30.93% |
$5.28M - $5.43M
|
1M
$22.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
213K+ 55.02% |
$4.75M - $4.89M
|
601K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
207K+ 53.77% |
$4.6M - $4.73M
|
591K
$13.3M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
206K+ 10.86% |
$4.58M - $4.71M
|
2.1M
$47.3M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
194KNew |
$4.33M - $4.45M
|
194K
$4.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165K+ 59.72% |
$3.67M - $3.77M
|
440K
$9.93M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
162K+ 192.45% |
$3.61M - $3.71M
|
246K
$5.55M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159K+ 13.35% |
$3.53M - $3.63M
|
1.35M
$30.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
158K+ 10.92% |
$3.53M - $3.63M
|
1.61M
$36.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
152K+ 32.26% |
$3.39M - $3.49M
|
625K
$14.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
144K+ 686.24% |
$3.21M - $3.31M
|
165K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
138K+ 192.65% |
$3.06M - $3.15M
|
209K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
128K+ 40.19% |
$2.86M - $2.94M
|
448K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
118K+ 471.89% |
$2.62M - $2.69M
|
143K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 43.26% |
$2.47M - $2.54M
|
367K
$8.29M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
104K+ 20.22% |
$2.32M - $2.38M
|
618K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
103K+ 14.94% |
$2.29M - $2.35M
|
790K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.3K+ 23070.42% |
$2.19M - $2.25M
|
98.7K
$2.23M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.3K+ 23070.42% |
$2.19M - $2.25M
|
98.7K
$2.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.1K+ 10.88% |
$2.14M - $2.2M
|
979K
$22.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
93.7KNew |
$2.09M - $2.15M
|
93.7K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83.9K+ 42.89% |
$1.87M - $1.92M
|
279K
$6.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
83.4K+ 11.84% |
$1.86M - $1.91M
|
788K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.5KNew |
$1.66M - $1.71M
|
74.5K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74.3K+ 167.89% |
$1.66M - $1.7M
|
119K
$2.67M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66.4K+ 14.48% |
$1.48M - $1.52M
|
525K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
61.5K+ 266.6% |
$1.37M - $1.41M
|
84.5K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.7K+ 1129.47% |
$1.24M - $1.28M
|
60.7K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.7K+ 19.6% |
$1.24M - $1.28M
|
340K
$7.66M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53KNew |
$1.18M - $1.21M
|
53K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.8K+ 5.52% |
$1.15M - $1.19M
|
991K
$22.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
51.5K+ 5.84% |
$1.15M - $1.18M
|
934K
$21.1M
|