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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.7KNew |
$1.08M - $1.12M
|
48.7K
$1.11M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
48.6K+ 7.66% |
$1.08M - $1.11M
|
683K
$15.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44.3K+ 191.93% |
$986K - $1.01M
|
67.3K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
42.7K+ 35.73% |
$950K - $977K
|
162K
$3.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40.5K+ 163.46% |
$901K - $927K
|
65.2K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
37K+ 57.2% |
$824K - $848K
|
102K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
35K+ 3.91% |
$779K - $802K
|
930K
$21.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
34.3K+ 32.44% |
$765K - $787K
|
140K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
34K+ 29.59% |
$758K - $780K
|
149K
$3.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.1KNew |
$737K - $758K
|
33.1K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
32.3KNew |
$719K - $739K
|
32.3K
$738K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.2K+ 36.09% |
$718K - $738K
|
122K
$2.78M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6KNew |
$704K - $724K
|
31.6K
$723K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28.1K+ 23.98% |
$625K - $643K
|
145K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
27.4K+ 4.64% |
$610K - $628K
|
618K
$14.1M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.8K+ 28.68% |
$596K - $613K
|
120K
$2.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26.1K+ 2.5% |
$582K - $598K
|
1.07M
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25.4K+ 97507.69% |
$565K - $581K
|
25.4K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 17.94% |
$534K - $549K
|
158K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
23.3K+ 6.7% |
$519K - $534K
|
371K
$8.49M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21.6KNew |
$480K - $494K
|
21.6K
$493K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.1KNew |
$470K - $483K
|
21.1K
$482K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.8KNew |
$464K - $477K
|
20.8K
$477K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20.2K+ 5.79% |
$450K - $463K
|
369K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20K+ 9.92% |
$446K - $459K
|
222K
$5.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
19.7KNew |
$439K - $451K
|
19.7K
$451K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.5K+ 9.72% |
$434K - $447K
|
220K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
19.1K+ 22.74% |
$426K - $438K
|
103K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19K+ 36.31% |
$423K - $435K
|
71.3K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
17.9KNew |
$399K - $411K
|
17.9K
$410K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.1K+ 96.13% |
$381K - $392K
|
34.9K
$799K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.8K+ 31.58% |
$374K - $385K
|
70K
$1.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.5K+ 37.43% |
$368K - $379K
|
60.7K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.1K+ 75.56% |
$336K - $346K
|
35.1K
$802K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
14.6K+ 20.87% |
$326K - $335K
|
84.8K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.4KNew |
$320K - $329K
|
14.4K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
14K+ 86.79% |
$312K - $321K
|
30.2K
$690K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.3K+ 12.62% |
$295K - $304K
|
118K
$2.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12.9KNew |
$288K - $296K
|
12.9K
$295K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12.7KNew |
$283K - $291K
|
12.7K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.6KNew |
$281K - $289K
|
12.6K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5KNew |
$278K - $286K
|
12.5K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.4K+ 22.08% |
$277K - $285K
|
68.8K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
11.4KNew |
$253K - $260K
|
11.4K
$260K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.3KNew |
$252K - $259K
|
11.3K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
11K+ 16.13% |
$245K - $252K
|
79.3K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10.9K+ 66.47% |
$243K - $250K
|
27.3K
$624K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7K+ 24.09% |
$238K - $245K
|
55.1K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.56KNew |
$213K - $219K
|
9.56K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
9.41K+ 4.47% |
$210K - $216K
|
220K
$5.03M
|