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 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
9.06KNew |
$202K - $208K
|
9.06K
$204K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.13K+ 414.74% |
$181K - $186K
|
10.1K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.15K+ 9.55% |
$159K - $164K
|
82K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6.73K+ 12.7% |
$150K - $154K
|
59.7K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.25K+ 16.9% |
$117K - $120K
|
36.3K
$819K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.51K+ 2.56% |
$101K - $103K
|
181K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
4.36K+ 9.08% |
$97.1K - $99.9K
|
52.4K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.17K+ 57.69% |
$92.8K - $95.4K
|
11.4K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.93K+ 6.99% |
$87.5K - $90K
|
60.1K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.79K+ 8.64% |
$84.3K - $86.7K
|
47.6K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.52K+ 19.05% |
$78.5K - $80.7K
|
22K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.51K+ 5.33% |
$78.2K - $80.5K
|
69.4K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.49K+ 16.77% |
$77.7K - $79.9K
|
24.3K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.28K+ 44.52% |
$73.1K - $75.2K
|
10.7K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.15K+ 2.88% |
$70.1K - $72.1K
|
112K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.02K+ 28.76% |
$67.2K - $69.1K
|
13.5K
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.01K+ 14.09% |
$67K - $68.9K
|
24.4K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 8.74% |
$48.1K - $49.5K
|
26.9K
$606K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
2.03K+ 2.32% |
$45.3K - $46.6K
|
89.6K
$2.02M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2K+ 9.22% |
$44.5K - $45.8K
|
23.7K
$534K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.93K+ 8.76% |
$43K - $44.2K
|
24K
$540K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.87K+ 3.85% |
$41.7K - $42.9K
|
50.5K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.83K+ 6.42% |
$40.7K - $41.8K
|
30.3K
$683K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 19.68% |
$39.8K - $40.9K
|
10.9K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.69K+ 1.34% |
$37.5K - $38.6K
|
127K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.58K+ 8.37% |
$35.1K - $36.1K
|
20.4K
$460K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.25K+ 28.84% |
$27.8K - $28.6K
|
5.57K
$126K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.19K+ 8.47% |
$26.4K - $27.2K
|
15.2K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 0.7% |
$24.7K - $25.4K
|
159K
$3.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
859+ 7.03% |
$19.1K - $19.7K
|
13.1K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
669+ 2.06% |
$14.9K - $15.3K
|
33.1K
$746K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
649+ 0.15% |
$14.5K - $14.9K
|
439K
$9.89M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
619+ 4.05% |
$13.8K - $14.2K
|
15.9K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
550+ 19.64% |
$12.2K - $12.6K
|
3.35K
$75.5K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
465+ 2.11% |
$10.4K - $10.7K
|
22.5K
$507K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
309+ 1.26% |
$6.88K - $7.08K
|
24.8K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.5K - $3.6K
|
157
$3.54K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
75+ 0.4% |
$1.67K - $1.72K
|
18.8K
$424K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
70New |
$1.56K - $1.6K
|
70
$1.58K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
70New |
$1.56K - $1.6K
|
70
$1.58K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
34+ 0.69% |
$757 - $779
|
4.94K
$111K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 0.74% |
$557 - $573
|
3.42K
$77.1K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
23+ 0.85% |
$512 - $527
|
2.73K
$61.6K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$290 - $298
|
20.9K
$471K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.07% |
$245 - $252
|
15.3K
$344K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 1.31% |
$178 - $183
|
619
$14K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9- 90.0% |
$200 - $206
|
1
$22.6
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-314- 1.36% |
$6.99K - $7.19K
|
22.8K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-479- 0.15% |
$10.7K - $11K
|
312K
$7.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.15K- 8.93% |
$47.9K - $49.3K
|
22K
$495K
|