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 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.41K- 2.1% |
$53.7K - $55.3K
|
112K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.95K- 1.86% |
$65.7K - $67.6K
|
155K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.79K- 13.14% |
$84.4K - $86.9K
|
25.1K
$567K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.55K- 21.39% |
$146K - $150K
|
24.1K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.19K- 16.13% |
$205K - $211K
|
47.8K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-19.7K- 56.94% |
$438K - $451K
|
14.9K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.4K- 3.1% |
$477K - $491K
|
670K
$15.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-44.3K- 49.62% |
$987K - $1.02M
|
45K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-149K- 65.25% |
$3.31M - $3.41M
|
79.2K
$1.79M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-203K- 12.4% |
$4.53M - $4.66M
|
1.44M
$32.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-337K- 73.43% |
$7.51M - $7.72M
|
122K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-525K- 42.92% |
$11.7M - $12M
|
698K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.64M- 58.89% |
$36.5M - $37.6M
|
1.15M
$25.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.72M- 97.42% |
$82.9M - $85.3M
|
98.7K
$2.23M
|