Purchases and Sales Made in Q1 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
248K+ 10.28% |
$5.45M - $5.62M
|
2.66M
$59M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
160K+ 27.02% |
$3.52M - $3.63M
|
753K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
151K+ 15.68% |
$3.31M - $3.42M
|
1.11M
$24.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
132K+ 106.05% |
$2.89M - $2.99M
|
256K
$5.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78K+ 25.24% |
$1.71M - $1.77M
|
387K
$8.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
58.2KNew |
$1.28M - $1.32M
|
58.2K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.8K+ 13.32% |
$984K - $1.02M
|
382K
$8.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.3K+ 49.88% |
$971K - $1M
|
133K
$2.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
43.1K+ 3.67% |
$946K - $976K
|
1.22M
$27M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30.2K+ 41.12% |
$663K - $684K
|
104K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
28.2K+ 21.51% |
$619K - $639K
|
159K
$3.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
22.2K+ 1.94% |
$486K - $502K
|
1.16M
$25.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
19K+ 5.64% |
$418K - $431K
|
357K
$7.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.4K+ 31.22% |
$382K - $394K
|
73.2K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.1K+ 1.05% |
$354K - $365K
|
1.55M
$34.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
16.1K+ 5.1% |
$354K - $365K
|
332K
$7.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
13.9KNew |
$304K - $314K
|
13.9K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
13KNew |
$285K - $294K
|
13K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.6K+ 42.79% |
$278K - $286K
|
42.2K
$935K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.36KNew |
$205K - $212K
|
9.36K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.97KNew |
$197K - $203K
|
8.97K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.36K+ 41.23% |
$162K - $167K
|
25.2K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.99K+ 8.36% |
$153K - $158K
|
90.6K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.7K+ 5.81% |
$81.2K - $83.8K
|
67.4K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.95K+ 1.63% |
$42.8K - $44.1K
|
122K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.74K+ 10241.18% |
$38.2K - $39.4K
|
1.76K
$38.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 4.79% |
$26.8K - $27.6K
|
26.7K
$592K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
547+ 54.7% |
$12K - $12.4K
|
1.55K
$34.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
531+ 7.67% |
$11.7K - $12K
|
7.46K
$165K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
17+ 0.12% |
$373 - $385
|
14.1K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-72- 0.18% |
$1.58K - $1.63K
|
40.6K
$899K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-130- 0.5% |
$2.85K - $2.94K
|
26.1K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$23.6K - $24.3K
|
12.3K
$273K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.12K- 2.9% |
$68.4K - $70.6K
|
104K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.78K- 22.97% |
$82.8K - $85.5K
|
12.7K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.12K- 5.6% |
$90.3K - $93.2K
|
69.4K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.27K- 9.05% |
$93.6K - $96.6K
|
42.9K
$950K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.68K- 8.92% |
$103K - $106K
|
47.8K
$1.06M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-10K- 3.86% |
$220K - $227K
|
249K
$5.53M
|