Purchases and Sales Made in Q2 2022 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
879KNew |
$20.2M - $22.2M
|
879K
$19.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
574KNew |
$13.2M - $14.5M
|
574K
$12.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385KNew |
$8.87M - $9.73M
|
385K
$8.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
272K+ 176.92% |
$6.26M - $6.87M
|
426K
$9.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
234KNew |
$5.39M - $5.91M
|
234K
$5.18M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
201KNew |
$4.62M - $5.07M
|
201K
$4.45M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
172KNew |
$3.96M - $4.34M
|
172K
$3.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 1318.99% |
$3.69M - $4.05M
|
172K
$3.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
128K+ 12.39% |
$2.94M - $3.22M
|
1.16M
$25.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114KNew |
$2.64M - $2.89M
|
114K
$2.53M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.3KNew |
$1.55M - $1.7M
|
67.3K
$1.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
66.4KNew |
$1.53M - $1.68M
|
66.4K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.9KNew |
$896K - $983K
|
38.9K
$861K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
33.5KNew |
$773K - $847K
|
33.5K
$743K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.4KNew |
$724K - $794K
|
31.4K
$696K
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
26KNew |
$598K - $656K
|
26K
$575K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
25.8KNew |
$593K - $651K
|
25.8K
$570K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24.4KNew |
$563K - $617K
|
24.4K
$541K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
22.8KNew |
$525K - $576K
|
22.8K
$505K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.5KNew |
$496K - $544K
|
21.5K
$476K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.2KNew |
$464K - $509K
|
20.2K
$446K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.8KNew |
$410K - $449K
|
17.8K
$394K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.1KNew |
$394K - $432K
|
17.1K
$379K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15.6K+ 1051.68% |
$360K - $395K
|
17.1K
$379K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13.1KNew |
$302K - $331K
|
13.1K
$290K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$251K - $275K
|
10.9K
$241K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.99KNew |
$207K - $227K
|
8.99K
$199K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.7K+ 136.39% |
$200K - $220K
|
15.1K
$334K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51KNew |
$34.7K - $38.1K
|
1.51K
$33.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.06KNew |
$24.3K - $26.7K
|
1.06K
$23.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.01KNew |
$23.2K - $25.4K
|
1.01K
$22.3K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-357- 2.13% |
$8.22K - $9.02K
|
16.4K
$363K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.22K- 7.76% |
$166K - $182K
|
85.8K
$1.9M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11.2K- 86.41% |
$258K - $283K
|
1.76K
$39K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.9KClosed |
$273K - $299K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.1KClosed |
$394K - $432K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-65.5K- 81.36% |
$1.51M - $1.66M
|
15K
$332K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-70K- 2.33% |
$1.61M - $1.77M
|
2.93M
$65M
|