Purchases and Sales Made in Q2 2023 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.55MNew |
$34.5M - $35.5M
|
1.55M
$34.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
846K+ 131.84% |
$18.8M - $19.4M
|
1.49M
$33.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
841K+ 173.27% |
$18.7M - $19.3M
|
1.33M
$29.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
733KNew |
$16.3M - $16.8M
|
733K
$16.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
686K+ 139.2% |
$15.3M - $15.7M
|
1.18M
$26.6M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
649K+ 1989.28% |
$14.4M - $14.9M
|
681K
$15.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
638KNew |
$14.2M - $14.6M
|
638K
$14.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
599K+ 36.6% |
$13.3M - $13.7M
|
2.24M
$50.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
504KNew |
$11.2M - $11.6M
|
504K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
502K+ 50.82% |
$11.2M - $11.5M
|
1.49M
$33.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
278K+ 35.72% |
$6.19M - $6.38M
|
1.06M
$23.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 36.61% |
$5.55M - $5.72M
|
930K
$21M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
248K+ 43.16% |
$5.52M - $5.69M
|
823K
$18.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
213K+ 1580.64% |
$4.75M - $4.9M
|
227K
$5.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
175K+ 28.32% |
$3.91M - $4.03M
|
795K
$17.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
166K+ 83.38% |
$3.7M - $3.81M
|
365K
$8.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
162K+ 28.04% |
$3.6M - $3.71M
|
739K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162K+ 14.67% |
$3.6M - $3.71M
|
1.26M
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
158K+ 51.54% |
$3.51M - $3.62M
|
463K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
156K+ 11.74% |
$3.48M - $3.59M
|
1.49M
$33.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
148K+ 1380.7% |
$3.29M - $3.39M
|
159K
$3.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
148KNew |
$3.28M - $3.39M
|
148K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
147K+ 19.22% |
$3.26M - $3.36M
|
909K
$20.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
134K+ 21.92% |
$2.98M - $3.08M
|
746K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120KNew |
$2.67M - $2.75M
|
120K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 730.35% |
$2.37M - $2.44M
|
121K
$2.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
93.4K+ 33.25% |
$2.08M - $2.14M
|
374K
$8.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
88K+ 471.64% |
$1.96M - $2.02M
|
107K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
77.9KNew |
$1.73M - $1.79M
|
77.9K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
70KNew |
$1.56M - $1.61M
|
70K
$1.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
62.1K+ 8.93% |
$1.38M - $1.43M
|
758K
$17.1M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
57.4K+ 37.9% |
$1.28M - $1.32M
|
209K
$4.71M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56.6KNew |
$1.26M - $1.3M
|
56.6K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
52K+ 76.47% |
$1.16M - $1.19M
|
120K
$2.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
51.7K+ 14.58% |
$1.15M - $1.19M
|
406K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.1K+ 238.25% |
$1.05M - $1.08M
|
66.8K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
40.6K+ 8.04% |
$903K - $931K
|
545K
$12.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40.5K+ 145.25% |
$902K - $929K
|
68.4K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.3KNew |
$876K - $903K
|
39.3K
$887K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 42.7% |
$854K - $881K
|
128K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38K+ 331.38% |
$846K - $873K
|
49.5K
$1.12M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38K+ 331.38% |
$846K - $873K
|
49.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
30.7KNew |
$683K - $704K
|
30.7K
$691K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
30.7KNew |
$683K - $704K
|
30.7K
$691K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
30.2K+ 103.67% |
$673K - $694K
|
59.4K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
27.9KNew |
$621K - $640K
|
27.9K
$629K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.2K+ 138.27% |
$583K - $601K
|
45.1K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.8K+ 41.15% |
$575K - $593K
|
88.6K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21.3KNew |
$475K - $489K
|
21.3K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
21.1KNew |
$470K - $485K
|
21.1K
$476K
|