Purchases and Sales Made in Q2 2024 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.55K+ 0.59% |
$165K - $170K
|
1.28M
$29M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.31K+ 9.23% |
$160K - $164K
|
86.5K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.76K+ 4.35% |
$148K - $152K
|
162K
$3.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.68K+ 49.78% |
$146K - $150K
|
20.1K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.54K+ 1.06% |
$143K - $147K
|
625K
$14.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.35K+ 18.12% |
$139K - $143K
|
41.4K
$937K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.56K+ 29.95% |
$99.4K - $102K
|
19.8K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.53K+ 18.05% |
$98.8K - $102K
|
29.6K
$670K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.17K+ 23.24% |
$91K - $93.7K
|
22.1K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.89K+ 30.75% |
$84.8K - $87.3K
|
16.5K
$374K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.79K+ 18.61% |
$82.8K - $85.2K
|
24.2K
$547K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.6KNew |
$78.6K - $80.9K
|
3.6K
$81.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
3.47K+ 9.55% |
$75.8K - $78K
|
39.8K
$901K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 12.67% |
$66.6K - $68.6K
|
27.1K
$614K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.92K+ 12.17% |
$63.6K - $65.5K
|
26.9K
$608K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.86K+ 25.18% |
$62.5K - $64.3K
|
14.2K
$322K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.85KNew |
$62.2K - $64.1K
|
2.85K
$64.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.47KNew |
$53.9K - $55.5K
|
2.47K
$55.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.3K+ 94.85% |
$50.2K - $51.7K
|
4.73K
$107K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28K+ 368.17% |
$49.8K - $51.2K
|
2.9K
$65.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
1.97K+ 2.2% |
$43K - $44.3K
|
91.6K
$2.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.93KNew |
$42.2K - $43.4K
|
1.93K
$43.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.83K+ 1.44% |
$40K - $41.2K
|
129K
$2.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.66K+ 3.18% |
$36.3K - $37.4K
|
54K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 11.17% |
$35.1K - $36.1K
|
16K
$362K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.6K+ 160000.0% |
$34.9K - $36K
|
1.6K
$36.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.32K+ 3.78% |
$28.8K - $29.7K
|
36.2K
$820K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.26KNew |
$27.6K - $28.4K
|
1.26K
$28.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.22K+ 9.57% |
$26.5K - $27.3K
|
13.9K
$315K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.18KNew |
$25.8K - $26.6K
|
1.18K
$26.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.15KNew |
$25K - $25.7K
|
1.15K
$25.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.09KNew |
$23.7K - $24.4K
|
1.09K
$24.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.03K+ 0.33% |
$22.6K - $23.2K
|
313K
$7.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.02K+ 7.76% |
$22.2K - $22.8K
|
14.1K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
801+ 3.16% |
$17.5K - $18K
|
26.2K
$592K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
557+ 1.05% |
$12.2K - $12.5K
|
53.5K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
537+ 0.36% |
$11.7K - $12.1K
|
150K
$3.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
492+ 0.82% |
$10.7K - $11.1K
|
60.6K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
431+ 1.74% |
$9.41K - $9.69K
|
25.2K
$571K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
389+ 1.73% |
$8.49K - $8.74K
|
22.9K
$518K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
336+ 0.28% |
$7.33K - $7.55K
|
120K
$2.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244New |
$5.33K - $5.49K
|
244
$5.52K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 0.71% |
$2.36K - $2.43K
|
15.4K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67New |
$1.46K - $1.51K
|
67
$1.52K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
63+ 0.23% |
$1.38K - $1.42K
|
27.3K
$619K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
33+ 1.21% |
$720 - $742
|
2.77K
$62.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$393 - $405
|
18
$407
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.24% |
$262 - $270
|
4.95K
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 0.02% |
$65.5 - $67.4
|
12.7K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-95- 0.29% |
$2.07K - $2.14K
|
32.2K
$728K
|