Purchases and Sales Made in Q3 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.07M+ 1078.86% |
$46M - $47.5M
|
2.26M
$51.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
730K+ 25.43% |
$16.3M - $16.8M
|
3.6M
$82.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
250K+ 15.27% |
$5.57M - $5.74M
|
1.89M
$43.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
180K+ 3.2% |
$4.01M - $4.14M
|
5.81M
$133M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
140K+ 35.68% |
$3.12M - $3.22M
|
533K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
112K+ 23.33% |
$2.49M - $2.56M
|
590K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
77.8K+ 10.4% |
$1.73M - $1.79M
|
826K
$18.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66.9K+ 6.32% |
$1.49M - $1.53M
|
1.13M
$25.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.7K+ 328.2% |
$1.46M - $1.51M
|
85.7K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65.1K+ 20.29% |
$1.45M - $1.49M
|
386K
$8.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
64.9K+ 60.24% |
$1.45M - $1.49M
|
173K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
62.5K+ 8.43% |
$1.39M - $1.43M
|
804K
$18.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
59.8KNew |
$1.33M - $1.37M
|
59.8K
$1.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
55.2K+ 9.87% |
$1.23M - $1.27M
|
614K
$14.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
51.9K+ 9.45% |
$1.16M - $1.19M
|
601K
$13.8M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.6K+ 4.03% |
$971K - $1M
|
1.13M
$25.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
41.7K+ 5.22% |
$930K - $958K
|
841K
$19.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.1K+ 2.54% |
$738K - $760K
|
1.34M
$30.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
29.7K+ 8.32% |
$662K - $682K
|
387K
$8.85M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24.1K+ 4.43% |
$537K - $553K
|
568K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
21.8K+ 12.77% |
$485K - $499K
|
192K
$4.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.7K+ 12.46% |
$482K - $497K
|
195K
$4.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
19.9K+ 1.66% |
$444K - $458K
|
1.22M
$27.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.6K+ 5.17% |
$414K - $426K
|
378K
$8.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
17.2K+ 7.69% |
$383K - $395K
|
241K
$5.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.2K+ 6.25% |
$360K - $371K
|
275K
$6.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14.8K+ 15.95% |
$330K - $340K
|
108K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.7K+ 13.81% |
$305K - $315K
|
113K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
13K+ 3.52% |
$290K - $299K
|
383K
$8.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.96% |
$262K - $270K
|
249K
$5.69M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.1K+ 25.23% |
$246K - $254K
|
54.9K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.9K+ 56.36% |
$243K - $251K
|
30.3K
$694K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10.5K+ 67.84% |
$234K - $241K
|
26K
$595K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.5K+ 74.3% |
$189K - $195K
|
19.9K
$456K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.07K+ 64.02% |
$135K - $139K
|
15.6K
$356K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.13K+ 7.39% |
$114K - $118K
|
74.5K
$1.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.09K+ 9.25% |
$113K - $117K
|
60.2K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.89K+ 6.49% |
$109K - $112K
|
80.3K
$1.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.73K+ 36.03% |
$105K - $108K
|
17.8K
$408K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.35K+ 3.42% |
$96.9K - $99.8K
|
131K
$3.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.77K+ 8.54% |
$84K - $86.6K
|
48K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.18K+ 18.22% |
$70.8K - $73K
|
20.6K
$472K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.05K+ 40.42% |
$67.9K - $70K
|
10.6K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.84K+ 34.39% |
$63.2K - $65.2K
|
11.1K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.97K+ 8.47% |
$43.8K - $45.2K
|
25.2K
$577K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.61K+ 4.05% |
$35.9K - $37K
|
41.4K
$948K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.48K+ 3.04% |
$32.9K - $33.9K
|
50K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 11.19% |
$24.5K - $25.2K
|
10.9K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
878+ 5.25% |
$19.6K - $20.2K
|
17.6K
$403K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
838+ 7.48% |
$18.7K - $19.2K
|
12K
$275K
|