Purchases and Sales Made in Q4 2022 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.73KNew |
$102K - $108K
|
4.73K
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.1K+ 18.11% |
$88.2K - $93.6K
|
26.7K
$592K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.09K+ 24.11% |
$66.4K - $70.6K
|
15.9K
$352K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.64K+ 36.69% |
$56.6K - $60.2K
|
9.82K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.34K+ 100.0% |
$50.3K - $53.4K
|
4.68K
$104K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.09K+ 18.85% |
$45K - $47.8K
|
13.2K
$292K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 3.42% |
$37.2K - $39.5K
|
52.3K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$33.5K - $35.5K
|
1.56K
$34.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.3K+ 9.68% |
$27.9K - $29.7K
|
14.7K
$326K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.2KNew |
$25.8K - $27.4K
|
1.2K
$26.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$21.5K - $22.8K
|
1K
$22.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
321New |
$6.9K - $7.33K
|
321
$7.11K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.79% |
$430 - $457
|
2.56K
$56.7K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.75% |
$21.5 - $22.8
|
132
$2.92K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-3.59K- 12.16% |
$77.1K - $81.9K
|
25.9K
$574K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-6.99K- 30.63% |
$150K - $159K
|
15.8K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.8KClosed |
$254K - $270K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-12.2K- 82.37% |
$262K - $278K
|
2.61K
$57.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-13.8K- 7.28% |
$296K - $314K
|
175K
$3.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-28.5K- 24.66% |
$613K - $651K
|
87.2K
$1.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-40.5K- 4.34% |
$871K - $925K
|
893K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.4K- 18.17% |
$1.15M - $1.22M
|
241K
$5.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-58.5K- 68.82% |
$1.26M - $1.34M
|
26.5K
$587K
|