Purchases and Sales Made in Q4 2024 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
68.7K+ 21.55% |
$1.52M - $1.59M
|
388K
$8.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
66.5K+ 74.85% |
$1.47M - $1.54M
|
155K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
66.3K+ 20.3% |
$1.47M - $1.54M
|
393K
$8.68M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
66.1K+ 12.47% |
$1.46M - $1.53M
|
597K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.5K+ 4.24% |
$1.43M - $1.49M
|
1.59M
$35M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
62.1K+ 8.26% |
$1.37M - $1.44M
|
813K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
61.2KNew |
$1.36M - $1.42M
|
61.2K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.6K+ 1.36% |
$1.28M - $1.34M
|
4.29M
$94.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.5K+ 55.1% |
$1.23M - $1.29M
|
156K
$3.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
52.6K+ 117.84% |
$1.16M - $1.22M
|
97.2K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.9K+ 31.64% |
$1.13M - $1.18M
|
212K
$4.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
50.5K+ 11.63% |
$1.12M - $1.17M
|
485K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45.2K+ 4.12% |
$1M - $1.05M
|
1.14M
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.8K+ 19.61% |
$991K - $1.04M
|
273K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
43K+ 21.26% |
$951K - $996K
|
245K
$5.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
41.5K+ 21.29% |
$918K - $961K
|
236K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
40.6K+ 57.1% |
$900K - $942K
|
112K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
40KNew |
$884K - $926K
|
40K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
38.8K+ 45.43% |
$859K - $900K
|
124K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
36.5KNew |
$807K - $845K
|
36.5K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
35.5K+ 12.98% |
$786K - $823K
|
309K
$6.83M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
34KNew |
$753K - $788K
|
34K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34K+ 10.82% |
$752K - $787K
|
348K
$7.69M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
32.6K+ 6.6% |
$722K - $756K
|
527K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
30.2KNew |
$668K - $700K
|
30.2K
$668K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28.9KNew |
$640K - $670K
|
28.9K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28.6K+ 5.07% |
$634K - $663K
|
593K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
28.6K+ 5.55% |
$633K - $663K
|
544K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2K+ 14.93% |
$624K - $653K
|
217K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28KNew |
$619K - $648K
|
28K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27.5KNew |
$608K - $637K
|
27.5K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
26.9K+ 35.22% |
$596K - $624K
|
103K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
24.9KNew |
$552K - $578K
|
24.9K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24.6KNew |
$545K - $570K
|
24.6K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
24.3KNew |
$537K - $562K
|
24.3K
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.2K+ 24.39% |
$537K - $562K
|
124K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.3K+ 27.03% |
$516K - $540K
|
110K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
22.3K+ 14.28% |
$494K - $517K
|
179K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 11.13% |
$490K - $514K
|
221K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.6K+ 10.16% |
$455K - $477K
|
223K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.1K+ 87.76% |
$446K - $467K
|
43.1K
$953K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.1K+ 18.26% |
$444K - $465K
|
130K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.7KNew |
$436K - $457K
|
19.7K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.2KNew |
$424K - $444K
|
19.2K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
19K+ 3.02% |
$420K - $439K
|
647K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.5KNew |
$387K - $406K
|
17.5K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
17.3K+ 2.53% |
$382K - $400K
|
699K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.1KNew |
$379K - $397K
|
17.1K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9KNew |
$373K - $391K
|
16.9K
$373K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15.9K+ 0.42% |
$352K - $368K
|
3.84M
$84.8M
|