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 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
7.28K+ 5.87% |
$161K - $169K
|
131K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.28K+ 15.37% |
$139K - $145K
|
47.1K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.44K+ 9.33% |
$120K - $126K
|
63.7K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.09K+ 2.38% |
$113K - $118K
|
218K
$4.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.47K+ 15.32% |
$99K - $104K
|
33.7K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.91K+ 28.02% |
$86.5K - $90.5K
|
17.9K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.47K+ 25.84% |
$76.7K - $80.4K
|
16.9K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.45K+ 4.18% |
$76.4K - $80K
|
85.9K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3K+ 7.96% |
$66.3K - $69.5K
|
40.7K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.95K+ 19.91% |
$65.3K - $68.4K
|
17.8K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.59K+ 4.86% |
$57.2K - $59.9K
|
55.8K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.04K+ 7.4% |
$45.1K - $47.2K
|
29.6K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7K+ 8.43% |
$37.6K - $39.4K
|
21.9K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.36KNew |
$30.1K - $31.5K
|
1.36K
$30.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$22.1K - $23.2K
|
1K
$22.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
785New |
$17.4K - $18.2K
|
785
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
670+ 0.81% |
$14.8K - $15.5K
|
83.6K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500+ 3.88% |
$11.1K - $11.6K
|
13.4K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
413+ 2.58% |
$9.14K - $9.57K
|
16.4K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$7.04K - $7.37K
|
318
$7.08K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
277+ 1.34% |
$6.13K - $6.42K
|
21K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
56+ 0.4% |
$1.24K - $1.3K
|
14K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 0.97% |
$598 - $626
|
2.82K
$62.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.3 - $46.3
|
4.95K
$110K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$22.1 - $23.2
|
460K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-148- 9.92% |
$3.28K - $3.43K
|
1.34K
$29.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-159- 0.32% |
$3.52K - $3.68K
|
49.6K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-237- 5.22% |
$5.24K - $5.49K
|
4.3K
$95.7K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-391- 2.58% |
$8.65K - $9.06K
|
14.8K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-547- 0.51% |
$12.1K - $12.7K
|
108K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-721- 4.17% |
$16K - $16.7K
|
16.6K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.12K- 2.02% |
$24.7K - $25.9K
|
54.1K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.35K- 99.56% |
$30K - $31.4K
|
6
$134
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.42K- 6.51% |
$31.5K - $32.9K
|
20.4K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.5K- 0.5% |
$55.2K - $57.8K
|
495K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.43K- 17.15% |
$120K - $126K
|
26.3K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.57K- 25.41% |
$168K - $175K
|
22.2K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-11K- 48.12% |
$243K - $255K
|
11.9K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.5K- 21.61% |
$320K - $335K
|
52.5K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.9K- 99.91% |
$397K - $416K
|
17
$378
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-36.2K- 23.8% |
$802K - $839K
|
116K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-66.3K- 7.69% |
$1.47M - $1.54M
|
796K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-70.1K- 68.39% |
$1.55M - $1.62M
|
32.4K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-225K- 46.88% |
$4.98M - $5.22M
|
255K
$5.68M
|