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 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.04K+ 7.4% |
$45.1K - $47.2K
|
29.6K
$653K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7K+ 8.43% |
$37.6K - $39.4K
|
21.9K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 3.8% |
$34.6K - $36.2K
|
42.7K
$944K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.36KNew |
$30.1K - $31.5K
|
1.36K
$30.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.35K+ 24.3% |
$30K - $31.4K
|
6.93K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 22.07% |
$28.3K - $29.7K
|
7.08K
$156K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.04K+ 2.28% |
$22.9K - $24K
|
46.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1K+ 29.85% |
$22.1K - $23.2K
|
4.35K
$96.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1K+ 29.85% |
$22.1K - $23.2K
|
4.35K
$96.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$22.1K - $23.2K
|
1K
$22.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
974+ 4.23% |
$21.6K - $22.6K
|
24K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
965+ 2.19% |
$21.4K - $22.4K
|
45.1K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950New |
$21K - $22K
|
950
$21K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
826+ 4.71% |
$18.3K - $19.1K
|
18.4K
$406K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
785New |
$17.4K - $18.2K
|
785
$17.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
782+ 44.08% |
$17.3K - $18.1K
|
2.56K
$56.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
670+ 0.81% |
$14.8K - $15.5K
|
83.6K
$1.85M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
664New |
$14.7K - $15.4K
|
664
$14.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
641+ 2.79% |
$14.2K - $14.9K
|
23.6K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500+ 3.88% |
$11.1K - $11.6K
|
13.4K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
450+ 104.65% |
$9.96K - $10.4K
|
880
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
413+ 2.58% |
$9.14K - $9.57K
|
16.4K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
338+ 1.62% |
$7.48K - $7.83K
|
21.2K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$7.04K - $7.37K
|
318
$7.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
311+ 1.38% |
$6.88K - $7.21K
|
22.8K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
291+ 12.64% |
$6.44K - $6.74K
|
2.59K
$57.3K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
277+ 1.34% |
$6.13K - $6.42K
|
21K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
250New |
$5.53K - $5.79K
|
250
$5.53K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
123New |
$2.72K - $2.85K
|
123
$2.72K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.94% |
$2.21K - $2.32K
|
10.7K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
56+ 0.4% |
$1.24K - $1.3K
|
14K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33+ 0.09% |
$730 - $765
|
36.4K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 0.97% |
$598 - $626
|
2.82K
$62.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.3 - $46.3
|
4.95K
$109K
|
|
|
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
$29.7K
|
|
|
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
$95.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-391- 2.58% |
$8.65K - $9.06K
|
14.8K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400- 3.99% |
$8.85K - $9.27K
|
9.63K
$213K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-408- 1.39% |
$9.03K - $9.45K
|
28.8K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-547- 0.51% |
$12.1K - $12.7K
|
108K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-721- 4.17% |
$16K - $16.7K
|
16.6K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-948- 3.77% |
$21K - $22K
|
24.2K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.12K- 2.02% |
$24.7K - $25.9K
|
54.1K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 10.96% |
$25.2K - $26.4K
|
9.26K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.35K- 99.56% |
$30K - $31.4K
|
6
$133
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.42K- 6.51% |
$31.5K - $32.9K
|
20.4K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.77K- 1.95% |
$39.1K - $40.9K
|
88.8K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.02K- 3.27% |
$44.7K - $46.8K
|
59.7K
$1.32M
|