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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.5K- 0.5% |
$55.2K - $57.8K
|
495K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.43K- 17.15% |
$120K - $126K
|
26.3K
$580K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.63K- 51.08% |
$147K - $154K
|
6.35K
$140K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.57K- 25.41% |
$168K - $175K
|
22.2K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-10.2K- 3.24% |
$226K - $237K
|
305K
$6.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-11K- 48.12% |
$243K - $255K
|
11.9K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.5K- 21.61% |
$320K - $335K
|
52.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.1K- 9.73% |
$335K - $350K
|
140K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.9K- 99.91% |
$397K - $416K
|
17
$376
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22.6K- 47.02% |
$501K - $524K
|
25.5K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-29.6K- 3.42% |
$654K - $685K
|
835K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-36.2K- 23.8% |
$802K - $839K
|
116K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-48.4K- 45.9% |
$1.07M - $1.12M
|
57K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-66.3K- 7.69% |
$1.47M - $1.54M
|
796K
$17.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-67.5K- 59.04% |
$1.49M - $1.56M
|
46.8K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-67.6K- 35.23% |
$1.5M - $1.57M
|
124K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-70.1K- 68.39% |
$1.55M - $1.62M
|
32.4K
$716K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-75.4K- 86.84% |
$1.67M - $1.75M
|
11.4K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-93.5K- 43.55% |
$2.07M - $2.17M
|
121K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-225K- 46.88% |
$4.98M - $5.22M
|
255K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-365K- 56.79% |
$8.09M - $8.47M
|
278K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-602K- 69.69% |
$13.3M - $14M
|
262K
$5.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-654K- 35.95% |
$14.5M - $15.1M
|
1.16M
$25.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.13M- 95.5% |
$47.2M - $49.4M
|
101K
$2.22M
|