Latest Institutional Transactions on Capital Group Core Plus Income (CGCP)
This table provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGCP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.3K+ 34.7% |
$674K - $694K
|
117K
$2.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11KNew |
$244K - $251K
|
11K
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8.61K+ 8.01% |
$192K - $197K
|
116K
$2.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 21.94% |
$2.26M - $2.33M
|
564K
$12.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.91K+ 17.87% |
$109K - $113K
|
32.4K
$735K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
13.4K+ 12.86% |
$299K - $308K
|
118K
$2.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14K+ 47.97% |
$181K - $187K
|
25.1K
$570K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
51.5K+ 12.0% |
$1.15M - $1.18M
|
481K
$10.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
35.4K+ 115.52% |
$789K - $813K
|
66.1K
$1.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 37.53% |
$249K - $257K
|
41K
$932K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
20K+ 9.08% |
$446K - $459K
|
240K
$5.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.19K- 5.0% |
$26.4K - $27.2K
|
22.5K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.9K+ 12.37% |
$466K - $480K
|
190K
$4.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-193K- 12.4% |
$4.3M - $4.43M
|
1.36M
$31M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
418+ 2.54% |
$9.31K - $9.59K
|
16.9K
$383K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
126K+ 10.17% |
$2.8M - $2.89M
|
1.36M
$30.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.4K+ 9.85% |
$31.1K - $32K
|
15.6K
$354K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.88K+ 4.04% |
$86.4K - $89.1K
|
100K
$2.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-18.2K- 7.0% |
$405K - $418K
|
242K
$5.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.02% |
$490 - $505
|
135K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
730K+ 25.43% |
$16.3M - $16.8M
|
3.6M
$81.8M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-783- 3.72% |
$17.4K - $18K
|
20.2K
$460K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-92K- 24.06% |
$2.05M - $2.11M
|
291K
$6.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
16.2K+ 6.62% |
$361K - $372K
|
261K
$5.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.9K+ 1.87% |
$421K - $433K
|
1.03M
$23.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-12.8K- 3.17% |
$285K - $294K
|
392K
$8.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.2K+ 7.01% |
$116K - $119K
|
79.4K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.95K- 5.4% |
$88.1K - $90.7K
|
69.3K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 2.94% |
$25.1K - $25.9K
|
37.2K
$845K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
51.9K+ 9.45% |
$1.16M - $1.19M
|
601K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.73K+ 36.03% |
$105K - $108K
|
17.8K
$405K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
838+ 7.48% |
$18.7K - $19.2K
|
12K
$273K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
17.2K+ 7.69% |
$383K - $395K
|
241K
$5.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 11.19% |
$24.5K - $25.2K
|
10.9K
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.18K+ 18.22% |
$70.8K - $73K
|
20.6K
$468K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
642+ 0.09% |
$14.3K - $14.7K
|
742K
$16.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.6K+ 5.17% |
$414K - $426K
|
378K
$8.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
110+ 0.97% |
$2.45K - $2.52K
|
11.4K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65.1K+ 20.29% |
$1.45M - $1.49M
|
386K
$8.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-284- 2.64% |
$6.32K - $6.52K
|
10.5K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
878+ 5.25% |
$19.6K - $20.2K
|
17.6K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
140K+ 35.68% |
$3.12M - $3.22M
|
533K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.48K+ 3.04% |
$32.9K - $33.9K
|
50K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
59.8KNew |
$1.33M - $1.37M
|
59.8K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.96% |
$262K - $270K
|
249K
$5.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.05K+ 40.42% |
$67.9K - $70K
|
10.6K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
62.5K+ 8.43% |
$1.39M - $1.43M
|
804K
$18.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.84K+ 34.39% |
$63.2K - $65.2K
|
11.1K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.2K- 3.19% |
$183K - $188K
|
248K
$5.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66.9K+ 6.32% |
$1.49M - $1.53M
|
1.13M
$25.6M
|