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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 5.01% |
$219K - $226K
|
210K
$4.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
619K+ 4.49% |
$13.6M - $14M
|
14.4M
$326M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24.6K- 39.54% |
$538K - $554K
|
37.5K
$849K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.44M+ 533.09% |
$53.5M - $55.1M
|
2.9M
$65.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.31KNew |
$204K - $210K
|
9.31K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 19.17% |
$822K - $846K
|
233K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
314K+ 16.68% |
$6.88M - $7.08M
|
2.19M
$49.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.8K+ 9.2% |
$455K - $468K
|
246K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
292K+ 225.83% |
$6.4M - $6.59M
|
421K
$9.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.97K+ 66.85% |
$219K - $225K
|
24.9K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-365K- 3.04% |
$7.99M - $8.22M
|
11.6M
$263M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
144K+ 6.63% |
$3.16M - $3.25M
|
2.32M
$52.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.6K+ 79.08% |
$1.72M - $1.77M
|
178K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-49.8K- 6.04% |
$1.09M - $1.12M
|
775K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-355K- 8.26% |
$7.77M - $8M
|
3.94M
$89.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
68K+ 493.71% |
$1.49M - $1.54M
|
81.8K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
748+ 11.01% |
$16.4K - $16.9K
|
7.54K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.7K+ 49.51% |
$367K - $377K
|
50.5K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.27K- 3.21% |
$49.8K - $51.2K
|
68.4K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.16K+ 1.64% |
$113K - $116K
|
321K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.99K- 2.45% |
$109K - $113K
|
199K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
130K+ 9.19% |
$2.84M - $2.93M
|
1.54M
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.5K+ 23.79% |
$1.2M - $1.23M
|
284K
$6.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
5.45K+ 5.83% |
$120K - $123K
|
99K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
13.3K+ 3.73% |
$291K - $300K
|
370K
$8.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 2.98% |
$2.92M - $3.01M
|
4.61M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
72.9K+ 10.74% |
$1.6M - $1.64M
|
751K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
227K+ 8.4% |
$4.98M - $5.12M
|
2.93M
$66.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
22.3K+ 3.42% |
$489K - $503K
|
674K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
464K+ 88.81% |
$10.2M - $10.5M
|
986K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
136KNew |
$2.97M - $3.06M
|
136K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.16K+ 1.37% |
$69.3K - $71.3K
|
233K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
405K+ 29.1% |
$8.87M - $9.13M
|
1.8M
$40.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-439- 1.57% |
$9.62K - $9.9K
|
27.4K
$621K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 30.36% |
$238K - $245K
|
46.7K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.6K+ 22.51% |
$671K - $690K
|
167K
$3.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.25K+ 3.15% |
$115K - $118K
|
172K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.95M+ 28.57% |
$131M - $134M
|
26.8M
$606M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16.1K+ 15.23% |
$354K - $364K
|
122K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-105K- 9.0% |
$2.3M - $2.36M
|
1.06M
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
15.7KNew |
$344K - $354K
|
15.7K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
374K+ 8.13% |
$8.2M - $8.44M
|
4.98M
$113M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
63.2K+ 4.28% |
$1.39M - $1.43M
|
1.54M
$34.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4KNew |
$250K - $257K
|
11.4K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.8K+ 55.2% |
$456K - $469K
|
58.4K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-708K- 34.78% |
$15.5M - $16M
|
1.33M
$30M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 78.06% |
$2.69M - $2.77M
|
34.6K
$782K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
31+ 0.22% |
$680 - $699
|
14.1K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.61K- 18.3% |
$79.1K - $81.4K
|
16.1K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-845- 0.82% |
$18.5K - $19.1K
|
102K
$2.3M
|