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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-758- 1.87% |
$16.6K - $17.1K
|
39.8K
$896K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
88.9K+ 29.25% |
$1.95M - $2.01M
|
393K
$8.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55.5K+ 14.55% |
$1.22M - $1.25M
|
437K
$9.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-25.1K- 8.79% |
$549K - $565K
|
260K
$5.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
38+ 0.09% |
$833 - $857
|
42.3K
$950K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.8K+ 77.93% |
$237K - $244K
|
24.7K
$555K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.45K+ 2.61% |
$75.6K - $77.8K
|
136K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61.9K+ 5.27% |
$1.36M - $1.4M
|
1.24M
$27.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 20.46% |
$24K - $24.7K
|
6.44K
$145K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 0.97% |
$22.8K - $23.4K
|
108K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
58.6K+ 44.09% |
$1.29M - $1.32M
|
192K
$4.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
30.7KNew |
$672K - $692K
|
30.7K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.8K- 33.24% |
$389K - $401K
|
35.7K
$803K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-76.6K- 73.05% |
$1.68M - $1.73M
|
28.3K
$635K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-24.2K- 2.8% |
$531K - $546K
|
841K
$18.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
196K+ 131.1% |
$4.29M - $4.42M
|
345K
$7.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.47K+ 34.4% |
$97.9K - $101K
|
17.4K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.49KNew |
$208K - $214K
|
9.49K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
208K+ 7.8% |
$4.56M - $4.69M
|
2.87M
$64.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.2K+ 18.37% |
$48.2K - $49.6K
|
14.2K
$319K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
25K+ 7.54% |
$549K - $565K
|
357K
$8.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.61K+ 1.02% |
$57.2K - $58.9K
|
259K
$5.82M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-31.8K- 2.85% |
$697K - $718K
|
1.08M
$24.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.9K+ 491.7% |
$239K - $246K
|
13.1K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.9K+ 2.95% |
$634K - $653K
|
1.01M
$22.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
94.7K+ 1.71% |
$2.08M - $2.14M
|
5.63M
$127M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-30- 0.07% |
$658 - $677
|
41.5K
$934K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-151- 1.4% |
$3.31K - $3.41K
|
10.6K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
64+ 0.38% |
$1.4K - $1.44K
|
16.7K
$376K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8K+ 70.18% |
$175K - $180K
|
19.4K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.76K+ 10.02% |
$148K - $152K
|
74.2K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.68K+ 13.02% |
$58.7K - $60.4K
|
23.2K
$523K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-16.5K- 2.02% |
$362K - $373K
|
800K
$18M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
46.1K+ 3.67% |
$1.01M - $1.04M
|
1.3M
$29.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.9K- 5.69% |
$129K - $133K
|
97.7K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 9.22% |
$41.3K - $42.5K
|
22.3K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.33K- 0.71% |
$117K - $120K
|
748K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.88K+ 6.76% |
$129K - $133K
|
92.9K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
29.8K+ 118.33% |
$654K - $673K
|
55.1K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$439K - $451K
|
20K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-189- 0.89% |
$4.14K - $4.26K
|
21K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 6.21% |
$64.6K - $66.4K
|
44.5K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11.1K+ 6.98% |
$244K - $251K
|
170K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.17% |
$57.5K - $59.2K
|
1.56M
$35M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 12.45% |
$247K - $255K
|
102K
$2.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
638+ 5.04% |
$14K - $14.4K
|
13.3K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
19K+ 24.6% |
$416K - $428K
|
96.1K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.63K+ 5.23% |
$79.5K - $81.9K
|
73K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
201K+ 76.92% |
$4.41M - $4.54M
|
463K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
69.3KNew |
$1.52M - $1.56M
|
69.3K
$1.56M
|