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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29.8K+ 128.01% |
$675K - $685K
|
53.1K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
25.8K+ 6.74% |
$585K - $593K
|
409K
$9.26M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.48K+ 30.9% |
$144K - $149K
|
27.4K
$621K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.97K- 9.95% |
$155K - $160K
|
63.1K
$1.43M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.66K- 8.05% |
$215K - $222K
|
110K
$2.5M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30+ 1.22% |
$668 - $689
|
2.5K
$56.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
29.5K+ 16.76% |
$657K - $677K
|
206K
$4.66M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 6.94% |
$2.38M - $2.45M
|
1.65M
$37.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25.8KNew |
$574K - $592K
|
25.8K
$584K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.2K+ 17.66% |
$71.4K - $73.5K
|
21.3K
$483K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10.6KNew |
$236K - $244K
|
10.6K
$240K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
303K+ 26.18% |
$6.74M - $6.95M
|
1.46M
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.96K+ 14.56% |
$88.3K - $91K
|
31.2K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130KNew |
$2.89M - $2.98M
|
130K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.2K+ 249.27% |
$517K - $532K
|
32.5K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
929KNew |
$20.7M - $21.3M
|
929K
$21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
9.37K+ 1.39% |
$209K - $215K
|
684K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
451K+ 226.94% |
$10M - $10.4M
|
650K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.69M+ 11.71% |
$37.6M - $38.7M
|
16.1M
$365M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120K+ 5.18% |
$2.67M - $2.75M
|
2.44M
$55.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7K- 20.25% |
$156K - $161K
|
27.6K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406K+ 20.7% |
$9.04M - $9.32M
|
2.37M
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
121K+ 2.98% |
$2.68M - $2.77M
|
4.17M
$94.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.51K- 10.07% |
$55.8K - $57.5K
|
22.4K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-14.9K- 1.93% |
$332K - $343K
|
760K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57.7K+ 98.75% |
$1.29M - $1.32M
|
116K
$2.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
263K+ 5.29% |
$5.86M - $6.04M
|
5.24M
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
381K+ 13.15% |
$8.49M - $8.75M
|
3.28M
$74.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17KNew |
$379K - $391K
|
17K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 4.38% |
$1.74K - $1.79K
|
1.86K
$42.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-36.3K- 44.38% |
$809K - $833K
|
45.5K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65.3K+ 36.69% |
$1.45M - $1.5M
|
243K
$5.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.6K- 34.2% |
$615K - $634K
|
53.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
16.8KNew |
$373K - $385K
|
16.8K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
633+ 6.79% |
$14.1K - $14.5K
|
9.95K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.7K+ 6.22% |
$239K - $246K
|
183K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
14.4K+ 14.56% |
$321K - $331K
|
113K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-177K- 49.03% |
$3.94M - $4.06M
|
184K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
791K+ 17.17% |
$17.6M - $18.1M
|
5.4M
$122M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
26+ 0.18% |
$579 - $597
|
14.1K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
66.6K+ 8.25% |
$1.48M - $1.53M
|
875K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.6K+ 18.38% |
$280K - $289K
|
81K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
464K+ 8.74% |
$10.3M - $10.7M
|
5.78M
$131M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 10.25% |
$479K - $494K
|
231K
$5.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.1K+ 9.91% |
$515K - $530K
|
256K
$5.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25K+ 10.71% |
$557K - $574K
|
258K
$5.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
100K+ 74.13% |
$2.24M - $2.31M
|
236K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-716- 40.73% |
$15.9K - $16.4K
|
1.04K
$23.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.5K- 8.57% |
$33.4K - $34.4K
|
16K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.85K+ 2.33% |
$63.4K - $65.4K
|
125K
$2.83M
|
|