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 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
196K+ 131.1% |
$4.29M - $4.42M
|
345K
$7.75M
|
|
|
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
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.2K+ 18.37% |
$48.2K - $49.6K
|
14.2K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
208K+ 7.8% |
$4.56M - $4.69M
|
2.87M
$64.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.49KNew |
$208K - $214K
|
9.49K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
25K+ 7.54% |
$549K - $565K
|
357K
$8.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.61K+ 1.02% |
$57.2K - $58.9K
|
259K
$5.81M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-31.8K- 2.85% |
$697K - $718K
|
1.08M
$24.3M
|
|
|
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
$126M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-30- 0.07% |
$658 - $677
|
41.5K
$932K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.9K+ 491.7% |
$239K - $246K
|
13.1K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.76K+ 10.02% |
$148K - $152K
|
74.2K
$1.67M
|
|
|
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
|
Tru Independence LLC
|
BUY
|
- |
64+ 0.38% |
$1.4K - $1.44K
|
16.7K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-151- 1.4% |
$3.31K - $3.41K
|
10.6K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.68K+ 13.02% |
$58.7K - $60.4K
|
23.2K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.9K- 5.69% |
$129K - $133K
|
97.7K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
46.1K+ 3.67% |
$1.01M - $1.04M
|
1.3M
$29.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-16.5K- 2.02% |
$362K - $373K
|
800K
$18M
|
|
|
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
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.33K- 0.71% |
$117K - $120K
|
748K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 9.22% |
$41.3K - $42.5K
|
22.3K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$439K - $451K
|
20K
$449K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
29.8K+ 118.33% |
$654K - $673K
|
55.1K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.17% |
$57.5K - $59.2K
|
1.56M
$34.9M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-189- 0.89% |
$4.14K - $4.26K
|
21K
$472K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11.1K+ 6.98% |
$244K - $251K
|
170K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 6.21% |
$64.6K - $66.4K
|
44.5K
$999K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
69.3KNew |
$1.52M - $1.56M
|
69.3K
$1.56M
|
|
|
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 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
43.9K+ 3.61% |
$963K - $991K
|
1.26M
$28.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-86- 0.37% |
$1.89K - $1.94K
|
23K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.13% |
$241 - $248
|
8.28K
$186K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
37K+ 3.18% |
$811K - $835K
|
1.2M
$27M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-505- 2.61% |
$11.1K - $11.4K
|
18.8K
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.94K+ 190.24% |
$64.5K - $66.4K
|
4.49K
$101K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 6.0% |
$56.4K - $58.1K
|
40.3K
$905K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-4.38K- 1.76% |
$96K - $98.8K
|
245K
$5.5M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
735K+ 112.08% |
$16.1M - $16.6M
|
1.39M
$31.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
281+ 1.15% |
$6.17K - $6.36K
|
24.8K
$556K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 0.47% |
$24.2K - $25K
|
237K
$5.33M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.3K+ 3.36% |
$94.3K - $97.4K
|
132K
$2.97M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.0% |
$21.9 - $22.6
|
47.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-99.6K- 11.93% |
$2.19M - $2.25M
|
735K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
203K+ 21352.0% |
$4.45M - $4.59M
|
204K
$4.58M
|
|