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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
538KNew |
$11.9M - $12.5M
|
538K
$11.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
22.2KNew |
$491K - $518K
|
22.2K
$492K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
14KNew |
$309K - $326K
|
14K
$310K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
43.7K+ 5.34% |
$967K - $1.02M
|
862K
$19.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.1K+ 71.92% |
$245K - $258K
|
26.5K
$586K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
199K+ 10.84% |
$4.4M - $4.64M
|
2.03M
$45M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40.3K+ 50.99% |
$892K - $940K
|
119K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.01K+ 69.29% |
$44.4K - $46.8K
|
4.91K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-425- 4.45% |
$9.4K - $9.91K
|
9.13K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.15K+ 10.63% |
$25.3K - $26.7K
|
11.9K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.79K+ 57.35% |
$83.9K - $88.4K
|
10.4K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46.6KNew |
$1.03M - $1.09M
|
46.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
256+ 1.84% |
$5.66K - $5.97K
|
14.2K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.9KNew |
$462K - $487K
|
20.9K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.26K+ 16.52% |
$72.2K - $76.1K
|
23K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
109KNew |
$2.42M - $2.54M
|
109K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
75.2K+ 9.57% |
$1.66M - $1.75M
|
861K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
90.5KNew |
$2M - $2.11M
|
90.5K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
199K+ 383.15% |
$4.39M - $4.63M
|
250K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.5K+ 141.47% |
$298K - $314K
|
23K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
96.2K+ 701.06% |
$2.13M - $2.24M
|
110K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.3K+ 35.32% |
$581K - $613K
|
101K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-705K- 52.29% |
$15.6M - $16.4M
|
643K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
130K+ 39.84% |
$2.89M - $3.04M
|
458K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
728K+ 710.98% |
$16.1M - $17M
|
830K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.1K- 18.17% |
$998K - $1.05M
|
203K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
315K+ 19.19% |
$6.96M - $7.34M
|
1.96M
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
158K+ 4.75% |
$3.5M - $3.69M
|
3.49M
$77.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
228KNew |
$5.05M - $5.32M
|
228K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
155KNew |
$3.44M - $3.62M
|
155K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
252K+ 19.66% |
$5.58M - $5.88M
|
1.54M
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
49.9K+ 6.13% |
$1.1M - $1.16M
|
864K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.54K+ 0.57% |
$78.3K - $82.5K
|
628K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.75M+ 98.2% |
$83M - $87.5M
|
7.58M
$168M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
22.4K+ 41.44% |
$495K - $522K
|
76.4K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.97K- 16.51% |
$110K - $116K
|
25.2K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
736KNew |
$16.3M - $17.1M
|
736K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.74M+ 32.98% |
$60.6M - $63.8M
|
11M
$244M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
30.6K+ 35.4% |
$677K - $714K
|
117K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.9K+ 120.22% |
$439K - $463K
|
36.4K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
14.3KNew |
$317K - $334K
|
14.3K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
50.1K+ 10.44% |
$1.11M - $1.17M
|
530K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.47K+ 151.85% |
$121K - $127K
|
9.06K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
63.4K+ 71.39% |
$1.4M - $1.48M
|
152K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 0.14% |
$25.9K - $27.3K
|
864K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.49M+ 42.76% |
$55M - $58M
|
8.3M
$184M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.4K+ 19.74% |
$473K - $498K
|
130K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89.1K+ 6.22% |
$1.97M - $2.08M
|
1.52M
$33.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-466- 1.9% |
$10.3K - $10.9K
|
24K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
948K+ 28.84% |
$21M - $22.1M
|
4.23M
$93.7M
|