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 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
326K+ 8.26% |
$7.25M - $7.47M
|
4.27M
$96.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46K+ 403.51% |
$1.02M - $1.06M
|
57.4K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.29M+ 23.48% |
$140M - $144M
|
33.1M
$749M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
46.4K+ 2.96% |
$1.03M - $1.07M
|
1.61M
$36.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-621K- 62.96% |
$13.8M - $14.2M
|
365K
$8.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-329- 0.32% |
$7.33K - $7.55K
|
101K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.5K+ 7.23% |
$457K - $471K
|
304K
$6.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-975- 18.06% |
$21.7K - $22.4K
|
4.43K
$100K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
206K+ 9.41% |
$4.6M - $4.74M
|
2.4M
$54.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.22M+ 28.65% |
$94.1M - $96.9M
|
19M
$430M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.77K+ 3.46% |
$128K - $132K
|
172K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.4KNew |
$476K - $491K
|
21.4K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140K+ 7.12% |
$3.12M - $3.21M
|
2.11M
$47.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.5K+ 17.19% |
$256K - $264K
|
78.3K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14K+ 60.06% |
$313K - $322K
|
37.4K
$847K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.63K+ 17.71% |
$192K - $198K
|
57.4K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.4K- 6.33% |
$254K - $262K
|
169K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.67K- 20.96% |
$37.2K - $38.3K
|
6.3K
$143K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.81K- 7.9% |
$62.6K - $64.6K
|
32.8K
$743K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.7K+ 3.1% |
$1.33M - $1.37M
|
1.98M
$44.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.11K- 60.42% |
$114K - $117K
|
3.35K
$75.8K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16K+ 51.12% |
$357K - $368K
|
47.4K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
21.4KNew |
$476K - $491K
|
21.4K
$484K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
827+ 2.17% |
$18.4K - $19K
|
38.9K
$880K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 1.57% |
$22.7K - $23.4K
|
66K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
123+ 0.76% |
$2.74K - $2.82K
|
16.2K
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
50.8K+ 12.87% |
$1.13M - $1.17M
|
445K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.79K+ 20.88% |
$218K - $225K
|
56.6K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.2K+ 19.83% |
$339K - $349K
|
92K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.2K+ 43.88% |
$494K - $509K
|
72.7K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.9KNew |
$465K - $479K
|
20.9K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 0.94% |
$601 - $620
|
2.89K
$65.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
9.51KNew |
$212K - $218K
|
9.51K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13.9KNew |
$310K - $320K
|
13.9K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
13.9KNew |
$310K - $320K
|
13.9K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
BUY
|
- |
40KNew |
$890K - $917K
|
40K
$905K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
96.1KNew |
$2.14M - $2.21M
|
96.1K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
132+ 102.33% |
$2.94K - $3.03K
|
261
$5.91K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.7K+ 11.33% |
$82.4K - $85K
|
36.4K
$824K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-25- 0.12% |
$557 - $574
|
20.2K
$457K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 4.57% |
$433K - $446K
|
444K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.03KNew |
$112K - $116K
|
5.03K
$114K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.5K+ 23.79% |
$233K - $240K
|
54.5K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.78KNew |
$39.7K - $40.9K
|
1.78K
$40.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.7K- 2.27% |
$37.8K - $38.9K
|
73.1K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
45.7K+ 6.08% |
$1.02M - $1.05M
|
797K
$18.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
1.43K+ 1.18% |
$31.8K - $32.7K
|
122K
$2.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.5K+ 1.22% |
$33.4K - $34.4K
|
125K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
79.5K+ 18.2% |
$1.77M - $1.83M
|
517K
$11.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
739+ 1.75% |
$16.5K - $17K
|
43K
$974K
|
|