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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.5K+ 10.84% |
$296K - $305K
|
138K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.79K+ 63.42% |
$127K - $131K
|
14.9K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-98.8K- 81.54% |
$2.17M - $2.24M
|
22.4K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9K+ 100.27% |
$371K - $383K
|
33.8K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3KNew |
$226K - $234K
|
10.3K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-99.5K- 87.83% |
$2.18M - $2.25M
|
13.8K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-40.2K- 4.65% |
$882K - $910K
|
825K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$99.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
168K+ 599.43% |
$3.68M - $3.8M
|
196K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53.6K+ 13.27% |
$1.18M - $1.21M
|
458K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.95M+ 27.16% |
$64.6M - $66.7M
|
13.8M
$310M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48.6KNew |
$1.07M - $1.1M
|
48.6K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-108K- 6.79% |
$2.36M - $2.44M
|
1.48M
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 16.57% |
$310K - $320K
|
99.3K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
35.4K+ 15.88% |
$777K - $802K
|
259K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
286K+ 46.13% |
$6.27M - $6.47M
|
906K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.93KNew |
$42.4K - $43.7K
|
1.93K
$43.4K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
26.7K+ 75.26% |
$585K - $604K
|
62.1K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.32K+ 9.83% |
$139K - $143K
|
70.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
416+ 1.51% |
$9.13K - $9.42K
|
27.9K
$626K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.93% |
$2.19K - $2.26K
|
10.6K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.67K+ 0.72% |
$103K - $106K
|
652K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.88K+ 4.01% |
$195K - $201K
|
230K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
287K+ 11.87% |
$6.29M - $6.49M
|
2.7M
$60.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102K+ 82.46% |
$2.24M - $2.31M
|
226K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11.1K+ 6.23% |
$244K - $252K
|
190K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
454K+ 10.92% |
$9.95M - $10.3M
|
4.61M
$103M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
144+ 0.68% |
$3.16K - $3.26K
|
21.4K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
35.8KNew |
$786K - $811K
|
35.8K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-600- 2.48% |
$13.2K - $13.6K
|
23.6K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 12.28% |
$378K - $390K
|
157K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35.2K+ 1436.94% |
$772K - $797K
|
37.7K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.9K+ 4.54% |
$129K - $134K
|
136K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-707- 0.68% |
$15.5K - $16K
|
103K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.7K- 45.86% |
$366K - $378K
|
19.7K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.6K- 12.45% |
$716K - $739K
|
229K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
261K+ 22.65% |
$5.72M - $5.9M
|
1.41M
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.36KNew |
$51.8K - $53.5K
|
2.36K
$53K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.66KNew |
$58.3K - $60.2K
|
2.66K
$59.7K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
109KNew |
$2.39M - $2.46M
|
109K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77.6KClosed |
$1.7M - $1.76M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
721K+ 7134.72% |
$15.8M - $16.3M
|
731K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
244K+ 87.75% |
$5.35M - $5.52M
|
522K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.1K- 2.91% |
$1.43M - $1.47M
|
2.17M
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.7K+ 27.97% |
$959K - $989K
|
200K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.6M+ 15.32% |
$35M - $36.1M
|
12M
$270M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
28.4K+ 28.24% |
$624K - $643K
|
129K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83.2K+ 25.8% |
$1.83M - $1.88M
|
406K
$9.11M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.04K+ 4.55% |
$88.5K - $91.4K
|
92.8K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-337K- 85.77% |
$7.39M - $7.63M
|
55.9K
$1.25M
|