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, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.2K+ 21.31% |
$734K - $773K
|
189K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
99.4KNew |
$2.2M - $2.32M
|
99.4K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
69.2K+ 26.91% |
$1.53M - $1.61M
|
327K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.2K+ 22.99% |
$823K - $868K
|
199K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.9K+ 5.02% |
$1.92M - $2.02M
|
1.82M
$40.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.98K- 6.93% |
$110K - $116K
|
66.9K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51M+ 78.73% |
$33.4M - $35.2M
|
3.43M
$76M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.39K- 16.04% |
$97.1K - $102K
|
23K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-14.8K- 11.47% |
$327K - $345K
|
114K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
86.8KNew |
$1.92M - $2.02M
|
86.8K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.7K+ 45.59% |
$590K - $622K
|
85.2K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.08K+ 11.75% |
$68K - $71.7K
|
29.3K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.3KNew |
$758K - $799K
|
34.3K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
23.8K+ 17.94% |
$526K - $554K
|
156K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
63.9K+ 61.17% |
$1.41M - $1.49M
|
168K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.94K+ 23.43% |
$153K - $162K
|
36.5K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
30KNew |
$664K - $699K
|
30K
$664K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.68K+ 6.38% |
$170K - $179K
|
128K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 158.08% |
$8.39M - $8.84M
|
619K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.09M+ 39.91% |
$24.1M - $25.4M
|
3.82M
$84.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.4K- 7.14% |
$75.1K - $79.1K
|
44.1K
$977K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
41.5K+ 6.48% |
$918K - $967K
|
682K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03K+ 41.6% |
$22.7K - $23.9K
|
3.5K
$77.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.3K+ 31.2% |
$847K - $892K
|
161K
$3.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 69.44% |
$49.8M - $52.4M
|
5.49M
$122M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 11.23% |
$298K - $314K
|
133K
$2.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 1.6% |
$29.8K - $31.4K
|
85.5K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20.3K+ 84.96% |
$450K - $474K
|
44.3K
$980K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
677K+ 21.1% |
$15M - $15.8M
|
3.89M
$86.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
180K+ 1464.39% |
$3.98M - $4.19M
|
192K
$4.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
78.6K+ 63.37% |
$1.74M - $1.83M
|
203K
$4.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1K- 7.5% |
$22.1K - $23.3K
|
12.3K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.1K+ 12.2% |
$201K - $212K
|
83.7K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
164K+ 7.6% |
$3.62M - $3.82M
|
2.32M
$51.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
45.5KNew |
$1.01M - $1.06M
|
45.5K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
649+ 2.41% |
$14.4K - $15.1K
|
27.5K
$609K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35.3K+ 19.43% |
$780K - $822K
|
217K
$4.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
2.25K+ 0.72% |
$49.8K - $52.4K
|
316K
$6.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547K+ 46.38% |
$12.1M - $12.7M
|
1.73M
$38.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
4.37K+ 33.78% |
$96.7K - $102K
|
17.3K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.38K+ 4.98% |
$74.7K - $78.7K
|
71.2K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
154K+ 318.42% |
$3.4M - $3.59M
|
202K
$4.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.3KNew |
$50.9K - $53.7K
|
2.3K
$51K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-103- 1.14% |
$2.28K - $2.4K
|
8.96K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.13K- 4.91% |
$47K - $49.6K
|
41.2K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.42K+ 3.35% |
$75.5K - $79.6K
|
105K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
53.5K+ 24.32% |
$1.18M - $1.25M
|
274K
$6.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.5K+ 105.57% |
$365K - $384K
|
32.1K
$711K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
65KNew |
$1.44M - $1.51M
|
65K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.9K+ 17.49% |
$264K - $278K
|
80K
$1.77M
|