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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.94K+ 31.41% |
$154K - $162K
|
29K
$643K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49KNew |
$33K - $34.8K
|
1.49K
$33K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69K+ 3.16% |
$37.4K - $39.4K
|
55.2K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.99K+ 2.62% |
$132K - $140K
|
235K
$5.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.4K+ 7.28% |
$495K - $522K
|
330K
$7.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7.69K- 25.17% |
$170K - $179K
|
22.8K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.9KNew |
$285K - $300K
|
12.9K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.62K+ 19.33% |
$146K - $154K
|
40.9K
$905K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
403K+ 25.72% |
$8.92M - $9.4M
|
1.97M
$43.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
196K+ 28.64% |
$4.34M - $4.58M
|
882K
$19.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
63.8K+ 42.64% |
$1.41M - $1.49M
|
213K
$4.72M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
111K+ 28.96% |
$2.46M - $2.59M
|
494K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.4K+ 42.6% |
$186K - $196K
|
28.1K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
590+ 49.83% |
$13.1K - $13.8K
|
1.77K
$39.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
476K+ 46.75% |
$10.5M - $11.1M
|
1.49M
$33.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
53.6K+ 12.07% |
$1.18M - $1.25M
|
498K
$11M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 9.48% |
$48K - $50.6K
|
20.7K
$459K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 26.13% |
$407K - $429K
|
88.8K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
437KNew |
$9.68M - $10.2M
|
437K
$9.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.2 - $46.6
|
4.95K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
29.5K+ 91.77% |
$653K - $688K
|
61.7K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
31.4K+ 61.46% |
$695K - $732K
|
82.5K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 1.4% |
$27.4K - $28.9K
|
89.6K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-115- 0.4% |
$2.54K - $2.68K
|
28.5K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.16K+ 67.97% |
$180K - $190K
|
20.2K
$446K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.3K- 5.21% |
$559K - $589K
|
460K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
434KNew |
$9.61M - $10.1M
|
434K
$9.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
12.6K+ 31.61% |
$278K - $293K
|
52.4K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-119- 0.27% |
$2.63K - $2.77K
|
44.6K
$988K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.1K+ 58.93% |
$179K - $189K
|
21.9K
$484K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
132K+ 72.71% |
$2.92M - $3.08M
|
314K
$6.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.35K+ 27.75% |
$140K - $148K
|
29.2K
$647K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.95K+ 1.4% |
$43.2K - $45.5K
|
141K
$3.13M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
333+ 2.24% |
$7.37K - $7.76K
|
15.2K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
94.7K+ 94.64% |
$2.1M - $2.21M
|
195K
$4.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
23+ 0.83% |
$509 - $536
|
2.79K
$61.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.25K+ 0.18% |
$49.8K - $52.5K
|
1.27M
$28.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
967K+ 63.93% |
$21.4M - $22.5M
|
2.48M
$54.9M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
97.6K+ 12.69% |
$2.16M - $2.28M
|
867K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.68K- 33.24% |
$148K - $156K
|
13.4K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
731K+ 38.7% |
$16.2M - $17M
|
2.62M
$58M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21.1K+ 75.75% |
$466K - $491K
|
48.8K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.23K+ 9.23% |
$49.3K - $52K
|
26.4K
$585K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
34.4K+ 4.81% |
$762K - $803K
|
751K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$309K - $325K
|
13.9K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
95.3K+ 9.97% |
$2.11M - $2.22M
|
1.05M
$23.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
53.2KNew |
$1.18M - $1.24M
|
53.2K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
42.7K+ 9.76% |
$945K - $995K
|
480K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
124K+ 28.03% |
$2.73M - $2.88M
|
564K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
12.8KNew |
$284K - $299K
|
12.8K
$284K
|