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 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.3K+ 18.18% |
$446K - $460K
|
132K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 17.91% |
$36.4K - $37.6K
|
7.6K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
263K+ 6.26% |
$5.78M - $5.96M
|
4.47M
$100M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
167KNew |
$3.66M - $3.78M
|
167K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
182K+ 10.72% |
$3.99M - $4.12M
|
1.88M
$42.2M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
237+ 0.99% |
$5.2K - $5.37K
|
24.2K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
985+ 2.11% |
$21.6K - $22.3K
|
47.6K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
262K+ 6.48% |
$5.74M - $5.92M
|
4.3M
$96.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$99.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
808+ 1.79% |
$17.7K - $18.3K
|
45.9K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.88K- 7.97% |
$41.3K - $42.6K
|
21.7K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
30K+ 4.29% |
$658K - $679K
|
729K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-21K- 16.57% |
$462K - $476K
|
106K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
7.28M+ 53.66% |
$160M - $165M
|
20.8M
$468M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.3K+ 15.5% |
$929K - $958K
|
315K
$7.08M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.4K+ 45.42% |
$491K - $507K
|
71.7K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-100K- 40.78% |
$2.19M - $2.26M
|
145K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
218K+ 7.4% |
$4.79M - $4.94M
|
3.16M
$71M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-439- 2.39% |
$9.63K - $9.94K
|
17.9K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
413+ 6.47% |
$9.06K - $9.35K
|
6.8K
$153K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
144K+ 68.02% |
$3.16M - $3.26M
|
356K
$7.99M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-40.5K- 86.59% |
$889K - $917K
|
6.28K
$141K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
129KNew |
$2.84M - $2.93M
|
129K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
80New |
$1.76K - $1.81K
|
80
$1.8K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
75.3KNew |
$1.65M - $1.7M
|
75.3K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
25.8K+ 6.66% |
$566K - $585K
|
413K
$9.28M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
579+ 2.65% |
$12.7K - $13.1K
|
22.4K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
359+ 3.14% |
$7.88K - $8.13K
|
11.8K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
8.89K+ 4.55% |
$195K - $201K
|
204K
$4.58M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
179K+ 9.17% |
$3.93M - $4.06M
|
2.13M
$47.9M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.78K+ 20.57% |
$171K - $176K
|
45.6K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.69K+ 4.72% |
$59K - $60.9K
|
59.7K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
15.2K+ 24.89% |
$334K - $345K
|
76.5K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.88M+ 45.58% |
$85.2M - $87.9M
|
12.4M
$278M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.8K+ 14.26% |
$457K - $471K
|
167K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.55K+ 12.48% |
$99.8K - $103K
|
41K
$921K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-171- 1.0% |
$3.75K - $3.87K
|
17K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.37KNew |
$206K - $212K
|
9.37K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-267- 0.22% |
$5.86K - $6.04K
|
123K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39K+ 17.97% |
$856K - $883K
|
256K
$5.75M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
569K+ 13.25% |
$12.5M - $12.9M
|
4.86M
$109M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4.82K- 1.58% |
$106K - $109K
|
301K
$6.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 45.29% |
$425K - $438K
|
23.4K
$525K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.64K- 12.77% |
$36K - $37.1K
|
11.2K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
34.6K+ 9.94% |
$758K - $783K
|
382K
$8.58M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-51.5K- 24.93% |
$1.13M - $1.17M
|
155K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11KNew |
$242K - $249K
|
11K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
95.6K+ 1350.6% |
$2.1M - $2.17M
|
103K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
186K+ 4.85% |
$4.08M - $4.21M
|
4.02M
$90.3M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
182K+ 7.29% |
$4M - $4.12M
|
2.68M
$60.1M
|