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 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-25K- 4.74% |
$549K - $566K
|
502K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.91K+ 22.94% |
$174K - $179K
|
42.4K
$952K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
221K+ 731.63% |
$4.85M - $5M
|
251K
$5.64M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
22+ 0.78% |
$483 - $498
|
2.84K
$63.7K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
8.96KNew |
$197K - $203K
|
8.96K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.1K- 4.47% |
$178K - $183K
|
173K
$3.88M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-46- 6.93% |
$1.01K - $1.04K
|
618
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.2K+ 19.04% |
$223K - $230K
|
63.5K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.92K- 1.6% |
$86.1K - $88.8K
|
241K
$5.41M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
194K+ 779.74% |
$4.27M - $4.4M
|
219K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.73KNew |
$81.8K - $84.4K
|
3.73K
$83.7K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
19.3K+ 26.76% |
$423K - $436K
|
91.3K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273New |
$5.99K - $6.18K
|
273
$6.13K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-766- 4.37% |
$16.8K - $17.3K
|
16.7K
$376K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.75K- 6.14% |
$104K - $107K
|
72.6K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.25% |
$24K - $24.8K
|
88.7K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.31K- 7.52% |
$160K - $166K
|
89.9K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.94K+ 8.07% |
$152K - $157K
|
92.9K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
11.3KNew |
$249K - $257K
|
11.3K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-67- 0.69% |
$1.47K - $1.52K
|
9.6K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.4KNew |
$316K - $327K
|
14.4K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
21K+ 3.2% |
$461K - $476K
|
679K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.2K+ 5.32% |
$399K - $412K
|
360K
$8.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.8K- 48.76% |
$259K - $268K
|
12.4K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 2.97% |
$28.1K - $29K
|
41.8K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
72.4K+ 223.62% |
$1.59M - $1.64M
|
105K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.05K+ 24.3% |
$22.9K - $23.7K
|
5.35K
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
754K+ 16.77% |
$16.5M - $17.1M
|
5.25M
$118M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
79.9K+ 5.13% |
$1.75M - $1.81M
|
1.64M
$36.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.15K+ 5.07% |
$113K - $117K
|
107K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.44K+ 2.49% |
$119K - $123K
|
224K
$5.03M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
98.4K+ 16.5% |
$2.16M - $2.23M
|
695K
$15.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.66K- 0.94% |
$102K - $106K
|
490K
$11M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1K+ 56.56% |
$221K - $228K
|
27.8K
$625K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-664- 1.23% |
$14.6K - $15K
|
53.5K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
24.3K+ 28.16% |
$532K - $549K
|
110K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33.5K+ 3.18% |
$734K - $758K
|
1.09M
$24.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
127K+ 12.15% |
$2.79M - $2.88M
|
1.17M
$26.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.55K+ 1.97% |
$209K - $216K
|
494K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
48K+ 284.05% |
$1.05M - $1.09M
|
64.9K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.3K+ 3.26% |
$28.6K - $29.5K
|
41.3K
$926K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$13.3K - $13.7K
|
604
$13.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.17K+ 202.35% |
$113K - $117K
|
7.73K
$173K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
48.7K+ 20.62% |
$1.07M - $1.1M
|
285K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.03K+ 4.63% |
$132K - $136K
|
136K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.2K+ 9.6% |
$26.3K - $27.2K
|
13.7K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23.2K+ 2.04% |
$510K - $526K
|
1.16M
$26.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.2K+ 2.78% |
$1.12M - $1.16M
|
1.89M
$42.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
366+ 1.05% |
$8.03K - $8.29K
|
35.4K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.18K+ 6.41% |
$47.8K - $49.4K
|
36.2K
$812K
|