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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4KNew |
$250K - $257K
|
11.4K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.67KNew |
$212K - $218K
|
9.67K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.73K+ 102.86% |
$59.9K - $61.7K
|
5.39K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.37K+ 25.3% |
$52K - $53.5K
|
11.7K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-529- 0.7% |
$11.6K - $11.9K
|
74.8K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.34M+ 18.83% |
$51.2M - $52.7M
|
14.7M
$335M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
77.2K+ 10.56% |
$1.69M - $1.74M
|
808K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
14.6K+ 7.15% |
$320K - $329K
|
219K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
40.8K+ 31.64% |
$895K - $921K
|
170K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
343+ 17.76% |
$7.52K - $7.74K
|
2.27K
$51.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
23.4KNew |
$512K - $527K
|
23.4K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-70.8K- 4.32% |
$1.55M - $1.6M
|
1.57M
$35.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
10.6KNew |
$233K - $240K
|
10.6K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
108+ 4.57% |
$2.37K - $2.44K
|
2.47K
$56.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.22K+ 4.91% |
$26.7K - $27.4K
|
26K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
372+ 4.89% |
$8.15K - $8.39K
|
7.97K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.65K- 9.25% |
$212K - $218K
|
94.8K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.1K- 25.85% |
$134K - $138K
|
17.5K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.24K+ 29.43% |
$71K - $73.1K
|
14.3K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
48.2KNew |
$1.06M - $1.09M
|
48.2K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.2K+ 0.98% |
$26.3K - $27.1K
|
123K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
975+ 22.03% |
$21.4K - $22K
|
5.4K
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 3.21% |
$269K - $277K
|
395K
$8.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
84.8K+ 58.42% |
$1.86M - $1.91M
|
230K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.1K+ 29.57% |
$244K - $251K
|
48.8K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2K- 1.64% |
$43.9K - $45.2K
|
121K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
31.4KNew |
$688K - $708K
|
31.4K
$713K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.2K+ 57.91% |
$617K - $635K
|
76.8K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.12K- 11.32% |
$178K - $183K
|
63.6K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.8KNew |
$587K - $604K
|
26.8K
$608K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.9K- 55.94% |
$327K - $337K
|
11.8K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
900+ 102.27% |
$19.7K - $20.3K
|
1.78K
$40.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.6K+ 193.68% |
$57.1K - $58.7K
|
3.95K
$89.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
24.8K+ 3.4% |
$543K - $559K
|
754K
$17.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.4K+ 6.01% |
$338K - $347K
|
271K
$6.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.21K+ 25.61% |
$136K - $140K
|
30.4K
$691K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
452K+ 9.31% |
$9.92M - $10.2M
|
5.31M
$121M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.84K+ 27.34% |
$128K - $132K
|
27.2K
$618K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.23K+ 4.18% |
$158K - $163K
|
180K
$4.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.9K- 10.2% |
$304K - $313K
|
122K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
141+ 0.22% |
$3.09K - $3.18K
|
65K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74.2K- 47.87% |
$1.63M - $1.67M
|
80.8K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.12K- 0.37% |
$24.6K - $25.3K
|
299K
$6.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24+ 0.85% |
$526 - $541
|
2.86K
$65K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.78K+ 6.73% |
$60.9K - $62.7K
|
44K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.47K+ 10.55% |
$98K - $101K
|
46.9K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-19.9K- 22.1% |
$436K - $448K
|
70K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.23K+ 5.25% |
$159K - $163K
|
145K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
134K+ 4.99% |
$2.93M - $3.02M
|
2.81M
$63.9M
|