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 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10K- 11.69% |
$222K - $234K
|
75.8K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66KNew |
$1.46M - $1.54M
|
66K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.27K+ 3.48% |
$28K - $29.6K
|
37.7K
$834K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.6K+ 12.36% |
$344K - $363K
|
141K
$3.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.54K+ 16.73% |
$100K - $106K
|
31.7K
$701K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.33K- 1.22% |
$29.4K - $31K
|
108K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70.9K+ 460.93% |
$1.57M - $1.65M
|
86.3K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
30.5K+ 173.92% |
$676K - $712K
|
48.1K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
10.9K+ 11.94% |
$242K - $255K
|
102K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10KNew |
$222K - $234K
|
10K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.47K- 16.19% |
$76.7K - $80.9K
|
18K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.12K+ 2.3% |
$24.8K - $26.1K
|
49.7K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18K+ 43.46% |
$398K - $420K
|
59.4K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
98.2K+ 44.5% |
$2.17M - $2.29M
|
319K
$7.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
70.1K+ 15.75% |
$1.55M - $1.63M
|
516K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
12.1K+ 82.41% |
$269K - $283K
|
26.9K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58.3KNew |
$1.29M - $1.36M
|
58.3K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
72.8K+ 7.29% |
$1.61M - $1.7M
|
1.07M
$23.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27.6K+ 4.54% |
$610K - $643K
|
635K
$14.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
14.5K+ 13.23% |
$320K - $337K
|
124K
$2.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32K+ 88.3% |
$708K - $746K
|
68.2K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-187K- 17.92% |
$4.14M - $4.36M
|
858K
$19M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
962+ 6.94% |
$21.3K - $22.4K
|
14.8K
$328K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.5K+ 16.62% |
$232K - $245K
|
73.7K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37.8KNew |
$835K - $880K
|
37.8K
$836K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
389K+ 10.57% |
$8.6M - $9.06M
|
4.07M
$90M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.2K+ 18.41% |
$247K - $260K
|
71.7K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
280+ 1.26% |
$6.19K - $6.53K
|
22.5K
$498K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
704+ 4.4% |
$15.6K - $16.4K
|
16.7K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.58KNew |
$190K - $200K
|
8.58K
$190K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.61K+ 135.01% |
$57.7K - $60.8K
|
4.54K
$100K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.2K- 4.77% |
$26.6K - $28.1K
|
24K
$532K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.34K+ 12.69% |
$207K - $218K
|
83K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
33.7K+ 3.17% |
$746K - $786K
|
1.1M
$24.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.93K+ 13.69% |
$42.7K - $45K
|
16K
$355K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30.9K+ 127.89% |
$685K - $721K
|
55.1K
$1.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47+ 0.57% |
$1.04K - $1.1K
|
8.27K
$183K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.45K+ 74.0% |
$165K - $174K
|
17.5K
$388K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8KNew |
$432K - $445K
|
19.8K
$438K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.86K+ 25.18% |
$62.5K - $64.3K
|
14.2K
$315K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.85KNew |
$62.2K - $64.1K
|
2.85K
$63.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.54K- 60.45% |
$165K - $170K
|
4.94K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35KNew |
$764K - $787K
|
35K
$775K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.41K- 2.46% |
$118K - $122K
|
215K
$4.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.3K+ 25.23% |
$466K - $479K
|
106K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.3K+ 94.85% |
$50.2K - $51.7K
|
4.73K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.6K+ 26.58% |
$842K - $867K
|
184K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.29K- 9.94% |
$71.8K - $74K
|
29.8K
$660K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244New |
$5.33K - $5.49K
|
244
$5.4K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-225- 2.07% |
$4.91K - $5.06K
|
10.6K
$235K
|
|