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 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.3KNew |
$1.19M - $1.22M
|
54.3K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.6K+ 160000.0% |
$34.9K - $36K
|
1.6K
$35.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.15KNew |
$25K - $25.7K
|
1.15K
$25.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67New |
$1.46K - $1.51K
|
67
$1.48K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42.2K- 35.53% |
$920K - $948K
|
76.5K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-219K- 98.49% |
$4.77M - $4.91M
|
3.35K
$74.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$393 - $405
|
18
$399
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.26KNew |
$27.6K - $28.4K
|
1.26K
$28K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-677- 19.79% |
$14.8K - $15.2K
|
2.74K
$60.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.09KNew |
$23.7K - $24.4K
|
1.09K
$24K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
569KNew |
$12.4M - $12.8M
|
569K
$12.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.29K- 9.94% |
$71.8K - $74K
|
29.8K
$660K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.5K - $3.6K
|
157
$3.48K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
550+ 19.64% |
$12.2K - $12.6K
|
3.35K
$74.2K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.52K+ 19.05% |
$78.5K - $80.7K
|
22K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
158K+ 10.92% |
$3.53M - $3.63M
|
1.61M
$35.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
269K+ 87.99% |
$5.99M - $6.16M
|
575K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.15K+ 9.55% |
$159K - $164K
|
82K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6KNew |
$704K - $724K
|
31.6K
$700K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
104K+ 20.22% |
$2.32M - $2.38M
|
618K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
32.3KNew |
$719K - $739K
|
32.3K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
424KNew |
$9.44M - $9.71M
|
424K
$9.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
93.7KNew |
$2.09M - $2.15M
|
93.7K
$2.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.25K+ 28.84% |
$27.8K - $28.6K
|
5.57K
$123K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
779New |
$16.4K - $17.9K
|
779
$17.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.99K+ 4.7% |
$41.8K - $45.6K
|
44.3K
$982K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.7KNew |
$267K - $291K
|
12.7K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
13.1KNew |
$276K - $301K
|
13.1K
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.04KNew |
$190K - $207K
|
9.04K
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
949+ 3.01% |
$19.9K - $21.8K
|
32.4K
$718K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-215K- 95.59% |
$4.51M - $4.92M
|
9.9K
$219K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
12.9KNew |
$271K - $296K
|
12.9K
$286K
|
|
| Q2 2023 | |||||||
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5K+ 15.51% |
$233K - $241K
|
78.1K
$1.73M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62.3KNew |
$1.37M - $1.44M
|
62.3K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
430New |
$9.47K - $9.93K
|
430
$9.52K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.56K- 59.81% |
$34.4K - $36K
|
1.05K
$23.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
23.8KNew |
$524K - $550K
|
23.8K
$527K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
147KNew |
$3.17M - $3.37M
|
147K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.34K+ 100.0% |
$50.3K - $53.4K
|
4.68K
$104K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.65KNew |
$79.7K - $87.5K
|
3.65K
$80.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
26.4KNew |
$577K - $634K
|
26.4K
$585K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11.2K- 86.41% |
$258K - $283K
|
1.76K
$39K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.22K- 7.76% |
$166K - $182K
|
85.8K
$1.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.01KNew |
$23.2K - $25.4K
|
1.01K
$22.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.06KNew |
$24.3K - $26.7K
|
1.06K
$23.4K
|
|