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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
149K+ 95.84% |
$3.26M - $3.37M
|
304K
$6.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.4K- 2.1% |
$251K - $259K
|
533K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.1K+ 19.27% |
$374K - $386K
|
106K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-252- 0.19% |
$5.53K - $5.71K
|
130K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-20.5K- 2.32% |
$450K - $465K
|
866K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130+ 0.45% |
$2.85K - $2.94K
|
29.1K
$652K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.2K+ 40.6% |
$354K - $366K
|
55.9K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.48K+ 7.01% |
$76.3K - $78.7K
|
53K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10.9K- 18.24% |
$239K - $247K
|
48.8K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8.16K+ 9.55% |
$179K - $185K
|
93.6K
$2.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
531+ 7.67% |
$11.7K - $12K
|
7.46K
$167K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.12K- 2.9% |
$68.4K - $70.6K
|
104K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.4K+ 31.22% |
$382K - $394K
|
73.2K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 4.79% |
$26.8K - $27.6K
|
26.7K
$600K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
17+ 0.12% |
$373 - $385
|
14.1K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.97KNew |
$197K - $203K
|
8.97K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$23.6K - $24.3K
|
12.3K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
13.9KNew |
$304K - $314K
|
13.9K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78K+ 25.24% |
$1.71M - $1.77M
|
387K
$8.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
58.2KNew |
$1.28M - $1.32M
|
58.2K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.6K+ 42.79% |
$278K - $286K
|
42.2K
$948K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.8K+ 13.32% |
$984K - $1.02M
|
382K
$8.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-72- 0.18% |
$1.58K - $1.63K
|
40.6K
$911K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.36KNew |
$205K - $212K
|
9.36K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
19K+ 5.64% |
$418K - $431K
|
357K
$8.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-130- 0.5% |
$2.85K - $2.94K
|
26.1K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.3K+ 49.88% |
$971K - $1M
|
133K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.74K+ 10241.18% |
$38.2K - $39.4K
|
1.76K
$39.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.95K+ 1.63% |
$42.8K - $44.1K
|
122K
$2.74M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-341K- 16.74% |
$7.54M - $7.89M
|
1.7M
$38.1M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.81KNew |
$106K - $111K
|
4.81K
$108K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-408- 1.39% |
$9.03K - $9.45K
|
28.8K
$648K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
123New |
$2.72K - $2.85K
|
123
$2.76K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
$49.5K - $51.8K
|
2.24K
$50.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400- 3.99% |
$8.85K - $9.27K
|
9.63K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.5KNew |
$2.16M - $2.26M
|
97.5K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
421K+ 207.24% |
$9.32M - $9.75M
|
624K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.7KNew |
$436K - $457K
|
19.7K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24.6KNew |
$545K - $570K
|
24.6K
$553K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
250New |
$5.53K - $5.79K
|
250
$5.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
672KNew |
$14.9M - $15.6M
|
672K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
450+ 104.65% |
$9.96K - $10.4K
|
880
$19.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.98KNew |
$154K - $162K
|
6.98K
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$255K - $267K
|
11.5K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.63K- 51.08% |
$147K - $154K
|
6.35K
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8.83K+ 97.36% |
$195K - $204K
|
17.9K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
291+ 12.64% |
$6.44K - $6.74K
|
2.59K
$58.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.9K+ 2.95% |
$351K - $368K
|
554K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.3K+ 27.03% |
$516K - $540K
|
110K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.35K- 99.56% |
$30K - $31.4K
|
6
$135
|
|