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 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.09K+ 9.25% |
$113K - $117K
|
60.2K
$1.36M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.6K+ 4.03% |
$971K - $1M
|
1.13M
$25.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.07K+ 64.02% |
$135K - $139K
|
15.6K
$352K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
227K+ 8.4% |
$4.98M - $5.12M
|
2.93M
$66.3M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-888- 8.35% |
$19.5K - $20K
|
9.74K
$221K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
540+ 1.14% |
$11.8K - $12.2K
|
48.1K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
292K+ 225.83% |
$6.4M - $6.59M
|
421K
$9.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 30.36% |
$238K - $245K
|
46.7K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
10.6KNew |
$233K - $240K
|
10.6K
$241K
|
|
|
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
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.9K- 55.94% |
$327K - $337K
|
11.8K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.8KNew |
$587K - $604K
|
26.8K
$607K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.4K+ 6.01% |
$338K - $347K
|
271K
$6.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.24K- 22.43% |
$115K - $118K
|
18.1K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
13.6K+ 33.24% |
$299K - $308K
|
54.7K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
26.4KNew |
$579K - $596K
|
26.4K
$599K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.7KNew |
$278K - $286K
|
12.7K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
22.8K+ 39.18% |
$500K - $514K
|
81K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.5K- 17.84% |
$1.39M - $1.43M
|
292K
$6.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 20.46% |
$24K - $24.7K
|
6.44K
$146K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-76.6K- 73.05% |
$1.68M - $1.73M
|
28.3K
$640K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.94K+ 190.24% |
$64.5K - $66.4K
|
4.49K
$102K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28.8KNew |
$633K - $653K
|
28.8K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9K+ 100.27% |
$371K - $383K
|
33.8K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3KNew |
$226K - $234K
|
10.3K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.04K+ 4.55% |
$88.5K - $91.4K
|
92.8K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-439- 2.39% |
$9.63K - $9.94K
|
17.9K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-40.5K- 86.59% |
$889K - $917K
|
6.28K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
80New |
$1.76K - $1.81K
|
80
$1.81K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-46- 6.93% |
$1.01K - $1.04K
|
618
$14K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273New |
$5.99K - $6.18K
|
273
$6.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-67- 0.69% |
$1.47K - $1.52K
|
9.6K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$13.3K - $13.7K
|
604
$13.7K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.81KNew |
$106K - $111K
|
4.81K
$109K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
123New |
$2.72K - $2.85K
|
123
$2.79K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
$49.5K - $51.8K
|
2.24K
$50.6K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.7KNew |
$436K - $457K
|
19.7K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24.6KNew |
$545K - $570K
|
24.6K
$558K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
250New |
$5.53K - $5.79K
|
250
$5.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
672KNew |
$14.9M - $15.6M
|
672K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.98KNew |
$154K - $162K
|
6.98K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.63K- 51.08% |
$147K - $154K
|
6.35K
$144K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
291+ 12.64% |
$6.44K - $6.74K
|
2.59K
$58.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.9K+ 2.95% |
$351K - $368K
|
554K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.35K- 99.56% |
$30K - $31.4K
|
6
$136
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.3 - $46.3
|
4.95K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$7.04K - $7.37K
|
318
$7.2K
|
|