Latest Institutional Purchases of Capital Group Core Plus Income (CGCP)
This list provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGCP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
967K+ 63.93% |
$21.4M - $22.5M
|
2.48M
$56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
731K+ 38.7% |
$16.2M - $17M
|
2.62M
$59.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
476K+ 46.75% |
$10.5M - $11.1M
|
1.49M
$33.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
437KNew |
$9.68M - $10.2M
|
437K
$9.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
434KNew |
$9.61M - $10.1M
|
434K
$9.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
403K+ 25.72% |
$8.92M - $9.4M
|
1.97M
$44.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
389K+ 10.57% |
$8.6M - $9.06M
|
4.07M
$91.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
196K+ 28.64% |
$4.34M - $4.58M
|
882K
$19.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
132K+ 72.71% |
$2.92M - $3.08M
|
314K
$7.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
124K+ 28.03% |
$2.73M - $2.88M
|
564K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
98.2K+ 44.5% |
$2.17M - $2.29M
|
319K
$7.2M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
97.6K+ 12.69% |
$2.16M - $2.28M
|
867K
$19.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
95.3K+ 9.97% |
$2.11M - $2.22M
|
1.05M
$23.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
94.7K+ 94.64% |
$2.1M - $2.21M
|
195K
$4.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
72.8K+ 7.29% |
$1.61M - $1.7M
|
1.07M
$24.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70.9K+ 460.93% |
$1.57M - $1.65M
|
86.3K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
70.1K+ 15.75% |
$1.55M - $1.63M
|
516K
$11.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66KNew |
$1.46M - $1.54M
|
66K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
63.8K+ 42.64% |
$1.41M - $1.49M
|
213K
$4.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58.3KNew |
$1.29M - $1.36M
|
58.3K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
53.6K+ 12.07% |
$1.18M - $1.25M
|
498K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
53.2KNew |
$1.18M - $1.24M
|
53.2K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
42.7K+ 9.76% |
$945K - $995K
|
480K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37.8KNew |
$835K - $880K
|
37.8K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
34.4K+ 4.81% |
$762K - $803K
|
751K
$17M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
33.7K+ 3.17% |
$746K - $786K
|
1.1M
$24.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32K+ 88.3% |
$708K - $746K
|
68.2K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
31.4K+ 61.46% |
$695K - $732K
|
82.5K
$1.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30.9K+ 127.89% |
$685K - $721K
|
55.1K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
30.5K+ 173.92% |
$676K - $712K
|
48.1K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
29.5K+ 91.77% |
$653K - $688K
|
61.7K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27.6K+ 4.54% |
$610K - $643K
|
635K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21.1K+ 75.75% |
$466K - $491K
|
48.8K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 26.13% |
$407K - $429K
|
88.8K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18K+ 43.46% |
$398K - $420K
|
59.4K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.6K+ 12.36% |
$344K - $363K
|
141K
$3.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
14.5K+ 13.23% |
$320K - $337K
|
124K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$309K - $325K
|
13.9K
$315K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.9KNew |
$285K - $300K
|
12.9K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
12.8KNew |
$284K - $299K
|
12.8K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
12.6K+ 31.61% |
$278K - $293K
|
52.4K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
12.1K+ 82.41% |
$269K - $283K
|
26.9K
$607K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.2K+ 18.41% |
$247K - $260K
|
71.7K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
10.9K+ 11.94% |
$242K - $255K
|
102K
$2.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.5K+ 16.62% |
$232K - $245K
|
73.7K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10KNew |
$222K - $234K
|
10K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.34K+ 12.69% |
$207K - $218K
|
83K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.58KNew |
$190K - $200K
|
8.58K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.4K+ 42.6% |
$186K - $196K
|
28.1K
$635K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.16K+ 67.97% |
$180K - $190K
|
20.2K
$455K
|