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 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.1K+ 58.93% |
$179K - $189K
|
21.9K
$493K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.45K+ 74.0% |
$165K - $174K
|
17.5K
$396K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.62K+ 19.33% |
$146K - $154K
|
40.9K
$923K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.35K+ 27.75% |
$140K - $148K
|
29.2K
$660K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.54K+ 16.73% |
$100K - $106K
|
31.7K
$715K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.61K+ 135.01% |
$57.7K - $60.8K
|
4.54K
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.25K+ 0.18% |
$49.8K - $52.5K
|
1.27M
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.23K+ 9.23% |
$49.3K - $52K
|
26.4K
$596K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.95K+ 1.4% |
$43.2K - $45.5K
|
141K
$3.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.93K+ 13.69% |
$42.7K - $45K
|
16K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.27K+ 3.48% |
$28K - $29.6K
|
37.7K
$851K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 1.4% |
$27.4K - $28.9K
|
89.6K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.12K+ 2.3% |
$24.8K - $26.1K
|
49.7K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
962+ 6.94% |
$21.3K - $22.4K
|
14.8K
$335K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
704+ 4.4% |
$15.6K - $16.4K
|
16.7K
$377K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
590+ 49.83% |
$13.1K - $13.8K
|
1.77K
$40.1K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
333+ 2.24% |
$7.37K - $7.76K
|
15.2K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
280+ 1.26% |
$6.19K - $6.53K
|
22.5K
$508K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47+ 0.57% |
$1.04K - $1.1K
|
8.27K
$187K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
23+ 0.83% |
$509 - $536
|
2.79K
$63K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.2 - $46.6
|
4.95K
$112K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.94M+ 90.16% |
$85.9M - $88.5M
|
8.3M
$187M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.72M+ 3772.48% |
$81.3M - $83.7M
|
3.82M
$86.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43M+ 32.66% |
$31.3M - $32.2M
|
5.82M
$131M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
982K+ 44.04% |
$21.4M - $22.1M
|
3.21M
$72.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
734K+ 28.75% |
$16M - $16.5M
|
3.29M
$74.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
650K+ 93.13% |
$14.2M - $14.6M
|
1.35M
$30.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
591K+ 22.3% |
$12.9M - $13.3M
|
3.24M
$73.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
586K+ 51.18% |
$12.8M - $13.2M
|
1.73M
$39.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
584K+ 208.8% |
$12.7M - $13.1M
|
863K
$19.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
569KNew |
$12.4M - $12.8M
|
569K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
468K+ 16.33% |
$10.2M - $10.5M
|
3.33M
$75.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
327KNew |
$7.15M - $7.36M
|
327K
$7.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
243K+ 14.5% |
$5.31M - $5.47M
|
1.92M
$43.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
242K+ 9.72% |
$5.28M - $5.44M
|
2.73M
$61.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
230K+ 14.34% |
$5.03M - $5.17M
|
1.84M
$41.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
219K+ 1037.52% |
$4.78M - $4.92M
|
240K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
203K+ 14.16% |
$4.44M - $4.57M
|
1.64M
$37M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
176K+ 17.55% |
$3.84M - $3.96M
|
1.18M
$26.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
144K+ 21.55% |
$3.15M - $3.25M
|
814K
$18.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
113K+ 58.26% |
$2.47M - $2.55M
|
308K
$6.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
94K+ 654.51% |
$2.05M - $2.11M
|
108K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
91.9K+ 55.56% |
$2.01M - $2.07M
|
257K
$5.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
79.9K+ 56.98% |
$1.74M - $1.8M
|
220K
$4.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
58.8K+ 90.15% |
$1.28M - $1.32M
|
124K
$2.8M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
55.5K+ 2.64% |
$1.21M - $1.25M
|
2.15M
$48.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.3KNew |
$1.19M - $1.22M
|
54.3K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52.7K+ 78.28% |
$1.15M - $1.18M
|
120K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52.3K+ 3.79% |
$1.14M - $1.18M
|
1.43M
$32.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50.1K+ 8.48% |
$1.09M - $1.13M
|
641K
$14.5M
|
|