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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
40.8K+ 31.64% |
$895K - $921K
|
170K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 19.17% |
$822K - $846K
|
233K
$5.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
37K+ 3.18% |
$811K - $835K
|
1.2M
$27.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.7K+ 1.78% |
$739K - $761K
|
1.92M
$44M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
31.4KNew |
$688K - $708K
|
31.4K
$718K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.9KNew |
$677K - $696K
|
30.9K
$706K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
30.7KNew |
$672K - $692K
|
30.7K
$702K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.6K+ 22.51% |
$671K - $690K
|
167K
$3.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
29.8K+ 118.33% |
$654K - $673K
|
55.1K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.9K+ 2.95% |
$634K - $653K
|
1.01M
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.2K+ 57.91% |
$617K - $635K
|
76.8K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
27.1K+ 0.67% |
$593K - $611K
|
4.05M
$92.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.8KNew |
$587K - $604K
|
26.8K
$613K
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
26.4KNew |
$579K - $596K
|
26.4K
$605K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
25K+ 7.54% |
$549K - $565K
|
357K
$8.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
24.8K+ 3.4% |
$543K - $559K
|
754K
$17.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23.7K+ 37.29% |
$519K - $534K
|
87.2K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
23.4KNew |
$512K - $527K
|
23.4K
$535K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
22.8K+ 39.18% |
$500K - $514K
|
81K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.8K+ 29.78% |
$499K - $514K
|
99.3K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.5K+ 6.23% |
$492K - $507K
|
383K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
22.3K+ 3.42% |
$489K - $503K
|
674K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
21.2K+ 46.45% |
$464K - $478K
|
66.8K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.8K+ 55.2% |
$456K - $469K
|
58.4K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.8K+ 9.2% |
$455K - $468K
|
246K
$5.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$439K - $451K
|
20K
$458K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.4K+ 8.2% |
$426K - $439K
|
257K
$5.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 4.74% |
$422K - $434K
|
425K
$9.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
19K+ 24.6% |
$416K - $428K
|
96.1K
$2.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17.2K+ 16.76% |
$377K - $388K
|
120K
$2.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.8K+ 3.16% |
$369K - $380K
|
550K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.7K+ 49.51% |
$367K - $377K
|
50.5K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
16.2K+ 17.78% |
$356K - $366K
|
107K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16.1K+ 15.23% |
$354K - $364K
|
122K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
15.7KNew |
$344K - $354K
|
15.7K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
15.6K+ 3.77% |
$341K - $351K
|
429K
$9.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.4K+ 6.01% |
$338K - $347K
|
271K
$6.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
14.6K+ 7.15% |
$320K - $329K
|
219K
$5M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
13.6K+ 33.24% |
$299K - $308K
|
54.7K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
13.3K+ 3.73% |
$291K - $300K
|
370K
$8.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.7KNew |
$278K - $286K
|
12.7K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.6KNew |
$277K - $285K
|
12.6K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 3.21% |
$269K - $277K
|
395K
$9.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
11.4KNew |
$251K - $258K
|
11.4K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
11.4K+ 12.31% |
$251K - $258K
|
104K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4KNew |
$250K - $257K
|
11.4K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3KNew |
$247K - $255K
|
11.3K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 12.45% |
$247K - $255K
|
102K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.1K+ 29.57% |
$244K - $251K
|
48.8K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11.1K+ 6.98% |
$244K - $251K
|
170K
$3.9M
|