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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7K+ 7.57% |
$282K - $295K
|
181K
$4.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.7K+ 17.72% |
$281K - $295K
|
84.5K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.6K+ 105.28% |
$278K - $291K
|
24.5K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.5KNew |
$277K - $290K
|
12.5K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 13.41% |
$266K - $278K
|
102K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8K+ 3.58% |
$262K - $274K
|
342K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.7KNew |
$259K - $272K
|
11.7K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$255K - $267K
|
11.5K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.4K+ 9.53% |
$252K - $264K
|
131K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.2K+ 4.34% |
$226K - $236K
|
245K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.1KNew |
$224K - $234K
|
10.1K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.89K+ 8.44% |
$219K - $229K
|
127K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.67KNew |
$214K - $224K
|
9.67K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.5K+ 33.77% |
$210K - $220K
|
37.6K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.22K+ 16.72% |
$204K - $214K
|
64.4K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.13K+ 13.37% |
$202K - $211K
|
77.4K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.09K+ 20.55% |
$201K - $211K
|
53.3K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8.83K+ 97.36% |
$195K - $204K
|
17.9K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.78K+ 30.24% |
$194K - $204K
|
37.8K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.7K+ 23.99% |
$170K - $178K
|
39.8K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.61K+ 28.29% |
$168K - $176K
|
34.5K
$774K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.6K+ 9.49% |
$168K - $176K
|
87.6K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.5K+ 11.35% |
$166K - $174K
|
73.5K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
7.28K+ 5.87% |
$161K - $169K
|
131K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
7.01K+ 10.78% |
$155K - $162K
|
72K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.98KNew |
$154K - $162K
|
6.98K
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.48K+ 22.7% |
$143K - $150K
|
35K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.28K+ 15.37% |
$139K - $145K
|
47.1K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.44K+ 9.33% |
$120K - $126K
|
63.7K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.09K+ 2.38% |
$113K - $118K
|
218K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 5.84% |
$108K - $113K
|
88.6K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.58K+ 3.24% |
$101K - $106K
|
146K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.47K+ 15.32% |
$99K - $104K
|
33.7K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.91K+ 28.02% |
$86.5K - $90.5K
|
17.9K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.89K+ 5.28% |
$86.1K - $90.2K
|
77.6K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
3.67K+ 0.43% |
$81.2K - $85K
|
865K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.47K+ 25.84% |
$76.7K - $80.4K
|
16.9K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.45K+ 4.18% |
$76.4K - $80K
|
85.9K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3K+ 7.96% |
$66.3K - $69.5K
|
40.7K
$913K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.95K+ 19.91% |
$65.3K - $68.4K
|
17.8K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.89K+ 82.55% |
$63.9K - $66.9K
|
6.38K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.59K+ 4.86% |
$57.2K - $59.9K
|
55.8K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.45KNew |
$54.2K - $56.8K
|
2.45K
$55K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.44K+ 4.66% |
$54K - $56.5K
|
54.8K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
$49.5K - $51.8K
|
2.24K
$50.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.04K+ 7.4% |
$45.1K - $47.2K
|
29.6K
$663K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7K+ 8.43% |
$37.6K - $39.4K
|
21.9K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 3.8% |
$34.6K - $36.2K
|
42.7K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.35K+ 24.3% |
$30K - $31.4K
|
6.93K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 22.07% |
$28.3K - $29.7K
|
7.08K
$159K
|