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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.5K+ 10.84% |
$296K - $305K
|
138K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
13KNew |
$285K - $294K
|
13K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.6K+ 42.79% |
$278K - $286K
|
42.2K
$948K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$250K - $258K
|
11.4K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
11.3KNew |
$249K - $257K
|
11.3K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11.1K+ 6.23% |
$244K - $252K
|
190K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11KNew |
$242K - $249K
|
11K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3KNew |
$226K - $234K
|
10.3K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.2K+ 19.04% |
$223K - $230K
|
63.5K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1K+ 56.56% |
$221K - $228K
|
27.8K
$625K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.55K+ 1.97% |
$209K - $216K
|
494K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.37KNew |
$206K - $212K
|
9.37K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.36KNew |
$205K - $212K
|
9.36K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
8.97KNew |
$197K - $203K
|
8.97K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
8.96KNew |
$197K - $203K
|
8.96K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
8.89K+ 4.55% |
$195K - $201K
|
204K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.88K+ 4.01% |
$195K - $201K
|
230K
$5.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8.16K+ 9.55% |
$179K - $185K
|
93.6K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.91K+ 22.94% |
$174K - $179K
|
42.4K
$952K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.87K+ 23.35% |
$173K - $178K
|
41.6K
$933K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.78K+ 20.57% |
$171K - $176K
|
45.6K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.36K+ 41.23% |
$162K - $167K
|
25.2K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.94K+ 8.07% |
$152K - $157K
|
92.9K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.32K+ 9.83% |
$139K - $143K
|
70.7K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.03K+ 4.63% |
$132K - $136K
|
136K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.9K+ 4.54% |
$129K - $134K
|
136K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.79K+ 63.42% |
$127K - $131K
|
14.9K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.78K+ 39.11% |
$127K - $131K
|
20.6K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.44K+ 2.49% |
$119K - $123K
|
224K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.17K+ 202.35% |
$113K - $117K
|
7.73K
$173K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.15K+ 5.07% |
$113K - $117K
|
107K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.67K+ 0.72% |
$103K - $106K
|
652K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.55K+ 12.48% |
$99.8K - $103K
|
41K
$921K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.3K+ 3.36% |
$94.3K - $97.4K
|
132K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.04K+ 4.55% |
$88.5K - $91.4K
|
92.8K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.73KNew |
$81.8K - $84.4K
|
3.73K
$83.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.7K+ 5.81% |
$81.2K - $83.8K
|
67.4K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.48K+ 7.01% |
$76.3K - $78.7K
|
53K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.69K+ 4.72% |
$59K - $60.9K
|
59.7K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.66KNew |
$58.3K - $60.2K
|
2.66K
$59.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.55K+ 3.02% |
$56K - $57.8K
|
87K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.36KNew |
$51.8K - $53.5K
|
2.36K
$53K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.18K+ 6.41% |
$47.8K - $49.4K
|
36.2K
$812K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.95K+ 1.63% |
$42.8K - $44.1K
|
122K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.93KNew |
$42.4K - $43.7K
|
1.93K
$43.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.74K+ 10241.18% |
$38.2K - $39.4K
|
1.76K
$39.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.43K+ 182.42% |
$31.4K - $32.4K
|
2.22K
$49.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.3K+ 3.26% |
$28.6K - $29.5K
|
41.3K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 4.79% |
$26.8K - $27.6K
|
26.7K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.2K+ 9.6% |
$26.3K - $27.2K
|
13.7K
$308K
|