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 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 1.4% |
$27.4K - $28.9K
|
89.6K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 0.14% |
$25.9K - $27.3K
|
864K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.15K+ 10.63% |
$25.3K - $26.7K
|
11.9K
$269K
|
|
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03K+ 41.6% |
$22.7K - $23.9K
|
3.5K
$78.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
962+ 6.94% |
$21.3K - $22.4K
|
14.8K
$334K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
704+ 4.4% |
$15.6K - $16.4K
|
16.7K
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
649+ 2.41% |
$14.4K - $15.1K
|
27.5K
$621K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
590+ 49.83% |
$13.1K - $13.8K
|
1.77K
$40K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
333+ 2.24% |
$7.37K - $7.76K
|
15.2K
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
280+ 1.26% |
$6.19K - $6.53K
|
22.5K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
256+ 1.84% |
$5.66K - $5.97K
|
14.2K
$320K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47+ 0.57% |
$1.04K - $1.1K
|
8.27K
$186K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
23+ 0.83% |
$509 - $536
|
2.79K
$62.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.2 - $46.6
|
4.95K
$112K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
569KNew |
$12.4M - $12.8M
|
569K
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.3KNew |
$1.19M - $1.22M
|
54.3K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.6K+ 26.58% |
$842K - $867K
|
184K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35KNew |
$764K - $787K
|
35K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.3K+ 25.23% |
$466K - $479K
|
106K
$2.39M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8KNew |
$432K - $445K
|
19.8K
$446K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.86K+ 25.18% |
$62.5K - $64.3K
|
14.2K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.85KNew |
$62.2K - $64.1K
|
2.85K
$64.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.3K+ 94.85% |
$50.2K - $51.7K
|
4.73K
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.6K+ 160000.0% |
$34.9K - $36K
|
1.6K
$36.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.26KNew |
$27.6K - $28.4K
|
1.26K
$28.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.15KNew |
$25K - $25.7K
|
1.15K
$25.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.09KNew |
$23.7K - $24.4K
|
1.09K
$24.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244New |
$5.33K - $5.49K
|
244
$5.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67New |
$1.46K - $1.51K
|
67
$1.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$393 - $405
|
18
$406
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
424KNew |
$9.44M - $9.71M
|
424K
$9.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
269K+ 87.99% |
$5.99M - $6.16M
|
575K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
158K+ 10.92% |
$3.53M - $3.63M
|
1.61M
$36.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
104K+ 20.22% |
$2.32M - $2.38M
|
618K
$13.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
93.7KNew |
$2.09M - $2.15M
|
93.7K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
32.3KNew |
$719K - $739K
|
32.3K
$728K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6KNew |
$704K - $724K
|
31.6K
$713K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.15K+ 9.55% |
$159K - $164K
|
82K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.52K+ 19.05% |
$78.5K - $80.7K
|
22K
$497K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.25K+ 28.84% |
$27.8K - $28.6K
|
5.57K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
550+ 19.64% |
$12.2K - $12.6K
|
3.35K
$75.5K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157New |
$3.5K - $3.6K
|
157
$3.54K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
13.1KNew |
$276K - $301K
|
13.1K
$296K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
12.9KNew |
$271K - $296K
|
12.9K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.7KNew |
$267K - $291K
|
12.7K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.04KNew |
$190K - $207K
|
9.04K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.99K+ 4.7% |
$41.8K - $45.6K
|
44.3K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
949+ 3.01% |
$19.9K - $21.8K
|
32.4K
$731K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
779New |
$16.4K - $17.9K
|
779
$17.6K
|
|