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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 9.22% |
$41.3K - $42.5K
|
22.3K
$510K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.27K+ 5.67% |
$27.9K - $28.7K
|
23.7K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.22K+ 4.91% |
$26.7K - $27.4K
|
26K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.2K+ 0.98% |
$26.3K - $27.1K
|
123K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 20.46% |
$24K - $24.7K
|
6.44K
$147K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 0.97% |
$22.8K - $23.4K
|
108K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
975+ 22.03% |
$21.4K - $22K
|
5.4K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
900+ 102.27% |
$19.7K - $20.3K
|
1.78K
$40.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
868+ 0.4% |
$19K - $19.6K
|
220K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
799+ 10.72% |
$17.5K - $18K
|
8.26K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
748+ 11.01% |
$16.4K - $16.9K
|
7.54K
$173K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
723+ 9.36% |
$15.8K - $16.3K
|
8.45K
$193K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
638+ 5.04% |
$14K - $14.4K
|
13.3K
$304K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
602+ 0.83% |
$13.2K - $13.6K
|
73.2K
$1.68M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
540+ 1.14% |
$11.8K - $12.2K
|
48.1K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
372+ 4.89% |
$8.15K - $8.39K
|
7.97K
$182K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
343+ 17.76% |
$7.52K - $7.74K
|
2.27K
$52K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
219+ 0.62% |
$4.8K - $4.94K
|
35.6K
$815K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
200+ 2.08% |
$4.38K - $4.51K
|
9.83K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
141+ 0.22% |
$3.09K - $3.18K
|
65K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
129New |
$2.83K - $2.91K
|
129
$2.95K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
111+ 1.24% |
$2.43K - $2.5K
|
9.08K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
108+ 4.57% |
$2.37K - $2.44K
|
2.47K
$56.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
64+ 0.38% |
$1.4K - $1.44K
|
16.7K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
38+ 0.09% |
$833 - $857
|
42.3K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
31+ 0.22% |
$680 - $699
|
14.1K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24+ 0.85% |
$526 - $541
|
2.86K
$65.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
20+ 0.04% |
$438 - $451
|
53.1K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.13% |
$241 - $248
|
8.28K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28.8KNew |
$633K - $653K
|
28.8K
$660K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
24.3K+ 28.16% |
$532K - $549K
|
110K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9K+ 100.27% |
$371K - $383K
|
33.8K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3KNew |
$226K - $234K
|
10.3K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.44K+ 2.49% |
$119K - $123K
|
224K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.04K+ 4.55% |
$88.5K - $91.4K
|
92.8K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.74K+ 10241.18% |
$38.2K - $39.4K
|
1.76K
$40.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.2K+ 9.6% |
$26.3K - $27.2K
|
13.7K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
808+ 1.79% |
$17.7K - $18.3K
|
45.9K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$13.3K - $13.7K
|
604
$13.8K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
359+ 3.14% |
$7.88K - $8.13K
|
11.8K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273New |
$5.99K - $6.18K
|
273
$6.25K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
80New |
$1.76K - $1.81K
|
80
$1.83K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$101K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
672KNew |
$14.9M - $15.6M
|
672K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.5KNew |
$2.16M - $2.26M
|
97.5K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24.6KNew |
$545K - $570K
|
24.6K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.7KNew |
$436K - $457K
|
19.7K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.9K+ 2.95% |
$351K - $368K
|
554K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.98KNew |
$154K - $162K
|
6.98K
$160K
|
|