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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 0.47% |
$24.2K - $25K
|
237K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.25% |
$24K - $24.8K
|
88.7K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.05K+ 24.3% |
$22.9K - $23.7K
|
5.35K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
985+ 2.11% |
$21.6K - $22.3K
|
47.6K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
808+ 1.79% |
$17.7K - $18.3K
|
45.9K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$13.3K - $13.7K
|
604
$13.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
579+ 2.65% |
$12.7K - $13.1K
|
22.4K
$504K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
531+ 7.67% |
$11.7K - $12K
|
7.46K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
416+ 1.51% |
$9.13K - $9.42K
|
27.9K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
413+ 6.47% |
$9.06K - $9.35K
|
6.8K
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
366+ 1.05% |
$8.03K - $8.29K
|
35.4K
$794K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
359+ 3.14% |
$7.88K - $8.13K
|
11.8K
$265K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
281+ 1.15% |
$6.17K - $6.36K
|
24.8K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273New |
$5.99K - $6.18K
|
273
$6.13K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
250+ 2.13% |
$5.49K - $5.66K
|
12K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
237+ 0.99% |
$5.2K - $5.37K
|
24.2K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
144+ 0.68% |
$3.16K - $3.26K
|
21.4K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130+ 0.45% |
$2.85K - $2.94K
|
29.1K
$652K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
80New |
$1.76K - $1.81K
|
80
$1.8K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$99.3K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$99.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
75+ 0.45% |
$1.65K - $1.7K
|
16.7K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
22+ 0.78% |
$483 - $498
|
2.84K
$63.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
17+ 0.12% |
$373 - $385
|
14.1K
$316K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.0% |
$21.9 - $22.6
|
47.8K
$1.07M
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
672KNew |
$14.9M - $15.6M
|
672K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
421K+ 207.24% |
$9.32M - $9.75M
|
624K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.5KNew |
$2.16M - $2.26M
|
97.5K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24.6KNew |
$545K - $570K
|
24.6K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.3K+ 27.03% |
$516K - $540K
|
110K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.7KNew |
$436K - $457K
|
19.7K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.9K+ 2.95% |
$351K - $368K
|
554K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$255K - $267K
|
11.5K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.5K+ 33.77% |
$210K - $220K
|
37.6K
$845K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8.83K+ 97.36% |
$195K - $204K
|
17.9K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.98KNew |
$154K - $162K
|
6.98K
$157K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.81KNew |
$106K - $111K
|
4.81K
$108K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
$49.5K - $51.8K
|
2.24K
$50.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
450+ 104.65% |
$9.96K - $10.4K
|
880
$19.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
318New |
$7.04K - $7.37K
|
318
$7.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
291+ 12.64% |
$6.44K - $6.74K
|
2.59K
$58.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
250New |
$5.53K - $5.79K
|
250
$5.61K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
123New |
$2.72K - $2.85K
|
123
$2.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.3 - $46.3
|
4.95K
$111K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
967K+ 63.93% |
$21.4M - $22.5M
|
2.48M
$55.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
736KNew |
$16.3M - $17.1M
|
736K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
109KNew |
$2.42M - $2.54M
|
109K
$2.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37.8KNew |
$835K - $880K
|
37.8K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
30KNew |
$664K - $699K
|
30K
$674K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27.6K+ 4.54% |
$610K - $643K
|
635K
$14.3M
|
|