Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-338K- 34.03% |
$7.42M - $7.66M
|
656K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-337K- 85.77% |
$7.39M - $7.63M
|
55.9K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-208K- 81.41% |
$4.56M - $4.7M
|
47.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-108K- 6.79% |
$2.36M - $2.44M
|
1.48M
$33M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-100K- 40.78% |
$2.19M - $2.26M
|
145K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-99.6K- 11.93% |
$2.19M - $2.25M
|
735K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-99.5K- 87.83% |
$2.18M - $2.25M
|
13.8K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-98.8K- 81.54% |
$2.17M - $2.24M
|
22.4K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77.6KClosed |
$1.7M - $1.76M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.1K- 2.91% |
$1.43M - $1.47M
|
2.17M
$48.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-51.5K- 24.93% |
$1.13M - $1.17M
|
155K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-40.5K- 86.59% |
$889K - $917K
|
6.28K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-40.2K- 4.65% |
$882K - $910K
|
825K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.6K- 12.45% |
$716K - $739K
|
229K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-25K- 4.74% |
$549K - $566K
|
502K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-21K- 16.57% |
$462K - $476K
|
106K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-20.5K- 2.32% |
$450K - $465K
|
866K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 45.29% |
$425K - $438K
|
23.4K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.7K- 45.86% |
$366K - $378K
|
19.7K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.8K- 48.76% |
$259K - $268K
|
12.4K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.4K- 2.1% |
$251K - $259K
|
533K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10.9K- 18.24% |
$239K - $247K
|
48.8K
$1.09M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-10K- 3.86% |
$220K - $227K
|
249K
$5.56M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.1K- 4.47% |
$178K - $183K
|
173K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.31K- 7.52% |
$160K - $166K
|
89.9K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4.82K- 1.58% |
$106K - $109K
|
301K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.75K- 6.14% |
$104K - $107K
|
72.6K
$1.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.68K- 8.92% |
$103K - $106K
|
47.8K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.66K- 0.94% |
$102K - $106K
|
490K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.27K- 9.05% |
$93.6K - $96.6K
|
42.9K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.12K- 5.6% |
$90.3K - $93.2K
|
69.4K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.92K- 1.6% |
$86.1K - $88.8K
|
241K
$5.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.78K- 22.97% |
$82.8K - $85.5K
|
12.7K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.12K- 2.9% |
$68.4K - $70.6K
|
104K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.88K- 7.97% |
$41.3K - $42.6K
|
21.7K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 17.91% |
$36.4K - $37.6K
|
7.6K
$170K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.64K- 12.77% |
$36K - $37.1K
|
11.2K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 2.97% |
$28.1K - $29K
|
41.8K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$23.6K - $24.3K
|
12.3K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.06K- 8.95% |
$23.3K - $24K
|
10.8K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-766- 4.37% |
$16.8K - $17.3K
|
16.7K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-707- 0.68% |
$15.5K - $16K
|
103K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-664- 1.23% |
$14.6K - $15K
|
53.5K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-600- 2.48% |
$13.2K - $13.6K
|
23.6K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-439- 2.39% |
$9.63K - $9.94K
|
17.9K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-267- 0.22% |
$5.86K - $6.04K
|
123K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-252- 0.19% |
$5.53K - $5.71K
|
130K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-171- 1.0% |
$3.75K - $3.87K
|
17K
$378K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-130- 0.5% |
$2.85K - $2.94K
|
26.1K
$582K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.93% |
$2.19K - $2.26K
|
10.6K
$237K
|