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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-696K- 18.81% |
$15.5M - $16M
|
3.01M
$68.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-613K- 72.88% |
$13.7M - $14.1M
|
228K
$5.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-193K- 12.4% |
$4.3M - $4.43M
|
1.36M
$31M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-92K- 24.06% |
$2.05M - $2.11M
|
291K
$6.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.8K- 19.22% |
$418K - $431K
|
79K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-18.2K- 7.0% |
$405K - $418K
|
242K
$5.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 37.04% |
$367K - $378K
|
28K
$636K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-12.8K- 3.17% |
$285K - $294K
|
392K
$8.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 79.31% |
$261K - $269K
|
3.06K
$69.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.2K- 3.19% |
$183K - $188K
|
248K
$5.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.05K- 19.51% |
$90.1K - $92.9K
|
16.7K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.95K- 5.4% |
$88.1K - $90.7K
|
69.3K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.05K- 4.18% |
$67.9K - $70K
|
70K
$1.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.64K- 15.4% |
$36.5K - $37.6K
|
9K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.61K- 7.93% |
$35.9K - $37K
|
18.7K
$426K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.19K- 5.0% |
$26.4K - $27.2K
|
22.5K
$512K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 2.94% |
$25.1K - $25.9K
|
37.2K
$845K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-783- 3.72% |
$17.4K - $18K
|
20.2K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-284- 2.64% |
$6.32K - $6.52K
|
10.5K
$238K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.16% |
$690 - $711
|
18.8K
$427K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-365K- 3.04% |
$7.99M - $8.22M
|
11.6M
$264M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-355K- 8.26% |
$7.77M - $8M
|
3.94M
$89.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-167K- 7.81% |
$3.65M - $3.76M
|
1.97M
$44.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 78.06% |
$2.69M - $2.77M
|
34.6K
$785K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-76.6K- 73.05% |
$1.68M - $1.73M
|
28.3K
$642K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74.2K- 47.87% |
$1.63M - $1.67M
|
80.8K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-70.8K- 4.32% |
$1.55M - $1.6M
|
1.57M
$35.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.5K- 17.84% |
$1.39M - $1.43M
|
292K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-49.8K- 6.04% |
$1.09M - $1.12M
|
775K
$17.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-19.9K- 22.1% |
$436K - $448K
|
70K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.8K- 33.24% |
$389K - $401K
|
35.7K
$811K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.9K- 55.94% |
$327K - $337K
|
11.8K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.9K- 10.2% |
$304K - $313K
|
122K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-11.8K- 19.77% |
$259K - $266K
|
47.9K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.1K- 2.04% |
$221K - $228K
|
484K
$11M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.76K- 20.42% |
$214K - $220K
|
38K
$864K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.65K- 9.25% |
$212K - $218K
|
94.8K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.12K- 11.32% |
$178K - $183K
|
63.6K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.69K- 1.57% |
$169K - $174K
|
483K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.58K- 8.54% |
$166K - $171K
|
81.2K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.1K- 25.85% |
$134K - $138K
|
17.5K
$397K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.24K- 22.43% |
$115K - $118K
|
18.1K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.99K- 2.45% |
$109K - $113K
|
199K
$4.51M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.23K- 18.91% |
$92.7K - $95.5K
|
18.1K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.61K- 18.3% |
$79.1K - $81.4K
|
16.1K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.27K- 3.21% |
$49.8K - $51.2K
|
68.4K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.03K- 9.11% |
$44.4K - $45.7K
|
20.2K
$459K
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2K- 1.64% |
$43.9K - $45.2K
|
121K
$2.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.12K- 0.37% |
$24.6K - $25.3K
|
299K
$6.8M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-888- 8.35% |
$19.5K - $20K
|
9.74K
$221K
|
|