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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-225K- 46.88% |
$4.98M - $5.22M
|
255K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-70.1K- 68.39% |
$1.55M - $1.62M
|
32.4K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-66.3K- 7.69% |
$1.47M - $1.54M
|
796K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-36.2K- 23.8% |
$802K - $839K
|
116K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.9K- 99.91% |
$397K - $416K
|
17
$378
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.5K- 21.61% |
$320K - $335K
|
52.5K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-11K- 48.12% |
$243K - $255K
|
11.9K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.57K- 25.41% |
$168K - $175K
|
22.2K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.43K- 17.15% |
$120K - $126K
|
26.3K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.5K- 0.5% |
$55.2K - $57.8K
|
495K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.42K- 6.51% |
$31.5K - $32.9K
|
20.4K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.35K- 99.56% |
$30K - $31.4K
|
6
$134
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.12K- 2.02% |
$24.7K - $25.9K
|
54.1K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-721- 4.17% |
$16K - $16.7K
|
16.6K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-547- 0.51% |
$12.1K - $12.7K
|
108K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-391- 2.58% |
$8.65K - $9.06K
|
14.8K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-237- 5.22% |
$5.24K - $5.49K
|
4.3K
$95.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-159- 0.32% |
$3.52K - $3.68K
|
49.6K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-148- 9.92% |
$3.28K - $3.43K
|
1.34K
$29.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$22.1 - $23.2
|
460K
$10.2M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-705K- 52.29% |
$15.6M - $16.4M
|
643K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.1K- 18.17% |
$998K - $1.05M
|
203K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-14.8K- 11.47% |
$327K - $345K
|
114K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.97K- 16.51% |
$110K - $116K
|
25.2K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.39K- 16.04% |
$97.1K - $102K
|
23K
$511K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.4K- 7.14% |
$75.1K - $79.1K
|
44.1K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.13K- 4.91% |
$47K - $49.6K
|
41.2K
$916K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.2K- 4.77% |
$26.6K - $28.1K
|
24K
$535K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1K- 7.5% |
$22.1K - $23.3K
|
12.3K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-466- 1.9% |
$10.3K - $10.9K
|
24K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-425- 4.45% |
$9.4K - $9.91K
|
9.13K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-115- 0.4% |
$2.54K - $2.68K
|
28.5K
$635K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-103- 1.14% |
$2.28K - $2.4K
|
8.96K
$199K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-219K- 98.49% |
$4.77M - $4.91M
|
3.35K
$74.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42.2K- 35.53% |
$920K - $948K
|
76.5K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.54K- 60.45% |
$165K - $170K
|
4.94K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.41K- 2.46% |
$118K - $122K
|
215K
$4.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.29K- 9.94% |
$71.8K - $74K
|
29.8K
$663K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-677- 19.79% |
$14.8K - $15.2K
|
2.74K
$61.1K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-225- 2.07% |
$4.91K - $5.06K
|
10.6K
$237K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-215K- 95.59% |
$4.51M - $4.92M
|
9.9K
$220K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.56K- 59.81% |
$34.4K - $36K
|
1.05K
$23.4K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-11.2K- 86.41% |
$258K - $283K
|
1.76K
$39.2K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.22K- 7.76% |
$166K - $182K
|
85.8K
$1.91M
|
|