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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-365K- 3.04% |
$7.99M - $8.22M
|
11.6M
$266M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-355K- 8.26% |
$7.77M - $8M
|
3.94M
$90.2M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-167K- 7.81% |
$3.65M - $3.76M
|
1.97M
$45M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 78.06% |
$2.69M - $2.77M
|
34.6K
$791K
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-105K- 9.0% |
$2.3M - $2.36M
|
1.06M
$24.2M
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-76.6K- 73.05% |
$1.68M - $1.73M
|
28.3K
$646K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74.2K- 47.87% |
$1.63M - $1.67M
|
80.8K
$1.85M
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-70.8K- 4.32% |
$1.55M - $1.6M
|
1.57M
$35.8M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.5K- 17.84% |
$1.39M - $1.43M
|
292K
$6.69M
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-49.8K- 6.04% |
$1.09M - $1.12M
|
775K
$17.7M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-31.8K- 2.85% |
$697K - $718K
|
1.08M
$24.8M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.1K- 46.67% |
$572K - $589K
|
29.8K
$683K
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-25.1K- 8.79% |
$549K - $565K
|
260K
$5.95M
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24.6K- 39.54% |
$538K - $554K
|
37.5K
$859K
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-24.2K- 2.8% |
$531K - $546K
|
841K
$19.3M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-19.9K- 22.1% |
$436K - $448K
|
70K
$1.6M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.8K- 33.24% |
$389K - $401K
|
35.7K
$817K
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-16.5K- 2.02% |
$362K - $373K
|
800K
$18.3M
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.9K- 55.94% |
$327K - $337K
|
11.8K
$269K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.9K- 10.2% |
$304K - $313K
|
122K
$2.8M
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-11.8K- 19.77% |
$259K - $266K
|
47.9K
$1.1M
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.1K- 2.04% |
$221K - $228K
|
484K
$11.1M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.76K- 20.42% |
$214K - $220K
|
38K
$870K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.65K- 9.25% |
$212K - $218K
|
94.8K
$2.17M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.12K- 11.32% |
$178K - $183K
|
63.6K
$1.45M
|
|
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
$1.86M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.1K- 25.85% |
$134K - $138K
|
17.5K
$400K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.9K- 5.69% |
$129K - $133K
|
97.7K
$2.24M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.33K- 0.71% |
$117K - $120K
|
748K
$17.1M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.24K- 22.43% |
$115K - $118K
|
18.1K
$415K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.99K- 2.45% |
$109K - $113K
|
199K
$4.55M
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-4.38K- 1.76% |
$96K - $98.8K
|
245K
$5.61M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.23K- 18.91% |
$92.7K - $95.5K
|
18.1K
$415K
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-4.1K- 1.7% |
$90K - $92.6K
|
237K
$5.42M
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.61K- 18.3% |
$79.1K - $81.4K
|
16.1K
$369K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.38K- 2.59% |
$74.1K - $76.3K
|
127K
$2.91M
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 6.21% |
$64.6K - $66.4K
|
44.5K
$1.02M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 6.0% |
$56.4K - $58.1K
|
40.3K
$922K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.4K- 13.42% |
$52.6K - $54.2K
|
15.5K
$354K
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.27K- 3.21% |
$49.8K - $51.2K
|
68.4K
$1.57M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.03K- 9.11% |
$44.4K - $45.7K
|
20.2K
$462K
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2K- 1.64% |
$43.9K - $45.2K
|
121K
$2.76M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.36K- 6.27% |
$29.8K - $30.7K
|
20.4K
$466K
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.12K- 0.37% |
$24.6K - $25.3K
|
299K
$6.85M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-845- 0.82% |
$18.5K - $19.1K
|
102K
$2.33M
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-758- 1.87% |
$16.6K - $17.1K
|
39.8K
$911K
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-566- 4.99% |
$12.4K - $12.8K
|
10.8K
$246K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-529- 0.7% |
$11.6K - $11.9K
|
74.8K
$1.71M
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-505- 2.61% |
$11.1K - $11.4K
|
18.8K
$431K
|