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 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-439- 1.57% |
$9.62K - $9.9K
|
27.4K
$628K
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-413- 0.16% |
$9.05K - $9.32K
|
251K
$5.74M
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-296- 1.77% |
$6.49K - $6.68K
|
16.4K
$376K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-242- 0.5% |
$5.3K - $5.46K
|
48.6K
$1.11M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-189- 0.89% |
$4.14K - $4.26K
|
21K
$481K
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-164- 1.75% |
$3.59K - $3.7K
|
9.19K
$210K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-151- 1.4% |
$3.31K - $3.41K
|
10.6K
$243K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 0.81% |
$2.19K - $2.26K
|
12.2K
$279K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-86- 0.37% |
$1.89K - $1.94K
|
23K
$525K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-30- 0.07% |
$658 - $677
|
41.5K
$950K
|
|
Q1 2025 | |||||||
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-40.5K- 86.59% |
$889K - $917K
|
6.28K
$144K
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.64K- 12.77% |
$36K - $37.1K
|
11.2K
$256K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-439- 2.39% |
$9.63K - $9.94K
|
17.9K
$410K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-171- 1.0% |
$3.75K - $3.87K
|
17K
$388K
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.93% |
$2.19K - $2.26K
|
10.6K
$243K
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-67- 0.69% |
$1.47K - $1.52K
|
9.6K
$220K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-46- 6.93% |
$1.01K - $1.04K
|
618
$14.1K
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.63K- 51.08% |
$147K - $154K
|
6.35K
$145K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.35K- 99.56% |
$30K - $31.4K
|
6
$137
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1K- 7.5% |
$22.1K - $23.3K
|
12.3K
$282K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-466- 1.9% |
$10.3K - $10.9K
|
24K
$550K
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42.2K- 35.53% |
$920K - $948K
|
76.5K
$1.75M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.29K- 9.94% |
$71.8K - $74K
|
29.8K
$682K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-215K- 95.59% |
$4.51M - $4.92M
|
9.9K
$227K
|
|
Q1 2023 | |||||||
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.56K- 59.81% |
$34.4K - $36K
|
1.05K
$24K
|
|
Q2 2022 | |||||||
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.22K- 7.76% |
$166K - $182K
|
85.8K
$1.96M
|