Purchases and Sales Made in Q1 2023 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE PLUS INCOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
597K+ 57.47% |
$13.2M - $13.8M
|
1.64M
$37M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
551KNew |
$12.1M - $12.7M
|
551K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
505KNew |
$11.1M - $11.7M
|
505K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
466K+ 419.56% |
$10.3M - $10.8M
|
577K
$13.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
439K+ 49.12% |
$9.66M - $10.1M
|
1.33M
$30.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
222K+ 167.26% |
$4.88M - $5.12M
|
354K
$8.02M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
189K+ 62.48% |
$4.17M - $4.37M
|
493K
$11.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 31.71% |
$3.61M - $3.78M
|
681K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
153K+ 28.27% |
$3.38M - $3.54M
|
696K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
139K+ 27.57% |
$3.05M - $3.2M
|
642K
$14.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
121K+ 153.39% |
$2.66M - $2.79M
|
199K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117K+ 23.24% |
$2.57M - $2.7M
|
620K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
112KNew |
$2.46M - $2.58M
|
112K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 29.46% |
$2.43M - $2.55M
|
485K
$11M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
97.3K+ 168.72% |
$2.14M - $2.25M
|
155K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
89.9KNew |
$1.98M - $2.08M
|
89.9K
$2.03M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
89.3K+ 46.59% |
$1.97M - $2.06M
|
281K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88K+ 12.75% |
$1.94M - $2.03M
|
778K
$17.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
86.1KNew |
$1.9M - $1.99M
|
86.1K
$1.95M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
72.1K+ 13.36% |
$1.59M - $1.66M
|
612K
$13.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69.3K+ 470.45% |
$1.53M - $1.6M
|
84K
$1.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.1K+ 13.66% |
$1.52M - $1.6M
|
575K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.9K+ 28.57% |
$1.5M - $1.57M
|
306K
$6.92M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
67.6KNew |
$1.49M - $1.56M
|
67.6K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62.3KNew |
$1.37M - $1.44M
|
62.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.7K+ 381.19% |
$1.09M - $1.15M
|
62.7K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
41.5K+ 156.6% |
$914K - $958K
|
68K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
41.3KNew |
$910K - $955K
|
41.3K
$936K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
32.9K+ 69.43% |
$725K - $761K
|
80.4K
$1.82M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8KNew |
$678K - $711K
|
30.8K
$696K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
29.9K+ 3.12% |
$659K - $691K
|
988K
$22.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.3KNew |
$602K - $631K
|
27.3K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.6KNew |
$587K - $615K
|
26.6K
$603K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
23.8KNew |
$524K - $550K
|
23.8K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.8KNew |
$502K - $526K
|
22.8K
$516K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
20.8KNew |
$458K - $481K
|
20.8K
$471K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.8K+ 292.73% |
$458K - $480K
|
27.9K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.8KNew |
$435K - $456K
|
19.8K
$447K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
19.5K+ 11.13% |
$429K - $450K
|
195K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.9KNew |
$417K - $437K
|
18.9K
$429K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7K+ 32.65% |
$389K - $408K
|
71.8K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5KNew |
$297K - $312K
|
13.5K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.5KNew |
$253K - $265K
|
11.5K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
10.3K+ 857.75% |
$227K - $238K
|
11.5K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.2K+ 39.54% |
$224K - $235K
|
35.9K
$813K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$208K - $218K
|
9.46K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.26K+ 28.36% |
$204K - $214K
|
41.9K
$948K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.25KNew |
$204K - $214K
|
9.25K
$209K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.95KNew |
$197K - $207K
|
8.95K
$203K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7.77K+ 5.41% |
$171K - $179K
|
151K
$3.43M
|