Purchases and Sales Made in Q1 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q1 2025. 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 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
7.28M+ 53.66% |
$160M - $165M
|
20.8M
$461M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.88M+ 45.58% |
$85.2M - $87.9M
|
12.4M
$275M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.95M+ 27.16% |
$64.6M - $66.7M
|
13.8M
$305M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.6M+ 15.32% |
$35M - $36.1M
|
12M
$266M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.13M+ 25.78% |
$24.9M - $25.7M
|
5.54M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
871K+ 74.79% |
$19.1M - $19.7M
|
2.04M
$45.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
754K+ 16.77% |
$16.5M - $17.1M
|
5.25M
$116M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
735K+ 112.08% |
$16.1M - $16.6M
|
1.39M
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
721K+ 7134.72% |
$15.8M - $16.3M
|
731K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
569K+ 13.25% |
$12.5M - $12.9M
|
4.86M
$108M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
454K+ 10.92% |
$9.95M - $10.3M
|
4.61M
$102M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
287K+ 11.87% |
$6.29M - $6.49M
|
2.7M
$59.8M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
286K+ 46.13% |
$6.27M - $6.47M
|
906K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
263K+ 6.26% |
$5.78M - $5.96M
|
4.47M
$99M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
262K+ 6.48% |
$5.74M - $5.92M
|
4.3M
$95.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
261K+ 22.65% |
$5.72M - $5.9M
|
1.41M
$31.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
248K+ 10.28% |
$5.45M - $5.62M
|
2.66M
$59M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
244K+ 87.75% |
$5.35M - $5.52M
|
522K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
221K+ 731.63% |
$4.85M - $5M
|
251K
$5.56M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
218K+ 7.4% |
$4.79M - $4.94M
|
3.16M
$70.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
203K+ 21352.0% |
$4.45M - $4.59M
|
204K
$4.51M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
194K+ 779.74% |
$4.27M - $4.4M
|
219K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
186K+ 4.85% |
$4.08M - $4.21M
|
4.02M
$89M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
182K+ 7.29% |
$4M - $4.12M
|
2.68M
$59.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
182K+ 10.72% |
$3.99M - $4.12M
|
1.88M
$41.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
179K+ 9.17% |
$3.93M - $4.06M
|
2.13M
$47.3M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
168K+ 20.68% |
$3.69M - $3.81M
|
981K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
168K+ 599.43% |
$3.68M - $3.8M
|
196K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
167KNew |
$3.66M - $3.78M
|
167K
$3.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
160K+ 27.02% |
$3.52M - $3.63M
|
753K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
151K+ 15.68% |
$3.31M - $3.42M
|
1.11M
$24.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
149K+ 95.84% |
$3.26M - $3.37M
|
304K
$6.73M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
144K+ 68.02% |
$3.16M - $3.26M
|
356K
$7.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
132K+ 106.05% |
$2.89M - $2.99M
|
256K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
129KNew |
$2.84M - $2.93M
|
129K
$2.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
127K+ 12.15% |
$2.79M - $2.88M
|
1.17M
$26M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
109KNew |
$2.39M - $2.46M
|
109K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
105K+ 66.66% |
$2.29M - $2.37M
|
261K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102K+ 82.46% |
$2.24M - $2.31M
|
226K
$5M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
98.4K+ 16.5% |
$2.16M - $2.23M
|
695K
$15.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
95.6K+ 1350.6% |
$2.1M - $2.17M
|
103K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83.2K+ 25.8% |
$1.83M - $1.88M
|
406K
$8.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
79.9K+ 5.13% |
$1.75M - $1.81M
|
1.64M
$36.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78K+ 25.24% |
$1.71M - $1.77M
|
387K
$8.57M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
75.3KNew |
$1.65M - $1.7M
|
75.3K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
72.4K+ 223.62% |
$1.59M - $1.64M
|
105K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
58.2KNew |
$1.28M - $1.32M
|
58.2K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53.6K+ 13.27% |
$1.18M - $1.21M
|
458K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.2K+ 2.78% |
$1.12M - $1.16M
|
1.89M
$41.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
48.7K+ 20.62% |
$1.07M - $1.1M
|
285K
$6.31M
|