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 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48.6KNew |
$1.07M - $1.1M
|
48.6K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
48K+ 284.05% |
$1.05M - $1.09M
|
64.9K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
47.5K+ 3.93% |
$1.04M - $1.07M
|
1.26M
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46.4K+ 24.47% |
$1.02M - $1.05M
|
236K
$5.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.8K+ 13.32% |
$984K - $1.02M
|
382K
$8.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.3K+ 49.88% |
$971K - $1M
|
133K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.7K+ 27.97% |
$959K - $989K
|
200K
$4.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
43.1K+ 3.67% |
$946K - $976K
|
1.22M
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.3K+ 15.5% |
$929K - $958K
|
315K
$7.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39K+ 17.97% |
$856K - $883K
|
256K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
35.8KNew |
$786K - $811K
|
35.8K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
35.4K+ 15.88% |
$777K - $802K
|
259K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35.2K+ 1436.94% |
$772K - $797K
|
37.7K
$847K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
34.6K+ 9.94% |
$758K - $783K
|
382K
$8.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33.5K+ 3.18% |
$734K - $758K
|
1.09M
$24.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
33.5K+ 28.85% |
$734K - $757K
|
149K
$3.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30.2K+ 41.12% |
$663K - $684K
|
104K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
30K+ 4.29% |
$658K - $679K
|
729K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
28.4K+ 28.24% |
$624K - $643K
|
129K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
28.2K+ 21.51% |
$619K - $639K
|
159K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
26.7K+ 75.26% |
$585K - $604K
|
62.1K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
25.8K+ 6.66% |
$566K - $585K
|
413K
$9.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
24.3K+ 28.16% |
$532K - $549K
|
110K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23.2K+ 2.04% |
$510K - $526K
|
1.16M
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.4K+ 45.42% |
$491K - $507K
|
71.7K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
22.4K+ 40.78% |
$490K - $506K
|
77.2K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
22.2K+ 1.94% |
$486K - $502K
|
1.16M
$26.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
21K+ 3.2% |
$461K - $476K
|
679K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.8K+ 14.26% |
$457K - $471K
|
167K
$3.75M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
20.6K+ 2.59% |
$452K - $467K
|
816K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.4KNew |
$448K - $462K
|
20.4K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.3K+ 18.18% |
$446K - $460K
|
132K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
19.3K+ 26.76% |
$423K - $436K
|
91.3K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
19K+ 5.64% |
$418K - $431K
|
357K
$8.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.2K+ 5.32% |
$399K - $412K
|
360K
$8.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.4K+ 31.22% |
$382K - $394K
|
73.2K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 12.28% |
$378K - $390K
|
157K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.1K+ 19.27% |
$374K - $386K
|
106K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9K+ 100.27% |
$371K - $383K
|
33.8K
$760K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.2K+ 40.6% |
$354K - $366K
|
55.9K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.1K+ 1.05% |
$354K - $365K
|
1.55M
$34.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
16.1K+ 5.1% |
$354K - $365K
|
332K
$7.47M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
15.2K+ 24.89% |
$334K - $345K
|
76.5K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.4KNew |
$316K - $327K
|
14.4K
$324K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 16.57% |
$310K - $320K
|
99.3K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
13.9KNew |
$304K - $314K
|
13.9K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.5K+ 10.84% |
$296K - $305K
|
138K
$3.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
13KNew |
$285K - $294K
|
13K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.6K+ 42.79% |
$278K - $286K
|
42.2K
$949K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.4KNew |
$250K - $258K
|
11.4K
$256K
|