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 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
985+ 2.11% |
$21.6K - $22.3K
|
47.6K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
808+ 1.79% |
$17.7K - $18.3K
|
45.9K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
604New |
$13.3K - $13.7K
|
604
$13.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
579+ 2.65% |
$12.7K - $13.1K
|
22.4K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
547+ 54.7% |
$12K - $12.4K
|
1.55K
$34.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
531+ 7.67% |
$11.7K - $12K
|
7.46K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
416+ 1.51% |
$9.13K - $9.42K
|
27.9K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
413+ 6.47% |
$9.06K - $9.35K
|
6.8K
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
366+ 1.05% |
$8.03K - $8.29K
|
35.4K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
359+ 3.14% |
$7.88K - $8.13K
|
11.8K
$265K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
281+ 1.15% |
$6.17K - $6.36K
|
24.8K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273New |
$5.99K - $6.18K
|
273
$6.14K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
261+ 1.15% |
$5.73K - $5.91K
|
23K
$518K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
250+ 2.13% |
$5.49K - $5.66K
|
12K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
237+ 0.99% |
$5.2K - $5.37K
|
24.2K
$545K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
233+ 1.11% |
$5.11K - $5.28K
|
21.2K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
188+ 0.98% |
$4.12K - $4.26K
|
19.3K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
144+ 0.68% |
$3.16K - $3.26K
|
21.4K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130+ 0.45% |
$2.85K - $2.94K
|
29.1K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
80New |
$1.76K - $1.81K
|
80
$1.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
75+ 0.45% |
$1.65K - $1.7K
|
16.7K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$99.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 1.72% |
$1.65K - $1.7K
|
4.43K
$99.5K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
22+ 0.78% |
$483 - $498
|
2.84K
$63.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
17+ 0.12% |
$373 - $385
|
14.1K
$316K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.0% |
$21.9 - $22.6
|
47.8K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-46- 6.93% |
$1.01K - $1.04K
|
618
$13.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-67- 0.69% |
$1.47K - $1.52K
|
9.6K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-72- 0.18% |
$1.58K - $1.63K
|
40.6K
$913K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.93% |
$2.19K - $2.26K
|
10.6K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-130- 0.5% |
$2.85K - $2.94K
|
26.1K
$587K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-171- 1.0% |
$3.75K - $3.87K
|
17K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-252- 0.19% |
$5.53K - $5.71K
|
130K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-267- 0.22% |
$5.86K - $6.04K
|
123K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-439- 2.39% |
$9.63K - $9.94K
|
17.9K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-600- 2.48% |
$13.2K - $13.6K
|
23.6K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-664- 1.23% |
$14.6K - $15K
|
53.5K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-707- 0.68% |
$15.5K - $16K
|
103K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-766- 4.37% |
$16.8K - $17.3K
|
16.7K
$377K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.06K- 8.95% |
$23.3K - $24K
|
10.8K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$23.6K - $24.3K
|
12.3K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 2.97% |
$28.1K - $29K
|
41.8K
$941K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.64K- 12.77% |
$36K - $37.1K
|
11.2K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 17.91% |
$36.4K - $37.6K
|
7.6K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.88K- 7.97% |
$41.3K - $42.6K
|
21.7K
$488K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.12K- 2.9% |
$68.4K - $70.6K
|
104K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.78K- 22.97% |
$82.8K - $85.5K
|
12.7K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.92K- 1.6% |
$86.1K - $88.8K
|
241K
$5.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.12K- 5.6% |
$90.3K - $93.2K
|
69.4K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.27K- 9.05% |
$93.6K - $96.6K
|
42.9K
$964K
|