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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.66K- 0.94% |
$102K - $106K
|
490K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.68K- 8.92% |
$103K - $106K
|
47.8K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.75K- 6.14% |
$104K - $107K
|
72.6K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4.82K- 1.58% |
$106K - $109K
|
301K
$6.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.31K- 7.52% |
$160K - $166K
|
89.9K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.1K- 4.47% |
$178K - $183K
|
173K
$3.89M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-10K- 3.86% |
$220K - $227K
|
249K
$5.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10.9K- 18.24% |
$239K - $247K
|
48.8K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.4K- 2.1% |
$251K - $259K
|
533K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.8K- 48.76% |
$259K - $268K
|
12.4K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.7K- 45.86% |
$366K - $378K
|
19.7K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 45.29% |
$425K - $438K
|
23.4K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-20.5K- 2.32% |
$450K - $465K
|
866K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-21K- 16.57% |
$462K - $476K
|
106K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-25K- 4.74% |
$549K - $566K
|
502K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.6K- 12.45% |
$716K - $739K
|
229K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-40.2K- 4.65% |
$882K - $910K
|
825K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-40.5K- 86.59% |
$889K - $917K
|
6.28K
$141K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-51.5K- 24.93% |
$1.13M - $1.17M
|
155K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.1K- 2.91% |
$1.43M - $1.47M
|
2.17M
$48.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77.6KClosed |
$1.7M - $1.76M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-98.8K- 81.54% |
$2.17M - $2.24M
|
22.4K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-99.5K- 87.83% |
$2.18M - $2.25M
|
13.8K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-99.6K- 11.93% |
$2.19M - $2.25M
|
735K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-100K- 40.78% |
$2.19M - $2.26M
|
145K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-108K- 6.79% |
$2.36M - $2.44M
|
1.48M
$33.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-208K- 81.41% |
$4.56M - $4.7M
|
47.4K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-337K- 85.77% |
$7.39M - $7.63M
|
55.9K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-338K- 34.03% |
$7.42M - $7.66M
|
656K
$14.8M
|