Purchases and Sales Made in Q2 2023 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
21KNew |
$467K - $481K
|
21K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17KNew |
$379K - $390K
|
17K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16.8K+ 178.06% |
$375K - $387K
|
26.3K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.2K+ 80.78% |
$360K - $371K
|
36.2K
$816K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 18.13% |
$324K - $334K
|
95K
$2.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
14.4K+ 125.46% |
$321K - $331K
|
25.9K
$584K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.9K+ 34.23% |
$288K - $297K
|
50.7K
$1.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.3K+ 91.85% |
$252K - $260K
|
23.7K
$534K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.5K+ 15.51% |
$233K - $241K
|
78.1K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
10.3K+ 1.87% |
$229K - $236K
|
562K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
10.1KNew |
$224K - $231K
|
10.1K
$227K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.05KNew |
$201K - $208K
|
9.05K
$204K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.69K+ 32.6% |
$193K - $199K
|
35.3K
$797K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.82KNew |
$174K - $179K
|
7.82K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.81K+ 155.18% |
$174K - $179K
|
12.8K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.63K+ 18.2% |
$170K - $175K
|
49.5K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.34K+ 116.01% |
$163K - $168K
|
13.7K
$308K
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.2K+ 2.16% |
$93.5K - $96.4K
|
199K
$4.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.46K+ 18.47% |
$77K - $79.4K
|
22.2K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.43K+ 4.78% |
$76.4K - $78.7K
|
75.2K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.1K+ 3.69% |
$69.1K - $71.2K
|
87.1K
$1.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.6K+ 10.92% |
$57.9K - $59.7K
|
26.4K
$596K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.4K+ 1806.02% |
$53.5K - $55.1K
|
2.54K
$57.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4K+ 6.16% |
$53.3K - $55K
|
41.2K
$930K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.14K+ 1.97% |
$47.7K - $49.2K
|
111K
$2.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.03KNew |
$45.1K - $46.5K
|
2.03K
$45.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.69K+ 5.27% |
$37.6K - $38.8K
|
33.7K
$761K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 2.95% |
$28.2K - $29.1K
|
44.3K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
868+ 5.02% |
$19.3K - $19.9K
|
18.2K
$409K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
697+ 1.22% |
$15.5K - $16K
|
57.8K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
242+ 1.11% |
$5.39K - $5.55K
|
22K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
59+ 16.12% |
$1.31K - $1.35K
|
425
$9.58K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.24% |
$712 - $734
|
2.62K
$59.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12+ 1.18% |
$267 - $275
|
1.03K
$23.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.06% |
$267 - $275
|
20.8K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-575- 1.39% |
$12.8K - $13.2K
|
40.8K
$919K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-649- 0.23% |
$14.4K - $14.9K
|
278K
$6.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 7.58% |
$61K - $62.9K
|
33.4K
$753K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.02K- 23.82% |
$67.3K - $69.4K
|
9.67K
$218K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-4.85K- 32.31% |
$108K - $111K
|
10.1K
$229K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-5.62K- 6.36% |
$125K - $129K
|
82.7K
$1.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.6K- 4.26% |
$147K - $151K
|
148K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.8K- 85.8% |
$686K - $707K
|
5.1K
$115K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-60.8K- 70.69% |
$1.35M - $1.4M
|
25.2K
$569K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-62.4K- 50.62% |
$1.39M - $1.43M
|
60.9K
$1.37M
|