Purchases and Sales Made in Q2 2024 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.94M+ 90.16% |
$85.9M - $88.5M
|
8.3M
$187M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.72M+ 3772.48% |
$81.3M - $83.7M
|
3.82M
$86.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.72M+ 3772.48% |
$81.3M - $83.7M
|
3.82M
$86.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43M+ 32.66% |
$31.3M - $32.2M
|
5.82M
$131M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
982K+ 44.04% |
$21.4M - $22.1M
|
3.21M
$72.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
734K+ 28.75% |
$16M - $16.5M
|
3.29M
$74.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
650K+ 93.13% |
$14.2M - $14.6M
|
1.35M
$30.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
591K+ 22.3% |
$12.9M - $13.3M
|
3.24M
$73.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
586K+ 51.18% |
$12.8M - $13.2M
|
1.73M
$39.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
584K+ 208.8% |
$12.7M - $13.1M
|
863K
$19.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
569KNew |
$12.4M - $12.8M
|
569K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
499K+ 49.25% |
$10.9M - $11.2M
|
1.51M
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
468K+ 16.33% |
$10.2M - $10.5M
|
3.33M
$75.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
445KNew |
$9.72M - $10M
|
445K
$10M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
351K+ 10.57% |
$7.67M - $7.9M
|
3.68M
$82.9M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
327KNew |
$7.15M - $7.36M
|
327K
$7.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
289K+ 29.56% |
$6.32M - $6.51M
|
1.27M
$28.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
243K+ 14.5% |
$5.31M - $5.47M
|
1.92M
$43.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
242K+ 9.72% |
$5.28M - $5.44M
|
2.73M
$61.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
238K+ 14.42% |
$5.2M - $5.35M
|
1.89M
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
230K+ 14.34% |
$5.03M - $5.17M
|
1.84M
$41.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
221K+ 16.41% |
$4.82M - $4.97M
|
1.57M
$35.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
219K+ 1037.52% |
$4.78M - $4.92M
|
240K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
203K+ 14.16% |
$4.44M - $4.57M
|
1.64M
$37M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
176K+ 17.55% |
$3.84M - $3.96M
|
1.18M
$26.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
166K+ 20.96% |
$3.61M - $3.72M
|
956K
$21.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
144K+ 21.55% |
$3.15M - $3.25M
|
814K
$18.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
113K+ 58.26% |
$2.47M - $2.55M
|
308K
$6.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
104K+ 30.62% |
$2.27M - $2.34M
|
444K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
94K+ 654.51% |
$2.05M - $2.11M
|
108K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
91.9K+ 55.56% |
$2.01M - $2.07M
|
257K
$5.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
91.6K+ 14.65% |
$2M - $2.06M
|
717K
$16.2M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
86.1K+ 12.61% |
$1.88M - $1.94M
|
769K
$17.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
85K+ 14.15% |
$1.86M - $1.91M
|
686K
$15.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
82.2K+ 15.65% |
$1.79M - $1.85M
|
607K
$13.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
79.9K+ 56.98% |
$1.74M - $1.8M
|
220K
$4.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
79.5K+ 133.19% |
$1.74M - $1.79M
|
139K
$3.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
73.6KNew |
$1.61M - $1.65M
|
73.6K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
72K+ 19.51% |
$1.57M - $1.62M
|
441K
$9.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
63.9K+ 6.84% |
$1.4M - $1.44M
|
998K
$22.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
58.8K+ 90.15% |
$1.28M - $1.32M
|
124K
$2.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
58.7K+ 36.22% |
$1.28M - $1.32M
|
221K
$4.98M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
55.5K+ 2.64% |
$1.21M - $1.25M
|
2.15M
$48.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.3KNew |
$1.19M - $1.22M
|
54.3K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52.7K+ 78.28% |
$1.15M - $1.18M
|
120K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52.3K+ 3.79% |
$1.14M - $1.18M
|
1.43M
$32.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
51.1KNew |
$1.12M - $1.15M
|
51.1K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50.1K+ 8.48% |
$1.09M - $1.13M
|
641K
$14.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
48.6KNew |
$1.06M - $1.09M
|
48.6K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.5K+ 10.11% |
$972K - $1M
|
485K
$10.9M
|