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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.5K+ 357.57% |
$884K - $910K
|
51.8K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.3K+ 18.82% |
$858K - $884K
|
248K
$5.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.9K+ 27.31% |
$850K - $875K
|
181K
$4.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.6K+ 26.58% |
$842K - $867K
|
184K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.5K+ 55.52% |
$798K - $822K
|
102K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
35.4K+ 69.98% |
$772K - $795K
|
85.9K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.1K+ 50.53% |
$765K - $788K
|
104K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35KNew |
$764K - $787K
|
35K
$789K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 28.1% |
$746K - $768K
|
156K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
32.1K+ 7.16% |
$701K - $721K
|
480K
$10.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
30.2K+ 3.83% |
$658K - $678K
|
818K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
28.6K+ 145.27% |
$625K - $643K
|
48.3K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28.3K+ 93.97% |
$619K - $637K
|
58.5K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27.8KNew |
$607K - $625K
|
27.8K
$627K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.6K+ 2.68% |
$580K - $598K
|
1.02M
$22.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.7K+ 52.79% |
$561K - $578K
|
74.4K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
25.4K+ 2.45% |
$555K - $571K
|
1.06M
$24M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24.2KNew |
$528K - $544K
|
24.2K
$546K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.2K+ 15.34% |
$528K - $543K
|
182K
$4.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23.9KNew |
$522K - $538K
|
23.9K
$540K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.8K+ 47.96% |
$498K - $513K
|
70.4K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.3K+ 25.23% |
$466K - $479K
|
106K
$2.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
20.4K+ 83.68% |
$445K - $458K
|
44.7K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.3K+ 42.51% |
$444K - $457K
|
68.1K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
20.1K+ 17.91% |
$439K - $452K
|
133K
$2.99M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8KNew |
$432K - $445K
|
19.8K
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.5K+ 35.47% |
$426K - $439K
|
74.6K
$1.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.6KNew |
$341K - $351K
|
15.6K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
15.4KNew |
$336K - $346K
|
15.4K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
15.3K+ 18.03% |
$334K - $344K
|
100K
$2.26M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.8KNew |
$324K - $334K
|
14.8K
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
14.7KNew |
$322K - $331K
|
14.7K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.9KNew |
$303K - $312K
|
13.9K
$313K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$300K - $309K
|
13.7K
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 64.33% |
$293K - $301K
|
34.2K
$772K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12.3K+ 3.32% |
$269K - $277K
|
383K
$8.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
12.3KNew |
$268K - $276K
|
12.3K
$277K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
12.1K+ 49.95% |
$265K - $273K
|
36.4K
$821K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12KNew |
$262K - $270K
|
12K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.8KNew |
$235K - $242K
|
10.8K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.1KNew |
$220K - $226K
|
10.1K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.95K+ 77.1% |
$217K - $224K
|
22.9K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.51KNew |
$208K - $214K
|
9.51K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.01K+ 11.36% |
$197K - $203K
|
88.3K
$1.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.97K+ 41.59% |
$196K - $202K
|
30.5K
$688K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.87K+ 4.04% |
$194K - $199K
|
229K
$5.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.34K+ 73.25% |
$182K - $187K
|
19.7K
$445K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.79K+ 10.94% |
$170K - $175K
|
79K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
7.67K+ 7.54% |
$167K - $172K
|
109K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.6K+ 6.42% |
$166K - $171K
|
126K
$2.84M
|