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 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-143- 0.47% |
$3.12K - $3.21K
|
30.1K
$679K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-225- 2.07% |
$4.91K - $5.06K
|
10.6K
$240K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-527- 2.4% |
$11.5K - $11.8K
|
21.4K
$483K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-575- 2.53% |
$12.6K - $12.9K
|
22.2K
$501K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-677- 19.79% |
$14.8K - $15.2K
|
2.74K
$61.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.1K- 1.06% |
$23.9K - $24.7K
|
102K
$2.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 0.26% |
$24.7K - $25.5K
|
438K
$9.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.24K- 6.59% |
$27K - $27.9K
|
17.6K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 3.76% |
$37K - $38.1K
|
43.3K
$976K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.87K- 18.51% |
$40.8K - $42K
|
8.22K
$185K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.94K- 13.03% |
$42.3K - $43.6K
|
12.9K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.14K- 13.44% |
$46.6K - $48K
|
13.8K
$310K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.16K- 3.08% |
$47K - $48.4K
|
67.8K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.37K- 8.83% |
$51.8K - $53.4K
|
24.5K
$553K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.93K- 2.61% |
$64K - $65.9K
|
109K
$2.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.29K- 9.94% |
$71.8K - $74K
|
29.8K
$672K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.29K- 9.94% |
$71.8K - $74K
|
29.8K
$672K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.04K- 37.94% |
$88.2K - $90.8K
|
6.61K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.41K- 2.46% |
$118K - $122K
|
215K
$4.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.55K- 8.07% |
$121K - $125K
|
63.2K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.54K- 36.14% |
$165K - $170K
|
13.3K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.54K- 60.45% |
$165K - $170K
|
4.94K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.1K- 21.64% |
$287K - $295K
|
47.5K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-26.1K- 2.44% |
$570K - $587K
|
1.04M
$23.6M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-33.2K- 27.19% |
$724K - $746K
|
88.8K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.1K- 22.76% |
$789K - $813K
|
123K
$2.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42.2K- 35.53% |
$920K - $948K
|
76.5K
$1.72M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-109K- 60.26% |
$2.38M - $2.45M
|
71.9K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-140K- 62.41% |
$3.05M - $3.14M
|
84.1K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-144K- 15.44% |
$3.13M - $3.23M
|
786K
$17.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-219K- 98.49% |
$4.77M - $4.91M
|
3.35K
$75.5K
|