Purchases and Sales Made in Q2 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
208K+ 7.8% |
$4.56M - $4.69M
|
2.87M
$64.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
201K+ 76.92% |
$4.41M - $4.54M
|
463K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
196K+ 131.1% |
$4.29M - $4.42M
|
345K
$7.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
94.7K+ 1.71% |
$2.08M - $2.14M
|
5.63M
$126M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
69.3KNew |
$1.52M - $1.56M
|
69.3K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
46.1K+ 3.67% |
$1.01M - $1.04M
|
1.3M
$29.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
43.9K+ 3.61% |
$963K - $991K
|
1.26M
$28.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
37K+ 3.18% |
$811K - $835K
|
1.2M
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
29.8K+ 118.33% |
$654K - $673K
|
55.1K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.9K+ 2.95% |
$634K - $653K
|
1.01M
$22.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
25K+ 7.54% |
$549K - $565K
|
357K
$8.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$439K - $451K
|
20K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
19K+ 24.6% |
$416K - $428K
|
96.1K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 12.45% |
$247K - $255K
|
102K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
11.1K+ 6.98% |
$244K - $251K
|
170K
$3.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.9K+ 491.7% |
$239K - $246K
|
13.1K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.49KNew |
$208K - $214K
|
9.49K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8K+ 70.18% |
$175K - $180K
|
19.4K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.76K+ 10.02% |
$148K - $152K
|
74.2K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.88K+ 6.76% |
$129K - $133K
|
92.9K
$2.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.47K+ 34.4% |
$97.9K - $101K
|
17.4K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.63K+ 5.23% |
$79.5K - $81.9K
|
73K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.94K+ 190.24% |
$64.5K - $66.4K
|
4.49K
$101K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.68K+ 13.02% |
$58.7K - $60.4K
|
23.2K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.17% |
$57.5K - $59.2K
|
1.56M
$34.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.61K+ 1.02% |
$57.2K - $58.9K
|
259K
$5.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.2K+ 18.37% |
$48.2K - $49.6K
|
14.2K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 9.22% |
$41.3K - $42.5K
|
22.3K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
638+ 5.04% |
$14K - $14.4K
|
13.3K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
64+ 0.38% |
$1.4K - $1.44K
|
16.7K
$375K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.13% |
$241 - $248
|
8.28K
$186K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-30- 0.07% |
$658 - $677
|
41.5K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-86- 0.37% |
$1.89K - $1.94K
|
23K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-151- 1.4% |
$3.31K - $3.41K
|
10.6K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-189- 0.89% |
$4.14K - $4.26K
|
21K
$472K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-505- 2.61% |
$11.1K - $11.4K
|
18.8K
$423K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 6.0% |
$56.4K - $58.1K
|
40.3K
$905K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 6.21% |
$64.6K - $66.4K
|
44.5K
$999K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-4.38K- 1.76% |
$96K - $98.8K
|
245K
$5.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.33K- 0.71% |
$117K - $120K
|
748K
$16.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.9K- 5.69% |
$129K - $133K
|
97.7K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-16.5K- 2.02% |
$362K - $373K
|
800K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-31.8K- 2.85% |
$697K - $718K
|
1.08M
$24.3M
|