Purchases and Sales Made in Q3 2022 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
255K+ 108.75% |
$5.56M - $6.11M
|
489K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
242K+ 42.27% |
$5.29M - $5.81M
|
816K
$18.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
172K+ 1002.24% |
$3.75M - $4.12M
|
189K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 27.2% |
$2.53M - $2.78M
|
541K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115K+ 66.61% |
$2.51M - $2.75M
|
287K
$6.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 90.55% |
$2.26M - $2.48M
|
218K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
93.1K+ 46.37% |
$2.03M - $2.23M
|
294K
$6.65M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
93KNew |
$2.03M - $2.23M
|
93K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.5K+ 5871.0% |
$1.93M - $2.12M
|
90K
$2.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
86KNew |
$1.88M - $2.06M
|
86K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.2K+ 95.43% |
$1.4M - $1.54M
|
131K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.3K+ 5.3% |
$1.34M - $1.47M
|
1.22M
$27.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.6K+ 150.72% |
$1.28M - $1.41M
|
97.5K
$2.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
54.8K+ 6.23% |
$1.2M - $1.31M
|
933K
$21.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
49.3K+ 74.3% |
$1.08M - $1.18M
|
116K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.5KNew |
$883K - $970K
|
40.5K
$915K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
40.3K+ 23.41% |
$879K - $965K
|
212K
$4.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34K+ 8.82% |
$742K - $815K
|
419K
$9.49M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
31.6KNew |
$689K - $757K
|
31.6K
$714K
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
26.4KNew |
$577K - $634K
|
26.4K
$598K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
26.4KNew |
$577K - $634K
|
26.4K
$598K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.2K+ 117.24% |
$551K - $605K
|
46.8K
$1.06M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24.8K+ 101.43% |
$541K - $594K
|
49.2K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.2K+ 60.94% |
$418K - $459K
|
50.6K
$1.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
17.3K+ 66.42% |
$377K - $414K
|
43.2K
$978K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
16K+ 47.68% |
$349K - $384K
|
49.5K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14.8KNew |
$323K - $355K
|
14.8K
$335K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13.4KNew |
$293K - $322K
|
13.4K
$304K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.1KNew |
$242K - $266K
|
11.1K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$236K - $259K
|
10.8K
$244K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.02KNew |
$175K - $192K
|
8.02K
$181K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.85K+ 33.96% |
$149K - $164K
|
27K
$611K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.54K+ 32.36% |
$121K - $133K
|
22.6K
$513K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
3.75K+ 14.57% |
$81.9K - $90K
|
29.5K
$668K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.65KNew |
$79.7K - $87.5K
|
3.65K
$82.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.84K+ 31.59% |
$62K - $68.1K
|
11.8K
$268K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.54KNew |
$55.5K - $61K
|
2.54K
$57.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.34KNew |
$51.1K - $56.1K
|
2.34K
$53K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
400New |
$8.73K - $9.59K
|
400
$9.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
238New |
$5.2K - $5.71K
|
238
$5.39K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.09% |
$284 - $312
|
15.1K
$342K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.75% |
$21.8 - $24
|
132
$2.99K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-287- 2.19% |
$6.27K - $6.88K
|
12.8K
$290K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.51K- 43.4% |
$120K - $132K
|
7.18K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.85M- 97.1% |
$62.2M - $68.3M
|
85K
$1.92M
|