Purchases and Sales Made in Q3 2023 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q3 2023. 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 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.17M+ 78.91% |
$25.2M - $26.4M
|
2.66M
$60M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
973K+ 1390.75% |
$20.9M - $21.9M
|
1.04M
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
897KNew |
$19.3M - $20.2M
|
897K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
687K+ 46.21% |
$14.8M - $15.5M
|
2.17M
$49M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
644K+ 1561.94% |
$13.9M - $14.5M
|
685K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
504K+ 55.46% |
$10.8M - $11.3M
|
1.41M
$31.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
453KNew |
$9.74M - $10.2M
|
453K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
439K+ 365.9% |
$9.44M - $9.88M
|
559K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
404K+ 43.44% |
$8.69M - $9.09M
|
1.33M
$30.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
286K+ 126.03% |
$6.15M - $6.43M
|
513K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
272K+ 281.36% |
$5.84M - $6.11M
|
368K
$8.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
261K+ 19.68% |
$5.61M - $5.87M
|
1.59M
$35.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
182K+ 502.5% |
$3.91M - $4.09M
|
218K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
143K+ 19.36% |
$3.08M - $3.22M
|
882K
$19.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
138K+ 16.75% |
$2.96M - $3.1M
|
961K
$21.7M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
136K+ 6.1% |
$2.93M - $3.07M
|
2.37M
$53.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 270.18% |
$2.88M - $3.01M
|
183K
$4.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
130K+ 8.71% |
$2.79M - $2.92M
|
1.62M
$36.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 10.95% |
$2.78M - $2.9M
|
1.31M
$29.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
109KNew |
$2.33M - $2.44M
|
109K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103K+ 86.38% |
$2.22M - $2.33M
|
223K
$5.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
91.2K+ 12.23% |
$1.96M - $2.05M
|
837K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
86.9K+ 58.55% |
$1.87M - $1.95M
|
235K
$5.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83K+ 7.86% |
$1.78M - $1.87M
|
1.14M
$25.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
74.9K+ 14.85% |
$1.61M - $1.68M
|
579K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
70.4KNew |
$1.51M - $1.58M
|
70.4K
$1.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
68.9KNew |
$1.48M - $1.55M
|
68.9K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
55.6K+ 13.7% |
$1.2M - $1.25M
|
462K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
53.6K+ 19.28% |
$1.15M - $1.21M
|
332K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.1K+ 6.3% |
$992K - $1.04M
|
779K
$17.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
45.5K+ 354.31% |
$978K - $1.02M
|
58.3K
$1.32M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
43.9KNew |
$944K - $988K
|
43.9K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.6K+ 9.41% |
$937K - $981K
|
507K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.1K+ 48.69% |
$927K - $970K
|
132K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
42.3KNew |
$910K - $953K
|
42.3K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
40K+ 10.96% |
$861K - $901K
|
405K
$9.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
37.3K+ 9.96% |
$802K - $839K
|
412K
$9.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.2KNew |
$714K - $747K
|
33.2K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.1K+ 47.01% |
$691K - $723K
|
101K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
31.3KNew |
$674K - $705K
|
31.3K
$707K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
30.9K+ 110.84% |
$665K - $696K
|
58.8K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.4K+ 47.37% |
$589K - $616K
|
85.2K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.8K+ 2.12% |
$576K - $602K
|
1.29M
$29.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25.5K+ 42.87% |
$548K - $573K
|
84.9K
$1.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25KNew |
$537K - $562K
|
25K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.8K+ 173.92% |
$511K - $535K
|
37.4K
$844K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.6K+ 18.66% |
$485K - $508K
|
144K
$3.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
17.2K+ 120.04% |
$371K - $388K
|
31.6K
$713K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 62.85% |
$369K - $387K
|
44.5K
$1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
16.7K+ 3.07% |
$360K - $377K
|
562K
$12.7M
|