Purchases and Sales Made in Q3 2023 in Capital Group Core Plus Income (CGCP)

CGCP Quotes by TradingView

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
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
16.3K
New
$351K - $368K
16.3K $368K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
15.7K
New
$339K - $354K
15.7K $355K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
15.6K
+ 16.45%
$336K - $351K
111K $2.49M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
13.9K
+ 15.91%
$298K - $312K
101K $2.28M
Oct 19, 2023 Q3 2023
Sol Capital Management CO

BUY
 -
13.7K
New
$294K - $308K
13.7K $308K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
13.5K
+ 20.14%
$289K - $303K
80.3K $1.81M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
13K
+ 38.82%
$279K - $292K
46.4K $1.05M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
12.4K
New
$267K - $280K
12.4K $281K
Nov 06, 2023 Q3 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
12.4K
+ 5.93%
$266K - $279K
221K $4.99M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
12.1K
New
$261K - $273K
12.1K $273K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
11.2K
New
$241K - $252K
11.2K $253K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
10.9K
+ 42.07%
$234K - $245K
36.8K $830K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
10.8K
+ 9.7%
$231K - $242K
122K $2.74M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
10.6K
+ 49.68%
$228K - $238K
31.9K $720K
Oct 10, 2023 Q3 2023
Iam Advisory, LLC

BUY
 -
9.17K
+ 1.63%
$197K - $206K
571K $12.9M
Nov 13, 2023 Q3 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
8.84K
+ 40.1%
$190K - $199K
30.9K $696K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
8.34K
+ 16.46%
$179K - $188K
59K $1.33M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
8.02K
New
$172K - $180K
8.02K $181K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
7.76K
+ 32.8%
$167K - $175K
31.4K $709K
Oct 19, 2023 Q3 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
6.28K
+ 0.83%
$135K - $141K
764K $17.2M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
5.99K
+ 64.76%
$129K - $135K
15.2K $344K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
5.56K
+ 71.11%
$120K - $125K
13.4K $302K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
5.55K
+ 26.46%
$119K - $125K
26.5K $598K
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.36K
+ 23.52%
$115K - $121K
28.1K $635K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
5.28K
+ 11.9%
$113K - $119K
49.6K $1.12M
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
4.86K
+ 18.4%
$105K - $109K
31.3K $705K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
4.21K
+ 80.41%
$90.5K - $94.7K
9.45K $213K
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
3.41K
+ 2.15%
$73.3K - $76.7K
162K $3.65M
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
3.33K
+ 36.8%
$71.6K - $74.9K
12.4K $279K
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
3.29K
+ 1.66%
$70.8K - $74.1K
202K $4.56M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.03K
+ 8.57%
$65.1K - $68.2K
38.4K $865K
Oct 20, 2023 Q3 2023
Capital Planning LLC

BUY
 -
2.84K
+ 3.44%
$61.1K - $64K
85.6K $1.93M
Oct 20, 2023 Q3 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
2.45K
+ 11.06%
$52.8K - $55.2K
24.6K $556K
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2.13K
New
$45.7K - $47.9K
2.13K $48K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.07K
+ 4.19%
$44.6K - $46.7K
51.6K $1.16M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
2.06K
+ 7.83%
$44.3K - $46.3K
28.4K $640K
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
1.74K
+ 17.3%
$37.5K - $39.2K
11.8K $267K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.42K
+ 1.89%
$30.6K - $32K
76.6K $1.73M
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.12K
+ 6.53%
$24K - $25.1K
18.2K $410K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
814
+ 2.65%
$17.5K - $18.3K
31.5K $710K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
814
+ 2.65%
$17.5K - $18.3K
31.5K $710K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
700
New
$15.1K - $15.8K
700 $15.8K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
700
New
$15.1K - $15.8K
700 $15.8K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
485
+ 18.51%
$10.4K - $10.9K
3.11K $70K
Oct 19, 2023 Q3 2023
Intergy Private Wealth, LLC

BUY
 -
380
+ 2.09%
$8.17K - $8.55K
18.5K $418K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
263
+ 5.16%
$5.65K - $5.92K
5.36K $121K
Oct 16, 2023 Q3 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
242
+ 0.96%
$5.2K - $5.45K
25.5K $574K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
116
+ 0.55%
$2.49K - $2.61K
21.2K $479K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
33
+ 1.3%
$710 - $743
2.57K $57.9K

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