Purchases and Sales Made in Q3 2024 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.75M+ 98.2% |
$83M - $87.5M
|
7.58M
$171M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.74M+ 32.98% |
$60.6M - $63.8M
|
11M
$250M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.49M+ 42.76% |
$55M - $58M
|
8.3M
$188M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 69.44% |
$49.8M - $52.4M
|
5.49M
$124M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51M+ 78.73% |
$33.4M - $35.2M
|
3.43M
$77.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.09M+ 39.91% |
$24.1M - $25.4M
|
3.82M
$86.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
967K+ 63.93% |
$21.4M - $22.5M
|
2.48M
$56.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
948K+ 28.84% |
$21M - $22.1M
|
4.23M
$95.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
736KNew |
$16.3M - $17.1M
|
736K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
731K+ 38.7% |
$16.2M - $17M
|
2.62M
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
728K+ 710.98% |
$16.1M - $17M
|
830K
$18.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
677K+ 21.1% |
$15M - $15.8M
|
3.89M
$88M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
547K+ 46.38% |
$12.1M - $12.7M
|
1.73M
$39.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
538KNew |
$11.9M - $12.5M
|
538K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
476K+ 46.75% |
$10.5M - $11.1M
|
1.49M
$33.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
437KNew |
$9.68M - $10.2M
|
437K
$9.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
434KNew |
$9.61M - $10.1M
|
434K
$9.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
403K+ 25.72% |
$8.92M - $9.4M
|
1.97M
$44.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
389K+ 10.57% |
$8.6M - $9.06M
|
4.07M
$92M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
379K+ 158.08% |
$8.39M - $8.84M
|
619K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
315K+ 19.19% |
$6.96M - $7.34M
|
1.96M
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
252K+ 19.66% |
$5.58M - $5.88M
|
1.54M
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
228KNew |
$5.05M - $5.32M
|
228K
$5.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
199K+ 10.84% |
$4.4M - $4.64M
|
2.03M
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
199K+ 383.15% |
$4.39M - $4.63M
|
250K
$5.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
196K+ 28.64% |
$4.34M - $4.58M
|
882K
$20M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
180K+ 1464.39% |
$3.98M - $4.19M
|
192K
$4.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
164K+ 7.6% |
$3.62M - $3.82M
|
2.32M
$52.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
158K+ 4.75% |
$3.5M - $3.69M
|
3.49M
$79M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
155KNew |
$3.44M - $3.62M
|
155K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
154K+ 318.42% |
$3.4M - $3.59M
|
202K
$4.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
132K+ 72.71% |
$2.92M - $3.08M
|
314K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
130K+ 39.84% |
$2.89M - $3.04M
|
458K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
124K+ 28.03% |
$2.73M - $2.88M
|
564K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
111K+ 28.96% |
$2.46M - $2.59M
|
494K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
109KNew |
$2.42M - $2.54M
|
109K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
99.4KNew |
$2.2M - $2.32M
|
99.4K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
98.2K+ 44.5% |
$2.17M - $2.29M
|
319K
$7.22M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
97.6K+ 12.69% |
$2.16M - $2.28M
|
867K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
96.2K+ 701.06% |
$2.13M - $2.24M
|
110K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
95.3K+ 9.97% |
$2.11M - $2.22M
|
1.05M
$23.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
94.7K+ 94.64% |
$2.1M - $2.21M
|
195K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
90.5KNew |
$2M - $2.11M
|
90.5K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89.1K+ 6.22% |
$1.97M - $2.08M
|
1.52M
$34.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.9K+ 5.02% |
$1.92M - $2.02M
|
1.82M
$41.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
86.8KNew |
$1.92M - $2.02M
|
86.8K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
78.6K+ 63.37% |
$1.74M - $1.83M
|
203K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
75.2K+ 9.57% |
$1.66M - $1.75M
|
861K
$19.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
72.8K+ 7.29% |
$1.61M - $1.7M
|
1.07M
$24.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70.9K+ 460.93% |
$1.57M - $1.65M
|
86.3K
$1.95M
|