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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
70.1K+ 15.75% |
$1.55M - $1.63M
|
516K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
69.2K+ 26.91% |
$1.53M - $1.61M
|
327K
$7.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
66KNew |
$1.46M - $1.54M
|
66K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
65KNew |
$1.44M - $1.51M
|
65K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
63.9K+ 61.17% |
$1.41M - $1.49M
|
168K
$3.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
63.8K+ 42.64% |
$1.41M - $1.49M
|
213K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
63.4K+ 71.39% |
$1.4M - $1.48M
|
152K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58.3KNew |
$1.29M - $1.36M
|
58.3K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
53.6K+ 12.07% |
$1.18M - $1.25M
|
498K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
53.5K+ 24.32% |
$1.18M - $1.25M
|
274K
$6.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
53.2KNew |
$1.18M - $1.24M
|
53.2K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
50.1K+ 10.44% |
$1.11M - $1.17M
|
530K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
49.9K+ 6.13% |
$1.1M - $1.16M
|
864K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46.6KNew |
$1.03M - $1.09M
|
46.6K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
45.5KNew |
$1.01M - $1.06M
|
45.5K
$1.03M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
43.7K+ 5.34% |
$967K - $1.02M
|
862K
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
42.7K+ 9.76% |
$945K - $995K
|
480K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
41.5K+ 6.48% |
$918K - $967K
|
682K
$15.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40.3K+ 50.99% |
$892K - $940K
|
119K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.3K+ 31.2% |
$847K - $892K
|
161K
$3.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37.8KNew |
$835K - $880K
|
37.8K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.2K+ 22.99% |
$823K - $868K
|
199K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35.3K+ 19.43% |
$780K - $822K
|
217K
$4.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
34.4K+ 4.81% |
$762K - $803K
|
751K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.3KNew |
$758K - $799K
|
34.3K
$775K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
33.7K+ 3.17% |
$746K - $786K
|
1.1M
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.2K+ 21.31% |
$734K - $773K
|
189K
$4.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32K+ 88.3% |
$708K - $746K
|
68.2K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
31.4K+ 61.46% |
$695K - $732K
|
82.5K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30.9K+ 127.89% |
$685K - $721K
|
55.1K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
30.6K+ 35.4% |
$677K - $714K
|
117K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
30.5K+ 173.92% |
$676K - $712K
|
48.1K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
30KNew |
$664K - $699K
|
30K
$679K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
29.5K+ 91.77% |
$653K - $688K
|
61.7K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27.6K+ 4.54% |
$610K - $643K
|
635K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26.7K+ 45.59% |
$590K - $622K
|
85.2K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.3K+ 35.32% |
$581K - $613K
|
101K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
23.8K+ 17.94% |
$526K - $554K
|
156K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
22.4K+ 41.44% |
$495K - $522K
|
76.4K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.4K+ 7.28% |
$495K - $522K
|
330K
$7.47M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
22.2KNew |
$491K - $518K
|
22.2K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.4K+ 19.74% |
$473K - $498K
|
130K
$2.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21.1K+ 75.75% |
$466K - $491K
|
48.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.9KNew |
$462K - $487K
|
20.9K
$473K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20.3K+ 84.96% |
$450K - $474K
|
44.3K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.9K+ 120.22% |
$439K - $463K
|
36.4K
$823K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 26.13% |
$407K - $429K
|
88.8K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18K+ 43.46% |
$398K - $420K
|
59.4K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.5K+ 105.57% |
$365K - $384K
|
32.1K
$726K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.6K+ 12.36% |
$344K - $363K
|
141K
$3.2M
|