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 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
14.5K+ 13.23% |
$320K - $337K
|
124K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
14.3KNew |
$317K - $334K
|
14.3K
$325K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
14KNew |
$309K - $326K
|
14K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$309K - $325K
|
13.9K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 11.23% |
$298K - $314K
|
133K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.5K+ 141.47% |
$298K - $314K
|
23K
$520K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.9KNew |
$285K - $300K
|
12.9K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
12.8KNew |
$284K - $299K
|
12.8K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
12.6K+ 31.61% |
$278K - $293K
|
52.4K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
12.1K+ 82.41% |
$269K - $283K
|
26.9K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.9K+ 17.49% |
$264K - $278K
|
80K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.2K+ 18.41% |
$247K - $260K
|
71.7K
$1.62M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.1K+ 71.92% |
$245K - $258K
|
26.5K
$599K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
10.9K+ 11.94% |
$242K - $255K
|
102K
$2.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.5K+ 16.62% |
$232K - $245K
|
73.7K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10KNew |
$222K - $234K
|
10K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.34K+ 12.69% |
$207K - $218K
|
83K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.1K+ 12.2% |
$201K - $212K
|
83.7K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.58KNew |
$190K - $200K
|
8.58K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.4K+ 42.6% |
$186K - $196K
|
28.1K
$637K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.16K+ 67.97% |
$180K - $190K
|
20.2K
$456K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.1K+ 58.93% |
$179K - $189K
|
21.9K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.68K+ 6.38% |
$170K - $179K
|
128K
$2.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.45K+ 74.0% |
$165K - $174K
|
17.5K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.94K+ 31.41% |
$154K - $162K
|
29K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.94K+ 23.43% |
$153K - $162K
|
36.5K
$827K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.62K+ 19.33% |
$146K - $154K
|
40.9K
$925K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.35K+ 27.75% |
$140K - $148K
|
29.2K
$661K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.99K+ 2.62% |
$132K - $140K
|
235K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.47K+ 151.85% |
$121K - $127K
|
9.06K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.54K+ 16.73% |
$100K - $106K
|
31.7K
$717K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
4.37K+ 33.78% |
$96.7K - $102K
|
17.3K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.79K+ 57.35% |
$83.9K - $88.4K
|
10.4K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.54K+ 0.57% |
$78.3K - $82.5K
|
628K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.42K+ 3.35% |
$75.5K - $79.6K
|
105K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.38K+ 4.98% |
$74.7K - $78.7K
|
71.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.26K+ 16.52% |
$72.2K - $76.1K
|
23K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.08K+ 11.75% |
$68K - $71.7K
|
29.3K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.61K+ 135.01% |
$57.7K - $60.8K
|
4.54K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.3KNew |
$50.9K - $53.7K
|
2.3K
$52.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.25K+ 0.18% |
$49.8K - $52.5K
|
1.27M
$28.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
2.25K+ 0.72% |
$49.8K - $52.4K
|
316K
$7.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.23K+ 9.23% |
$49.3K - $52K
|
26.4K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.01K+ 69.29% |
$44.4K - $46.8K
|
4.91K
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.95K+ 1.4% |
$43.2K - $45.5K
|
141K
$3.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.93K+ 13.69% |
$42.7K - $45K
|
16K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69K+ 3.16% |
$37.4K - $39.4K
|
55.2K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49KNew |
$33K - $34.8K
|
1.49K
$33.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 1.6% |
$29.8K - $31.4K
|
85.5K
$1.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.27K+ 3.48% |
$28K - $29.6K
|
37.7K
$852K
|