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 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 1.4% |
$27.4K - $28.9K
|
89.6K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 0.14% |
$25.9K - $27.3K
|
864K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.15K+ 10.63% |
$25.3K - $26.7K
|
11.9K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.12K+ 2.3% |
$24.8K - $26.1K
|
49.7K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03K+ 41.6% |
$22.7K - $23.9K
|
3.5K
$79.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
962+ 6.94% |
$21.3K - $22.4K
|
14.8K
$335K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
704+ 4.4% |
$15.6K - $16.4K
|
16.7K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
649+ 2.41% |
$14.4K - $15.1K
|
27.5K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
590+ 49.83% |
$13.1K - $13.8K
|
1.77K
$40.1K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
333+ 2.24% |
$7.37K - $7.76K
|
15.2K
$343K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
283+ 2.23% |
$6.26K - $6.6K
|
13K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
280+ 1.26% |
$6.19K - $6.53K
|
22.5K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
256+ 1.84% |
$5.66K - $5.97K
|
14.2K
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47+ 0.57% |
$1.04K - $1.1K
|
8.27K
$187K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
23+ 0.83% |
$509 - $536
|
2.79K
$63.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.04% |
$44.2 - $46.6
|
4.95K
$112K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-103- 1.14% |
$2.28K - $2.4K
|
8.96K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-115- 0.4% |
$2.54K - $2.68K
|
28.5K
$646K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-119- 0.27% |
$2.63K - $2.77K
|
44.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-425- 4.45% |
$9.4K - $9.91K
|
9.13K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-466- 1.9% |
$10.3K - $10.9K
|
24K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1K- 7.5% |
$22.1K - $23.3K
|
12.3K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.2K- 4.77% |
$26.6K - $28.1K
|
24K
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.33K- 1.22% |
$29.4K - $31K
|
108K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.13K- 4.91% |
$47K - $49.6K
|
41.2K
$932K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 9.48% |
$48K - $50.6K
|
20.7K
$469K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.4K- 7.14% |
$75.1K - $79.1K
|
44.1K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.47K- 16.19% |
$76.7K - $80.9K
|
18K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.39K- 16.04% |
$97.1K - $102K
|
23K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.97K- 16.51% |
$110K - $116K
|
25.2K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.98K- 6.93% |
$110K - $116K
|
66.9K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.68K- 33.24% |
$148K - $156K
|
13.4K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7.69K- 25.17% |
$170K - $179K
|
22.8K
$517K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10K- 11.69% |
$222K - $234K
|
75.8K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-14.8K- 11.47% |
$327K - $345K
|
114K
$2.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.3K- 5.21% |
$559K - $589K
|
460K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.1K- 18.17% |
$998K - $1.05M
|
203K
$4.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-187K- 17.92% |
$4.14M - $4.36M
|
858K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-705K- 52.29% |
$15.6M - $16.4M
|
643K
$14.6M
|