Purchases and Sales Made in Q3 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q3 2025. 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 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.07M+ 1078.86% |
$46M - $47.5M
|
2.26M
$51.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42M+ 18.73% |
$31.7M - $32.7M
|
9.03M
$205M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
730K+ 25.43% |
$16.3M - $16.8M
|
3.6M
$81.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 25.17% |
$10.1M - $10.4M
|
2.25M
$51M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
250K+ 15.27% |
$5.57M - $5.74M
|
1.89M
$42.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
196K+ 15.5% |
$4.35M - $4.49M
|
1.46M
$33.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
180K+ 3.2% |
$4.01M - $4.14M
|
5.81M
$132M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
140K+ 35.68% |
$3.12M - $3.22M
|
533K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
132K+ 4.7% |
$2.94M - $3.03M
|
2.94M
$66.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
126K+ 10.17% |
$2.8M - $2.89M
|
1.36M
$30.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
112K+ 23.33% |
$2.49M - $2.56M
|
590K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 21.94% |
$2.26M - $2.33M
|
564K
$12.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
77.8K+ 10.4% |
$1.73M - $1.79M
|
826K
$18.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66.9K+ 6.32% |
$1.49M - $1.53M
|
1.13M
$25.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.7K+ 328.2% |
$1.46M - $1.51M
|
85.7K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65.1K+ 20.29% |
$1.45M - $1.49M
|
386K
$8.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
64.9K+ 60.24% |
$1.45M - $1.49M
|
173K
$3.92M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
62.5K+ 8.43% |
$1.39M - $1.43M
|
804K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
59.8KNew |
$1.33M - $1.37M
|
59.8K
$1.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
55.2K+ 9.87% |
$1.23M - $1.27M
|
614K
$13.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
51.9K+ 9.45% |
$1.16M - $1.19M
|
601K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
51.5K+ 12.0% |
$1.15M - $1.18M
|
481K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.5K+ 13.93% |
$1.06M - $1.09M
|
388K
$8.81M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.6K+ 4.03% |
$971K - $1M
|
1.13M
$25.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
41.7K+ 5.22% |
$930K - $958K
|
841K
$19.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
35.4K+ 115.52% |
$789K - $813K
|
66.1K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.1K+ 2.54% |
$738K - $760K
|
1.34M
$30.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
30.3K+ 34.7% |
$674K - $694K
|
117K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
29.7K+ 8.32% |
$662K - $682K
|
387K
$8.78M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24.1K+ 4.43% |
$537K - $553K
|
568K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
21.8K+ 12.77% |
$485K - $499K
|
192K
$4.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.7K+ 12.46% |
$482K - $497K
|
195K
$4.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20.9K+ 12.37% |
$466K - $480K
|
190K
$4.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
20K+ 9.08% |
$446K - $459K
|
240K
$5.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
19.9K+ 1.66% |
$444K - $458K
|
1.22M
$27.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.9K+ 1.87% |
$421K - $433K
|
1.03M
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.6K+ 5.17% |
$414K - $426K
|
378K
$8.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.2K+ 3.78% |
$406K - $419K
|
501K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
17.6K+ 112.0% |
$392K - $404K
|
33.3K
$755K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
17.2K+ 7.69% |
$383K - $395K
|
241K
$5.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
16.2K+ 6.62% |
$361K - $372K
|
261K
$5.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.2K+ 6.25% |
$360K - $371K
|
275K
$6.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
14.9K+ 6.46% |
$331K - $341K
|
245K
$5.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14.8K+ 15.95% |
$330K - $340K
|
108K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.7K+ 13.81% |
$305K - $315K
|
113K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
13.4K+ 12.86% |
$299K - $308K
|
118K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
13K+ 3.52% |
$290K - $299K
|
383K
$8.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.96% |
$262K - $270K
|
249K
$5.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 37.53% |
$249K - $257K
|
41K
$931K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.1K+ 25.23% |
$246K - $254K
|
54.9K
$1.25M
|