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 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11KNew |
$244K - $251K
|
11K
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.9K+ 56.36% |
$243K - $251K
|
30.3K
$688K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10.5K+ 67.84% |
$234K - $241K
|
26K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9.92K+ 2.87% |
$221K - $228K
|
355K
$8.06M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.6KNew |
$214K - $220K
|
9.6K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.91KNew |
$198K - $205K
|
8.91K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.85K+ 224.14% |
$197K - $203K
|
12.8K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.72K+ 13.71% |
$194K - $200K
|
72.3K
$1.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8.61K+ 8.01% |
$192K - $197K
|
116K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.5K+ 74.3% |
$189K - $195K
|
19.9K
$453K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14K+ 47.97% |
$181K - $187K
|
25.1K
$570K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.33K+ 65.47% |
$141K - $145K
|
16K
$363K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.07K+ 64.02% |
$135K - $139K
|
15.6K
$353K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.2K+ 7.01% |
$116K - $119K
|
79.4K
$1.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.13K+ 7.39% |
$114K - $118K
|
74.5K
$1.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.09K+ 9.25% |
$113K - $117K
|
60.2K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.91K+ 17.87% |
$109K - $113K
|
32.4K
$734K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.89K+ 6.49% |
$109K - $112K
|
80.3K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
4.87K+ 1.82% |
$108K - $112K
|
272K
$6.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.73K+ 36.03% |
$105K - $108K
|
17.8K
$405K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.35K+ 3.42% |
$96.9K - $99.8K
|
131K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.88K+ 4.04% |
$86.4K - $89.1K
|
100K
$2.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.77K+ 8.54% |
$84K - $86.6K
|
48K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.18K+ 18.22% |
$70.8K - $73K
|
20.6K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.05K+ 40.42% |
$67.9K - $70K
|
10.6K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.84K+ 34.39% |
$63.2K - $65.2K
|
11.1K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.74K+ 8.98% |
$60.9K - $62.8K
|
33.2K
$753K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.97K+ 8.47% |
$43.8K - $45.2K
|
25.2K
$572K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.61K+ 4.05% |
$35.9K - $37K
|
41.4K
$940K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.48K+ 3.04% |
$32.9K - $33.9K
|
50K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.4K+ 9.85% |
$31.1K - $32K
|
15.6K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 11.19% |
$24.5K - $25.2K
|
10.9K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
878+ 5.25% |
$19.6K - $20.2K
|
17.6K
$399K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
838+ 7.48% |
$18.7K - $19.2K
|
12K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
642+ 0.09% |
$14.3K - $14.7K
|
742K
$16.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
637+ 0.63% |
$14.2K - $14.6K
|
103K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
554+ 1.04% |
$12.3K - $12.7K
|
53.6K
$1.22M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
541+ 1.44% |
$12K - $12.4K
|
38.1K
$864K
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
418+ 2.54% |
$9.31K - $9.59K
|
16.9K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
341+ 0.85% |
$7.59K - $7.83K
|
40.6K
$922K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
335New |
$7.46K - $7.69K
|
335
$7.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
271+ 1.21% |
$6.04K - $6.22K
|
22.6K
$512K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
120+ 1.32% |
$2.67K - $2.75K
|
9.2K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
110+ 0.97% |
$2.45K - $2.52K
|
11.4K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 0.75% |
$2.38K - $2.46K
|
14.4K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 0.48% |
$891 - $918
|
8.32K
$189K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.02% |
$490 - $505
|
135K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$22.3 - $23
|
1
$22.7
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.16% |
$690 - $711
|
18.8K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-200- 1.46% |
$4.45K - $4.59K
|
13.5K
$306K
|