Purchases and Sales Made in Q4 2022 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.04MNew |
$22.3M - $23.7M
|
1.04M
$23.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
711K+ 826.74% |
$15.3M - $16.2M
|
797K
$18M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
542KNew |
$11.7M - $12.4M
|
542K
$12.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
513K+ 1942.48% |
$11M - $11.7M
|
540K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
303KNew |
$6.52M - $6.92M
|
303K
$6.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
299K+ 137.0% |
$6.42M - $6.82M
|
517K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
243K+ 185.2% |
$5.23M - $5.56M
|
375K
$8.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
216K+ 75.17% |
$4.64M - $4.93M
|
503K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
149K+ 27.44% |
$3.19M - $3.39M
|
690K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 164.23% |
$3.18M - $3.37M
|
238K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
147KNew |
$3.17M - $3.37M
|
147K
$3.32M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
144KNew |
$3.09M - $3.28M
|
144K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
142K+ 17.45% |
$3.06M - $3.25M
|
959K
$21.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
142K+ 286.93% |
$3.05M - $3.25M
|
192K
$4.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
140KNew |
$3.01M - $3.2M
|
140K
$3.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
89.4K+ 206.8% |
$1.92M - $2.04M
|
133K
$2.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
86.6K+ 20.66% |
$1.86M - $1.98M
|
506K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
78.9K+ 6.48% |
$1.7M - $1.8M
|
1.3M
$29.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
78.6KNew |
$1.69M - $1.8M
|
78.6K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
61.2K+ 28.82% |
$1.31M - $1.4M
|
273K
$6.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47.7K+ 267.95% |
$1.02M - $1.09M
|
65.5K
$1.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
47.4KNew |
$1.02M - $1.08M
|
47.4K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47.3K+ 96.07% |
$1.02M - $1.08M
|
96.5K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
38.1K+ 352.35% |
$818K - $869K
|
48.9K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.6KNew |
$764K - $812K
|
35.6K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.6KNew |
$701K - $745K
|
32.6K
$736K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
32.6KNew |
$701K - $744K
|
32.6K
$735K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
32.1KNew |
$689K - $732K
|
32.1K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.1K+ 100.34% |
$582K - $619K
|
54.1K
$1.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.7KNew |
$553K - $587K
|
25.7K
$580K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
24.4KNew |
$524K - $557K
|
24.4K
$550K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.8K+ 137.68% |
$447K - $474K
|
35.9K
$809K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
20.2K+ 63.9% |
$433K - $460K
|
51.7K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
18.3KNew |
$394K - $418K
|
18.3K
$413K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
18.2KNew |
$392K - $416K
|
18.2K
$411K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
17.2KNew |
$370K - $393K
|
17.2K
$388K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16.8KNew |
$360K - $383K
|
16.8K
$378K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.4KNew |
$309K - $328K
|
14.4K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 2.87% |
$301K - $320K
|
503K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5K+ 13.88% |
$291K - $309K
|
111K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13KNew |
$280K - $298K
|
13K
$294K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.5KNew |
$248K - $264K
|
11.5K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5KNew |
$246K - $262K
|
11.5K
$258K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.1KNew |
$238K - $253K
|
11.1K
$250K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.9K+ 23.36% |
$235K - $249K
|
57.7K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$234K - $249K
|
10.9K
$246K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.96KNew |
$214K - $227K
|
9.96K
$225K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.25KNew |
$199K - $211K
|
9.25K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.87KNew |
$169K - $180K
|
7.87K
$177K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.7K+ 1675.0% |
$144K - $153K
|
7.1K
$160K
|