Purchases and Sales Made in Q4 2023 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.25M+ 223.7% |
$26.3M - $28.7M
|
1.81M
$40.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2M+ 537.69% |
$25.2M - $27.5M
|
1.42M
$32.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
894K+ 63.29% |
$18.8M - $20.5M
|
2.31M
$52M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
763K+ 58.33% |
$16M - $17.5M
|
2.07M
$46.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
673K+ 86.36% |
$14.1M - $15.4M
|
1.45M
$32.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
617K+ 46.23% |
$13M - $14.1M
|
1.95M
$44M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
611K+ 28.11% |
$12.8M - $14M
|
2.79M
$62.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
560K+ 1257.74% |
$11.8M - $12.8M
|
604K
$13.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
447K+ 3688.68% |
$9.39M - $10.2M
|
459K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
388KNew |
$8.14M - $8.89M
|
388K
$8.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
384KNew |
$8.07M - $8.81M
|
384K
$8.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
370K+ 72.22% |
$7.78M - $8.49M
|
883K
$19.9M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
349KNew |
$7.32M - $7.99M
|
349K
$7.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
313KNew |
$6.57M - $7.17M
|
313K
$7.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
273K+ 16.83% |
$5.73M - $6.25M
|
1.89M
$42.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
258K+ 9.71% |
$5.43M - $5.93M
|
2.92M
$65.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
256K+ 37.51% |
$5.38M - $5.88M
|
939K
$21.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227K+ 23.65% |
$4.77M - $5.21M
|
1.19M
$26.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225KNew |
$4.72M - $5.15M
|
225K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
206K+ 12.95% |
$4.32M - $4.71M
|
1.79M
$40.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
201K+ 28743.43% |
$4.23M - $4.61M
|
202K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
201KNew |
$4.22M - $4.6M
|
201K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
197K+ 638.24% |
$4.14M - $4.52M
|
228K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
174K+ 132.23% |
$3.66M - $3.99M
|
306K
$6.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 13.31% |
$3.19M - $3.48M
|
1.29M
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
141K+ 27.88% |
$2.97M - $3.24M
|
648K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
127K+ 57.2% |
$2.66M - $2.9M
|
348K
$7.84M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
126KNew |
$2.64M - $2.88M
|
126K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 240.94% |
$2.35M - $2.56M
|
158K
$3.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
108K+ 18.72% |
$2.28M - $2.49M
|
687K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
106KNew |
$2.22M - $2.43M
|
106K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
103K+ 24.92% |
$2.16M - $2.35M
|
514K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
90.7K+ 24.66% |
$1.91M - $2.08M
|
459K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
90.4K+ 366.76% |
$1.9M - $2.07M
|
115K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
84KNew |
$1.77M - $1.93M
|
84K
$1.89M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80.6K+ 11.76% |
$1.69M - $1.85M
|
766K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
74.8KNew |
$1.57M - $1.72M
|
74.8K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.2K+ 39.92% |
$1.54M - $1.68M
|
256K
$5.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
66.8K+ 10.47% |
$1.4M - $1.53M
|
705K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60.4K+ 49.59% |
$1.27M - $1.38M
|
182K
$4.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
56.5K+ 413.01% |
$1.19M - $1.3M
|
70.2K
$1.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
56.4K+ 96.73% |
$1.19M - $1.29M
|
115K
$2.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
56.2KNew |
$1.18M - $1.29M
|
56.2K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.9K+ 359.98% |
$1.17M - $1.28M
|
71.4K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
53KNew |
$1.11M - $1.22M
|
53K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52K+ 36.23% |
$1.09M - $1.19M
|
196K
$4.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
49K+ 69.57% |
$1.03M - $1.12M
|
119K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48.9K+ 20.81% |
$1.03M - $1.12M
|
284K
$6.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
45.8K+ 5.48% |
$963K - $1.05M
|
883K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.1K+ 3.42% |
$927K - $1.01M
|
1.33M
$30.1M
|