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 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.3K+ 30.96% |
$783K - $855K
|
158K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
32.6K+ 8.03% |
$684K - $747K
|
438K
$9.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30.5K+ 115.01% |
$641K - $699K
|
57K
$1.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
28.9K+ 5.13% |
$606K - $662K
|
591K
$13.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
27.9K+ 75.77% |
$586K - $640K
|
64.7K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.4K+ 35.4% |
$512K - $559K
|
93.3K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.2K+ 58.25% |
$509K - $556K
|
65.9K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23.1KNew |
$485K - $529K
|
23.1K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 20.81% |
$483K - $528K
|
134K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
22.7K+ 192.3% |
$478K - $521K
|
34.6K
$779K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
22KNew |
$463K - $505K
|
22K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
21KNew |
$442K - $482K
|
21K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20K+ 642.67% |
$419K - $458K
|
23.1K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18.5KNew |
$389K - $424K
|
18.5K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.5K+ 16.37% |
$346K - $377K
|
117K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$339K - $370K
|
16.1K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.5K+ 8.98% |
$306K - $334K
|
176K
$3.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$302K - $330K
|
14.4K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
14KNew |
$295K - $321K
|
14K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
$282K - $308K
|
13.4K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
13.1KNew |
$276K - $301K
|
13.1K
$296K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
12.9KNew |
$271K - $296K
|
12.9K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
12.7KNew |
$267K - $291K
|
12.7K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.7KNew |
$267K - $291K
|
12.7K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 16.53% |
$266K - $290K
|
89.3K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.5K+ 100.37% |
$262K - $286K
|
24.9K
$562K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 39.32% |
$260K - $283K
|
43.8K
$988K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10.9K+ 2.36% |
$229K - $250K
|
473K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
10.5KNew |
$220K - $241K
|
10.5K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.47K+ 16.09% |
$199K - $217K
|
68.3K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.36K+ 99.05% |
$197K - $215K
|
18.8K
$424K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9.07KNew |
$191K - $208K
|
9.07K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.04KNew |
$190K - $207K
|
9.04K
$204K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9K+ 57.17% |
$189K - $206K
|
24.8K
$558K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.33K+ 4.12% |
$175K - $191K
|
210K
$4.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.52K+ 67.03% |
$158K - $172K
|
18.7K
$422K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
7.39K+ 1.3% |
$155K - $170K
|
578K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.25K+ 90.36% |
$152K - $166K
|
15.3K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.22KNew |
$152K - $166K
|
7.22K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.08K+ 44.28% |
$149K - $162K
|
23.1K
$520K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.73K+ 13.55% |
$141K - $154K
|
56.3K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.59K+ 49.29% |
$139K - $151K
|
20K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.02K+ 15.69% |
$126K - $138K
|
44.4K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.7K+ 2.61% |
$120K - $131K
|
224K
$5.05M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
5.69K+ 34.81% |
$120K - $130K
|
22K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93KNew |
$104K - $113K
|
4.93K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.1K+ 9.34% |
$86.1K - $94K
|
48K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.01K+ 32.4% |
$84.3K - $92K
|
16.4K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.99K+ 3.95% |
$83.9K - $91.5K
|
105K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.43KNew |
$50.9K - $55.6K
|
2.43K
$54.7K
|