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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.34K+ 90.97% |
$49.1K - $53.6K
|
4.9K
$111K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.26K+ 12.17% |
$47.4K - $51.7K
|
20.8K
$469K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.2K+ 103.29% |
$46.2K - $50.4K
|
4.32K
$97.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.1K+ 300.0% |
$44.1K - $48.2K
|
2.8K
$63.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 37.47% |
$42.2K - $46.1K
|
7.37K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.99K+ 4.7% |
$41.8K - $45.6K
|
44.3K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
1.97K+ 2.3% |
$41.4K - $45.2K
|
87.5K
$1.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.96KNew |
$41.2K - $44.9K
|
1.96K
$44.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.81K+ 202.12% |
$38.1K - $41.6K
|
2.71K
$61.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.4KNew |
$29.4K - $32.1K
|
1.4K
$31.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.28K+ 0.12% |
$27K - $29.4K
|
1.04M
$23.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
949+ 3.01% |
$19.9K - $21.8K
|
32.4K
$731K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
949+ 3.01% |
$19.9K - $21.8K
|
32.4K
$731K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
779New |
$16.4K - $17.9K
|
779
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706+ 1.37% |
$14.8K - $16.2K
|
52.3K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
624+ 0.57% |
$13.1K - $14.3K
|
109K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
611New |
$12.8K - $14K
|
611
$13.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
383+ 0.73% |
$8.05K - $8.78K
|
53.2K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
125+ 0.59% |
$2.63K - $2.87K
|
21.4K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
80+ 0.28% |
$1.68K - $1.83K
|
28.4K
$641K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 0.15% |
$483 - $527
|
15.3K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$273 - $298
|
20.9K
$470K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10New |
$210 - $229
|
10
$226
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.24% |
$21 - $22.9
|
426
$9.61K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-207- 0.66% |
$4.35K - $4.75K
|
31.1K
$701K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-380- 2.09% |
$7.98K - $8.71K
|
17.8K
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-620- 1.88% |
$13K - $14.2K
|
32.3K
$728K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-881- 3.53% |
$18.5K - $20.2K
|
24.1K
$544K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-989- 3.88% |
$20.8K - $22.7K
|
24.5K
$552K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 3.99% |
$26.8K - $29.2K
|
30.6K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.48K- 7.91% |
$52.1K - $56.8K
|
28.9K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.59K- 0.29% |
$54.5K - $59.4K
|
895K
$20.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.96K- 9.37% |
$62.2K - $67.9K
|
28.7K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.42K- 12.16% |
$71.9K - $78.5K
|
24.7K
$557K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.88K- 32.5% |
$124K - $135K
|
12.2K
$276K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6.1K- 21.95% |
$128K - $140K
|
21.7K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 17.55% |
$218K - $237K
|
48.7K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.1K- 3.66% |
$255K - $278K
|
320K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.5K- 29.28% |
$494K - $539K
|
56.8K
$1.28M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-26.8K- 4.06% |
$564K - $615K
|
635K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.6K- 27.9% |
$726K - $793K
|
89.3K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-40.9K- 48.04% |
$860K - $939K
|
44.3K
$999K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-72.6K- 9.51% |
$1.53M - $1.67M
|
691K
$15.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-81.5K- 96.0% |
$1.71M - $1.87M
|
3.4K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-116K- 8.67% |
$2.44M - $2.66M
|
1.22M
$27.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-177K- 39.13% |
$3.72M - $4.06M
|
276K
$6.22M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-215K- 95.59% |
$4.51M - $4.92M
|
9.9K
$223K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-219K- 9.25% |
$4.61M - $5.03M
|
2.15M
$48.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-250K- 28.33% |
$5.25M - $5.73M
|
632K
$14.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.82M- 99.99% |
$80.3M - $87.6M
|
426
$9.61K
|