Purchases and Sales Made in Q4 2024 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q4 2024. 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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.05MNew |
$23.3M - $24.4M
|
1.05M
$23.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
444K+ 22.54% |
$9.83M - $10.3M
|
2.42M
$53.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
351K+ 40.97% |
$7.77M - $8.14M
|
1.21M
$26.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
337K+ 8.29% |
$7.46M - $7.81M
|
4.4M
$98M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
318K+ 55.86% |
$7.03M - $7.36M
|
886K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
259KNew |
$5.74M - $6.01M
|
259K
$5.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
220K+ 50.29% |
$4.87M - $5.1M
|
657K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
165K+ 18.72% |
$3.65M - $3.83M
|
1.05M
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
162K+ 35.35% |
$3.58M - $3.75M
|
620K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
157KNew |
$3.47M - $3.63M
|
157K
$3.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
143K+ 306.7% |
$3.17M - $3.31M
|
190K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
120K+ 55.35% |
$2.66M - $2.78M
|
337K
$7.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
104K+ 9.67% |
$2.29M - $2.4M
|
1.17M
$26.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
96.5K+ 11.14% |
$2.14M - $2.24M
|
964K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
88.9K+ 8.46% |
$1.97M - $2.06M
|
1.14M
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
76.8K+ 59.22% |
$1.7M - $1.78M
|
207K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
68.7K+ 21.55% |
$1.52M - $1.59M
|
388K
$8.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
66.5K+ 74.85% |
$1.47M - $1.54M
|
155K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
66.1K+ 12.47% |
$1.46M - $1.53M
|
597K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
61.2KNew |
$1.36M - $1.42M
|
61.2K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
52.6K+ 117.84% |
$1.16M - $1.22M
|
97.2K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.9K+ 31.64% |
$1.13M - $1.18M
|
212K
$4.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45.2K+ 4.12% |
$1M - $1.05M
|
1.14M
$25.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
41.5K+ 21.29% |
$918K - $961K
|
236K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
40.6K+ 57.1% |
$900K - $942K
|
112K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
40KNew |
$884K - $926K
|
40K
$889K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
35.5K+ 12.98% |
$786K - $823K
|
309K
$6.88M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
34KNew |
$753K - $788K
|
34K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28.9KNew |
$640K - $670K
|
28.9K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28.6K+ 5.07% |
$634K - $663K
|
593K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
28.6K+ 5.55% |
$633K - $663K
|
544K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
24.9KNew |
$552K - $578K
|
24.9K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
24.3KNew |
$537K - $562K
|
24.3K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.3K+ 27.03% |
$516K - $540K
|
110K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.2KNew |
$424K - $444K
|
19.2K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.5KNew |
$387K - $406K
|
17.5K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.1KNew |
$379K - $397K
|
17.1K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.9K+ 2.95% |
$351K - $368K
|
554K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14K+ 23.62% |
$311K - $325K
|
73.4K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.9K+ 17.0% |
$285K - $299K
|
88.7K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7K+ 7.57% |
$282K - $295K
|
181K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.7K+ 17.72% |
$281K - $295K
|
84.5K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.5KNew |
$277K - $290K
|
12.5K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 13.41% |
$266K - $278K
|
102K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.2K+ 4.34% |
$226K - $236K
|
245K
$5.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.67KNew |
$214K - $224K
|
9.67K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.5K+ 33.77% |
$210K - $220K
|
37.6K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.13K+ 13.37% |
$202K - $211K
|
77.4K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.6K+ 9.49% |
$168K - $176K
|
87.6K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.5K+ 11.35% |
$166K - $174K
|
73.5K
$1.64M
|