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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15.9K+ 0.42% |
$352K - $368K
|
3.84M
$85M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.9K+ 2.95% |
$351K - $368K
|
554K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.1K+ 43.94% |
$333K - $349K
|
49.3K
$1.09M
|
|
|
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
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7K+ 7.57% |
$282K - $295K
|
181K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.7K+ 17.72% |
$281K - $295K
|
84.5K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.6K+ 105.28% |
$278K - $291K
|
24.5K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.5KNew |
$277K - $290K
|
12.5K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
12K+ 13.41% |
$266K - $278K
|
102K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8K+ 3.58% |
$262K - $274K
|
342K
$7.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.7KNew |
$259K - $272K
|
11.7K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$255K - $267K
|
11.5K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.4K+ 9.53% |
$252K - $264K
|
131K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.2K+ 4.34% |
$226K - $236K
|
245K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10.1KNew |
$224K - $234K
|
10.1K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.89K+ 8.44% |
$219K - $229K
|
127K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.67KNew |
$214K - $224K
|
9.67K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.5K+ 33.77% |
$210K - $220K
|
37.6K
$833K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.22K+ 16.72% |
$204K - $214K
|
64.4K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.13K+ 13.37% |
$202K - $211K
|
77.4K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.09K+ 20.55% |
$201K - $211K
|
53.3K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8.83K+ 97.36% |
$195K - $204K
|
17.9K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.78K+ 30.24% |
$194K - $204K
|
37.8K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.7K+ 23.99% |
$170K - $178K
|
39.8K
$881K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.61K+ 28.29% |
$168K - $176K
|
34.5K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.6K+ 9.49% |
$168K - $176K
|
87.6K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.5K+ 11.35% |
$166K - $174K
|
73.5K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
7.28K+ 5.87% |
$161K - $169K
|
131K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
7.01K+ 10.78% |
$155K - $162K
|
72K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.98KNew |
$154K - $162K
|
6.98K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.48K+ 22.7% |
$143K - $150K
|
35K
$776K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.28K+ 15.37% |
$139K - $145K
|
47.1K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.44K+ 9.33% |
$120K - $126K
|
63.7K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.09K+ 2.38% |
$113K - $118K
|
218K
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 5.84% |
$108K - $113K
|
88.6K
$1.96M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.81KNew |
$106K - $111K
|
4.81K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.58K+ 3.24% |
$101K - $106K
|
146K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.47K+ 15.32% |
$99K - $104K
|
33.7K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.91K+ 28.02% |
$86.5K - $90.5K
|
17.9K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.89K+ 5.28% |
$86.1K - $90.2K
|
77.6K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
3.67K+ 0.43% |
$81.2K - $85K
|
865K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.47K+ 25.84% |
$76.7K - $80.4K
|
16.9K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.45K+ 4.18% |
$76.4K - $80K
|
85.9K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3K+ 7.96% |
$66.3K - $69.5K
|
40.7K
$901K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.95K+ 19.91% |
$65.3K - $68.4K
|
17.8K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.89K+ 82.55% |
$63.9K - $66.9K
|
6.38K
$141K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.59K+ 4.86% |
$57.2K - $59.9K
|
55.8K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.45KNew |
$54.2K - $56.8K
|
2.45K
$54.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.44K+ 4.66% |
$54K - $56.5K
|
54.8K
$1.21M
|