Latest Institutional Transactions on Capital Group Core Plus Income (CGMU)
This table provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGMU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
56.8K+ 17.13% |
N/A
|
388K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-142K- 86.75% |
N/A
|
21.6K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.2K+ 12.01% |
N/A
|
561K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-9.72K- 20.24% |
N/A
|
38.3K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-3.75K- 4.62% |
N/A
|
77.3K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.27K- 2.56% |
N/A
|
48.3K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
20+ 0.12% |
N/A
|
16.1K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.6K+ 9.63% |
N/A
|
98K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.89KNew |
N/A
|
8.89K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-72K- 74.75% |
N/A
|
24.3K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.86KNew |
N/A
|
7.86K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-24.3K- 11.57% |
N/A
|
186K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
7.95K+ 10.63% |
N/A
|
82.8K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40.4K+ 30.31% |
N/A
|
174K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.9K+ 16.18% |
N/A
|
99.9K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.54K+ 4.13% |
N/A
|
89.1K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.53K+ 7.29% |
N/A
|
66.6K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
360+ 3.99% |
N/A
|
9.38K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-910- 53.06% |
N/A
|
805
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
83.3KNew |
N/A
|
83.3K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.33K+ 3.17% |
N/A
|
43.3K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-23.4K- 16.23% |
N/A
|
121K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.51K+ 2.52% |
N/A
|
61.2K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
128KNew |
N/A
|
128K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
646+ 49.09% |
N/A
|
1.96K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-731- 2.87% |
N/A
|
24.8K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
26.2K+ 121.15% |
N/A
|
47.9K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.54K- 2.24% |
N/A
|
198K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
28.5K+ 75.24% |
N/A
|
66.3K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.7K+ 31.06% |
N/A
|
45K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.11K+ 161.55% |
N/A
|
8.28K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
90+ 0.84% |
N/A
|
10.8K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.98K+ 81.76% |
N/A
|
4.4K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 26.48% |
N/A
|
11K
$0
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 6.4% |
N/A
|
27.2K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.69K+ 55.16% |
N/A
|
13.2K
$0
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54.9K- 7.74% |
N/A
|
654K
$0
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9.18KNew |
N/A
|
9.18K
$0
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
34K+ 11.32% |
N/A
|
334K
$0
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
120KNew |
N/A
|
120K
$0
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.22K+ 3.07% |
N/A
|
41K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.07M+ 113.34% |
N/A
|
3.9M
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.9K+ 1183.37% |
N/A
|
25.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
110K+ 966.67% |
N/A
|
122K
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
89.1K+ 20.4% |
N/A
|
526K
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-97.7K- 76.59% |
N/A
|
29.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.7K+ 42.5% |
N/A
|
52.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
80.1K+ 73.19% |
N/A
|
189K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.3K+ 31.14% |
N/A
|
60.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
69.2KNew |
N/A
|
69.2K
$0
|
|