Latest Institutional Purchases of Capital Group Core Plus Income (CGMU)
This list provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.12M+ 2.95% |
N/A
|
39.1M
$0
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05M+ 67.74% |
N/A
|
2.61M
$0
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
707K+ 11.57% |
N/A
|
6.82M
$0
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
614K+ 33.11% |
N/A
|
2.47M
$0
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
578K+ 1240.29% |
N/A
|
625K
$0
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
532K+ 35.78% |
N/A
|
2.02M
$0
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
526K+ 40.38% |
N/A
|
1.83M
$0
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
417KNew |
N/A
|
417K
$0
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
312K+ 216.9% |
N/A
|
456K
$0
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
298KNew |
N/A
|
298K
$0
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
239K+ 19.88% |
N/A
|
1.44M
$0
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
173K+ 1558.78% |
N/A
|
185K
$0
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
171K+ 9.51% |
N/A
|
1.96M
$0
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
147K+ 6.79% |
N/A
|
2.32M
$0
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144K+ 12.6% |
N/A
|
1.28M
$0
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
136K+ 18.39% |
N/A
|
873K
$0
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
128KNew |
N/A
|
128K
$0
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
112KNew |
N/A
|
112K
$0
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
110K+ 397.12% |
N/A
|
137K
$0
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
107KNew |
N/A
|
107K
$0
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
94.8KNew |
N/A
|
94.8K
$0
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
78K+ 8.61% |
N/A
|
983K
$0
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
76.1KNew |
N/A
|
76.1K
$0
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
73.8KNew |
N/A
|
73.8K
$0
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64K+ 12.9% |
N/A
|
560K
$0
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
59.1KNew |
N/A
|
59.1K
$0
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56.9K+ 1609.93% |
N/A
|
60.4K
$0
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
54.9KNew |
N/A
|
54.9K
$0
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49.3KNew |
N/A
|
49.3K
$0
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48.9K+ 349.1% |
N/A
|
62.9K
$0
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
48.4KNew |
N/A
|
48.4K
$0
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
46.6K+ 32.22% |
N/A
|
191K
$0
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
43.3K+ 5.99% |
N/A
|
765K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.6K+ 9.32% |
N/A
|
464K
$0
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
39.5KNew |
N/A
|
39.5K
$0
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
39.1KNew |
N/A
|
39.1K
$0
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
38.8K+ 24.23% |
N/A
|
199K
$0
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
38.6KNew |
N/A
|
38.6K
$0
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
38.4KNew |
N/A
|
38.4K
$0
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37.8K+ 8.98% |
N/A
|
458K
$0
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
37.3KNew |
N/A
|
37.3K
$0
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.2K+ 331.16% |
N/A
|
45.8K
$0
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.5K+ 9.15% |
N/A
|
412K
$0
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.3K+ 57.75% |
N/A
|
93.7K
$0
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9K+ 17.25% |
N/A
|
224K
$0
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
32.1K+ 19.77% |
N/A
|
195K
$0
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.2K+ 36.41% |
N/A
|
109K
$0
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28.4K+ 3.83% |
N/A
|
768K
$0
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
28.1KNew |
N/A
|
28.1K
$0
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
26.7K+ 1.18% |
N/A
|
2.29M
$0
|