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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.1K+ 37.18% |
N/A
|
59.4K
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15.7K+ 49.47% |
N/A
|
47.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.5K+ 23.95% |
N/A
|
80.2K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15K+ 15.6% |
N/A
|
111K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.7K+ 11.34% |
N/A
|
145K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13KNew |
N/A
|
13K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11.8K+ 10.0% |
N/A
|
130K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 8.32% |
N/A
|
153K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.41KNew |
N/A
|
9.41K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.36KNew |
N/A
|
9.36K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.25K+ 16.14% |
N/A
|
66.6K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.78KNew |
N/A
|
8.78K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.76KNew |
N/A
|
8.76K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.42KNew |
N/A
|
8.42K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.76K+ 24.23% |
N/A
|
39.8K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
7.4KNew |
N/A
|
7.4K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.29KNew |
N/A
|
7.29K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.22KNew |
N/A
|
7.22K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.83K+ 26.58% |
N/A
|
32.5K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.4K+ 7.46% |
N/A
|
92.1K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.37K+ 20.55% |
N/A
|
37.4K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.98K+ 96.4% |
N/A
|
12.2K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.9K+ 8.49% |
N/A
|
75.4K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.4K+ 65.06% |
N/A
|
13.7K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
5.34K+ 49.73% |
N/A
|
16.1K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.12K+ 27.16% |
N/A
|
24K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.01K+ 4.06% |
N/A
|
128K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.89K+ 3.1% |
N/A
|
162K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.86K+ 53.22% |
N/A
|
14K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.44K+ 41.72% |
N/A
|
15.1K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.33K+ 2.4% |
N/A
|
185K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.17K+ 4.41% |
N/A
|
98.7K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.79K+ 91.69% |
N/A
|
7.92K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.53KNew |
N/A
|
3.53K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.17K+ 7.11% |
N/A
|
47.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55K+ 31.64% |
N/A
|
10.6K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.37K+ 2.06% |
N/A
|
117K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.11K+ 7.5% |
N/A
|
30.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.94K+ 74.08% |
N/A
|
4.55K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.87K+ 20.37% |
N/A
|
11K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1.83K+ 2.82% |
N/A
|
66.6K
$0
|