Purchases and Sales Made in Q1 2023 in Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
209K+ 121.54% |
N/A
|
381K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
198K+ 45.05% |
N/A
|
637K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
93.7KNew |
N/A
|
93.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.4K+ 99.91% |
N/A
|
167K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.5K+ 336.25% |
N/A
|
101K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76.5KNew |
N/A
|
76.5K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
54KNew |
N/A
|
54K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.6K+ 18.54% |
N/A
|
343K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
35K+ 173.62% |
N/A
|
55.1K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15K+ 49.04% |
N/A
|
45.4K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 29.21% |
N/A
|
53.1K
$0
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5.7K+ 6.32% |
N/A
|
95.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.03K+ 75.18% |
N/A
|
9.39K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.15K+ 220.49% |
N/A
|
4.58K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.4K+ 2350.98% |
N/A
|
2.5K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
986+ 2.65% |
N/A
|
38.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
125New |
N/A
|
125
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
112+ 9.46% |
N/A
|
1.3K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-12.2K- 5.66% |
N/A
|
203K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.5K- 16.85% |
N/A
|
71.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-435K- 93.55% |
N/A
|
30K
$0
|