Purchases and Sales Made in Q3 2023 in Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
575KNew |
N/A
|
575K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
248K+ 132.13% |
N/A
|
436K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 176.28% |
N/A
|
190K
$0
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
118KNew |
N/A
|
118K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 48.33% |
N/A
|
342K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 115.97% |
N/A
|
203K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.5K+ 681.53% |
N/A
|
112K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80.4K+ 39.42% |
N/A
|
284K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
72.8K+ 117.75% |
N/A
|
135K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
68KNew |
N/A
|
68K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
55.6K+ 489.84% |
N/A
|
67K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.1KNew |
N/A
|
42.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37.3K+ 26.59% |
N/A
|
178K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33.5KNew |
N/A
|
33.5K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.4K+ 4.44% |
N/A
|
715K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27.3K+ 434.18% |
N/A
|
33.6K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
25.1KNew |
N/A
|
25.1K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.9KNew |
N/A
|
24.9K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.3K+ 24.03% |
N/A
|
126K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 5.68% |
N/A
|
368K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
15K+ 128.98% |
N/A
|
26.6K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.1KNew |
N/A
|
14.1K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 11.75% |
N/A
|
113K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11K+ 44.63% |
N/A
|
35.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.4K+ 110.7% |
N/A
|
19.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.8KNew |
N/A
|
9.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.94K+ 14.68% |
N/A
|
62.1K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.36KNew |
N/A
|
6.36K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.88K+ 30.83% |
N/A
|
25K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.53K+ 8.55% |
N/A
|
70.2K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.75K+ 43.87% |
N/A
|
15.6K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.62K+ 3.39% |
N/A
|
110K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.97K+ 43.86% |
N/A
|
6.46K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
219+ 0.57% |
N/A
|
38.8K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.97K- 2.63% |
N/A
|
73K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-5.25K- 2.54% |
N/A
|
201K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.62K- 7.57% |
N/A
|
80.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.7K- 4.61% |
N/A
|
345K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-33.1K- 20.07% |
N/A
|
132K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-110K- 52.38% |
N/A
|
100K
$0
|