Purchases and Sales Made in Q4 2023 in Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
835K+ 116.73% |
N/A
|
1.55M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
790K+ 706.45% |
N/A
|
902K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
778K+ 178.69% |
N/A
|
1.21M
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
570KNew |
N/A
|
570K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
543KNew |
N/A
|
543K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
440K+ 543.4% |
N/A
|
521K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
420K+ 206.98% |
N/A
|
623K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
291K+ 163.54% |
N/A
|
468K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
286K+ 82.9% |
N/A
|
630K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
181K+ 1848.15% |
N/A
|
191K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
137K+ 324.44% |
N/A
|
179K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
103KNew |
N/A
|
103K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
77.1K+ 115.04% |
N/A
|
144K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69.3KNew |
N/A
|
69.3K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
68.8KNew |
N/A
|
68.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
65K+ 65.0% |
N/A
|
165K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
60.3KNew |
N/A
|
60.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
60KNew |
N/A
|
60K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55.4K+ 9.64% |
N/A
|
631K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53.4K+ 379.06% |
N/A
|
67.5K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.2KNew |
N/A
|
53.2K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
50.2KNew |
N/A
|
50.2K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.7K+ 39.57% |
N/A
|
175K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.6K+ 26.06% |
N/A
|
240K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48.9K+ 145.92% |
N/A
|
82.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 364.06% |
N/A
|
56.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
44.1K+ 113.8% |
N/A
|
82.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.9K+ 12.26% |
N/A
|
384K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.2K+ 66.39% |
N/A
|
103K
$0
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
37.5KNew |
N/A
|
37.5K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
35.6KNew |
N/A
|
35.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.4KNew |
N/A
|
29.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
27.3K+ 20.73% |
N/A
|
159K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
23.9KNew |
N/A
|
23.9K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.5K+ 94.22% |
N/A
|
48.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23.3KNew |
N/A
|
23.3K
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
23.2K+ 19.63% |
N/A
|
141K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.5K+ 7.9% |
N/A
|
307K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
19.9KNew |
N/A
|
19.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
19.1K+ 381.0% |
N/A
|
24.1K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
18.5KNew |
N/A
|
18.5K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17.1K+ 157.49% |
N/A
|
28K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.2K+ 162.0% |
N/A
|
26.2K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
14.3K+ 56.81% |
N/A
|
39.4K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 3.66% |
N/A
|
381K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
13.2K+ 18.12% |
N/A
|
86.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|