Institutional Ownership Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 63.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,384,627
shares
|
$97 Million
0.02% of portfolio
|
Q1 2024
Added 111.82%
|
|
|
Capital International Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
4,365,332
shares
|
$96.6 Million
0.02% of portfolio
|
Q1 2024
Added 141.21%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2024 Q1 2024 |
3,325,039
shares
|
$73.6 Million
13.05% of portfolio
|
Q1 2024
Added 13.87%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,864,931
shares
|
$63.4 Million
0.02% of portfolio
|
Q1 2024
Added 24.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,649,633
shares
|
$58.6 Million
0.03% of portfolio
|
Q1 2024
Added 35.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,551,928
shares
|
$56.5 Million
0.14% of portfolio
|
Q1 2024
Added 594.53%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 07, 2024 Q1 2024 |
2,488,083
shares
|
$55.1 Million
8.79% of portfolio
|
Q1 2024
Added 15.58%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,228,994
shares
|
$49.3 Million
0.02% of portfolio
|
Q1 2024
Added 24.34%
|
|
|
Souders Financial Advisors
|
May 08, 2024 Q1 2024 |
2,098,985
shares
|
$46.5 Million
7.73% of portfolio
|
Q1 2024
Added 10.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,677,271
shares
|
$37.1 Million
0.04% of portfolio
|
Q1 2024
Added 17.82%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,651,521
shares
|
$36.5 Million
0.06% of portfolio
|
Q1 2024
Added 27.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,604,867
shares
|
$35.5 Million
0.15% of portfolio
|
Q1 2024
Added 20.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,437,074
shares
|
$31.8 Million
0.01% of portfolio
|
Q1 2024
Added 121.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,379,757
shares
|
$30.5 Million
0.07% of portfolio
|
Q1 2024
Added 657.74%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
1,346,623
shares
|
$29.8 Million
0.09% of portfolio
|
Q1 2024
Added 13.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,275,386
shares
|
$28.2 Million
0.03% of portfolio
|
Q1 2024
Added 101.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,145,465
shares
|
$25.3 Million
0.06% of portfolio
|
Q1 2024
Reduced 58.89%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 18, 2024 Q1 2024 |
1,070,878
shares
|
$23.7 Million
4.51% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Iam Advisory, LLC
|
Apr 15, 2024 Q1 2024 |
1,037,253
shares
|
$23 Million
6.39% of portfolio
|
Q1 2024
Added 79.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,013,564
shares
|
$22.4 Million
0.02% of portfolio
|
Q1 2024
Added 67.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
991,141
shares
|
$21.9 Million
0.09% of portfolio
|
Q1 2024
Added 5.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
979,243
shares
|
$21.7 Million
0.03% of portfolio
|
Q1 2024
Added 10.88%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 30, 2024 Q1 2024 |
934,264
shares
|
$20.7 Million
8.51% of portfolio
|
Q1 2024
Added 5.84%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2024 Q1 2024 |
929,570
shares
|
$20.6 Million
1.36% of portfolio
|
Q1 2024
Added 3.91%
|
|
|
Bernardo Wealth Planning LLC
|
May 07, 2024 Q1 2024 |
790,150
shares
|
$17.5 Million
4.94% of portfolio
|
Q1 2024
Added 14.94%
|
|