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 255 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
20,838,254
shares
|
$462 Million
0.1% of portfolio
|
Q1 2025
Added 53.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,792,303
shares
|
$306 Million
0.02% of portfolio
|
Q1 2025
Added 27.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,405,221
shares
|
$275 Million
0.11% of portfolio
|
Q1 2025
Added 45.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,010,667
shares
|
$267 Million
0.06% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
5,536,984
shares
|
$123 Million
19.92% of portfolio
|
Q1 2025
Added 25.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,247,876
shares
|
$116 Million
0.04% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,859,643
shares
|
$108 Million
0.22% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,605,576
shares
|
$102 Million
0.09% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,472,790
shares
|
$99.3 Million
0.04% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,295,651
shares
|
$95.3 Million
0.02% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,021,493
shares
|
$89.2 Million
11.26% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,164,414
shares
|
$70.2 Million
0.1% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,702,229
shares
|
$60 Million
0.01% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
2,678,280
shares
|
$59.4 Million
9.38% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,663,328
shares
|
$59.1 Million
0.17% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,479,858
shares
|
$55 Million
0.04% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,174,200
shares
|
$48.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,134,399
shares
|
$47.4 Million
1.49% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,035,843
shares
|
$45.2 Million
0.11% of portfolio
|
Q1 2025
Added 74.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,890,978
shares
|
$42 Million
0.14% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,880,577
shares
|
$41.7 Million
0.05% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,636,597
shares
|
$36.3 Million
14.23% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,553,363
shares
|
$34.5 Million
0.07% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,477,892
shares
|
$32.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,411,248
shares
|
$31.3 Million
0.08% of portfolio
|
Q1 2025
Added 22.65%
|