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 211 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $2.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
11,038,623
shares
|
$247 Million
0.05% of portfolio
|
Q3 2024
Added 32.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,303,459
shares
|
$186 Million
0.04% of portfolio
|
Q3 2024
Added 42.76%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,575,752
shares
|
$170 Million
0.01% of portfolio
|
Q3 2024
Added 98.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,490,411
shares
|
$123 Million
0.06% of portfolio
|
Q3 2024
Added 69.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,233,308
shares
|
$94.8 Million
0.22% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,065,051
shares
|
$91.1 Million
14.97% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,887,983
shares
|
$87.1 Million
0.03% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
3,819,672
shares
|
$85.6 Million
10.69% of portfolio
|
Q3 2024
Added 39.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,490,860
shares
|
$78.2 Million
0.02% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,432,262
shares
|
$76.9 Million
0.07% of portfolio
|
Q3 2024
Added 78.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,620,974
shares
|
$58.7 Million
0.09% of portfolio
|
Q3 2024
Added 38.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,479,858
shares
|
$55.5 Million
0.04% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
2,318,191
shares
|
$51.9 Million
7.85% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,034,038
shares
|
$45.6 Million
0.17% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,970,739
shares
|
$44.1 Million
0.13% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,955,376
shares
|
$43.8 Million
0.01% of portfolio
|
Q3 2024
Added 19.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,818,591
shares
|
$40.7 Million
0.1% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,725,798
shares
|
$38.7 Million
1.27% of portfolio
|
Q3 2024
Added 46.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,535,181
shares
|
$34.4 Million
0.04% of portfolio
|
Q3 2024
Added 19.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,521,101
shares
|
$34.1 Million
0.07% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,493,556
shares
|
$33.5 Million
0.12% of portfolio
|
Q3 2024
Added 46.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$28.5 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
1,096,383
shares
|
$24.6 Million
6.43% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
1,070,951
shares
|
$24 Million
8.61% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
1,051,024
shares
|
$23.5 Million
5.81% of portfolio
|
Q3 2024
Added 9.97%
|