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 250 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
4,954
shares
|
$109,731
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
4,811
shares
|
$106,563
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,350
shares
|
$96,352
0.0% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,350
shares
|
$96,352
0.01% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
4,301
shares
|
$95,267
0.06% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,816
shares
|
$62,374
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,594
shares
|
$57,457
0.03% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,556
shares
|
$56,615
0.0% of portfolio
|
Q4 2024
Added 44.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,450
shares
|
$54,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,236
shares
|
$49,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,758
shares
|
$38,939
0.0% of portfolio
|
Q1 2025
Added 10241.18%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,601
shares
|
$35,462
0.02% of portfolio
|
Q2 2024
Added 160000.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,547
shares
|
$34,266
0.01% of portfolio
|
Q1 2025
Added 54.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,344
shares
|
$29,769
0.0% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
1,145
shares
|
$25,361
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,049
shares
|
$23,235
0.01% of portfolio
|
Q1 2023
Reduced 59.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
950
shares
|
$21,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
880
shares
|
$19,492
0.0% of portfolio
|
Q4 2024
Added 104.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
785
shares
|
$17,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
664
shares
|
$14,707
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
318
shares
|
$7,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$5,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
123
shares
|
$2,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
67
shares
|
$1,484
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6
shares
|
$132
0.0% of portfolio
|
Q4 2024
Reduced 99.56%
|