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 $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,728
shares
|
$171,097
0.01% of portfolio
|
Q1 2025
Added 202.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,602
shares
|
$168,308
0.0% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,456
shares
|
$165,075
0.06% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
6,980
shares
|
$154,537
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,795
shares
|
$150,441
0.01% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$140,500
0.05% of portfolio
|
Q4 2024
Reduced 51.08%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,275
shares
|
$138,928
0.05% of portfolio
|
Q1 2025
Reduced 86.59%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
5,346
shares
|
$118,360
0.07% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
4,954
shares
|
$109,681
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,425
shares
|
$97,969
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,425
shares
|
$97,969
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,730
shares
|
$82,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
2,838
shares
|
$62,833
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,658
shares
|
$58,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,361
shares
|
$52,272
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,236
shares
|
$49,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,217
shares
|
$49,084
0.01% of portfolio
|
Q1 2025
Added 182.42%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,931
shares
|
$42,752
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,758
shares
|
$38,922
0.0% of portfolio
|
Q1 2025
Added 10241.18%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,601
shares
|
$35,446
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
|
$34,250
0.01% of portfolio
|
Q1 2025
Added 54.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,344
shares
|
$29,756
0.0% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
1,145
shares
|
$25,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,049
shares
|
$23,224
0.01% of portfolio
|
Q1 2023
Reduced 59.81%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
880
shares
|
$19,483
0.0% of portfolio
|
Q4 2024
Added 104.65%
|