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 237 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,164,745
shares
|
$26.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 35.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,150,656
shares
|
$25.7 Million
0.07% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
1,141,564
shares
|
$25.5 Million
6.46% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,139,969
shares
|
$25.5 Million
5.99% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,052,329
shares
|
$23.5 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,047,371
shares
|
$23.4 Million
1.69% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
994,431
shares
|
$22.2 Million
0.02% of portfolio
|
Q4 2024
Added 60.56%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
963,542
shares
|
$21.6 Million
1.0% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
886,110
shares
|
$19.8 Million
9.84% of portfolio
|
Q4 2024
Added 55.86%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
864,924
shares
|
$19.3 Million
1.51% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
834,764
shares
|
$18.7 Million
12.87% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
813,127
shares
|
$18.2 Million
8.74% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
795,640
shares
|
$17.8 Million
13.8% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
699,480
shares
|
$15.6 Million
1.39% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
672,135
shares
|
$15 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
657,490
shares
|
$14.7 Million
1.13% of portfolio
|
Q4 2024
Added 50.29%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
647,385
shares
|
$14.5 Million
6.3% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
634,941
shares
|
$14.2 Million
2.54% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
624,142
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 207.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
619,739
shares
|
$13.9 Million
0.54% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
596,533
shares
|
$13.3 Million
0.11% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
592,975
shares
|
$13.3 Million
3.51% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
553,853
shares
|
$12.4 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
544,175
shares
|
$12.2 Million
9.28% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
527,010
shares
|
$11.8 Million
5.71% of portfolio
|
Q4 2024
Added 6.6%
|