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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
544,175
shares
|
$12.1 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
|
$11.7 Million
5.71% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
495,038
shares
|
$11 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
484,942
shares
|
$10.7 Million
2.15% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.39 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
404,282
shares
|
$8.95 Million
0.11% of portfolio
|
Q4 2024
Added 61.47%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
392,787
shares
|
$8.7 Million
2.47% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
387,663
shares
|
$8.59 Million
0.8% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
387,136
shares
|
$8.58 Million
6.11% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
381,558
shares
|
$8.45 Million
0.24% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
356,642
shares
|
$7.9 Million
3.73% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
347,811
shares
|
$7.7 Million
0.04% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
341,941
shares
|
$7.57 Million
0.2% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
332,172
shares
|
$7.36 Million
3.71% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
322,434
shares
|
$7.14 Million
0.43% of portfolio
|
Q4 2024
Added 141.53%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
305,325
shares
|
$6.76 Million
3.49% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
278,030
shares
|
$6.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
273,109
shares
|
$6.05 Million
0.09% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
261,950
shares
|
$5.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
256,269
shares
|
$5.68 Million
5.29% of portfolio
|
Q1 2025
Added 106.05%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
255,126
shares
|
$5.65 Million
3.2% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
249,462
shares
|
$5.53 Million
1.66% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
245,165
shares
|
$5.43 Million
3.12% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
244,915
shares
|
$5.42 Million
2.41% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
236,273
shares
|
$5.23 Million
0.58% of portfolio
|
Q4 2024
Added 21.29%
|