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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
434,405
shares
|
$9.73 Million
2.13% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.49 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
330,110
shares
|
$7.39 Million
0.23% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
326,516
shares
|
$7.31 Million
2.74% of portfolio
|
Q3 2024
Added 26.91%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
318,942
shares
|
$7.14 Million
0.7% of portfolio
|
Q3 2024
Added 44.5%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
315,557
shares
|
$7.07 Million
3.63% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
313,848
shares
|
$7.03 Million
0.05% of portfolio
|
Q3 2024
Added 72.71%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
273,602
shares
|
$6.13 Million
5.1% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
250,369
shares
|
$5.61 Million
0.11% of portfolio
|
Q3 2024
Added 383.15%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
234,717
shares
|
$5.26 Million
2.36% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
228,328
shares
|
$5.11 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
216,745
shares
|
$4.86 Million
0.15% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
214,740
shares
|
$4.81 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
213,341
shares
|
$4.78 Million
2.47% of portfolio
|
Q3 2024
Added 42.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
203,144
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
202,570
shares
|
$4.54 Million
0.25% of portfolio
|
Q3 2024
Added 63.37%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
202,178
shares
|
$4.53 Million
2.83% of portfolio
|
Q3 2024
Added 318.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
199,171
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
194,803
shares
|
$4.36 Million
0.5% of portfolio
|
Q3 2024
Added 94.64%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
192,013
shares
|
$4.3 Million
2.79% of portfolio
|
Q3 2024
Added 1464.39%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
188,867
shares
|
$4.23 Million
0.03% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
183,601
shares
|
$4.11 Million
0.07% of portfolio
|
Q2 2024
Added 26.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
168,350
shares
|
$3.77 Million
0.09% of portfolio
|
Q3 2024
Added 61.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
160,960
shares
|
$3.61 Million
0.04% of portfolio
|
Q3 2024
Added 31.2%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
156,273
shares
|
$3.5 Million
0.78% of portfolio
|
Q3 2024
Added 17.94%
|