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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
217,069
shares
|
$4.86 Million
0.03% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
211,885
shares
|
$4.74 Million
0.05% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
206,508
shares
|
$4.62 Million
0.08% of portfolio
|
Q4 2024
Added 59.22%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
195,195
shares
|
$4.37 Million
4.3% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
189,708
shares
|
$4.24 Million
0.15% of portfolio
|
Q4 2024
Added 306.7%
|
|
|
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 |
Jan 28, 2025 Q4 2024 |
181,092
shares
|
$4.05 Million
0.09% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
178,591
shares
|
$4 Million
0.87% of portfolio
|
Q4 2024
Added 14.28%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
156,866
shares
|
$3.51 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
156,211
shares
|
$3.49 Million
0.03% of portfolio
|
Q4 2024
Added 55.1%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
155,270
shares
|
$3.47 Million
0.05% of portfolio
|
Q4 2024
Added 74.85%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
145,989
shares
|
$3.27 Million
0.45% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
140,256
shares
|
$3.14 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
131,141
shares
|
$2.93 Million
0.7% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
130,048
shares
|
$2.91 Million
0.13% of portfolio
|
Q4 2024
Added 18.26%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
128,066
shares
|
$2.86 Million
0.19% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
127,031
shares
|
$2.84 Million
0.03% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
124,374
shares
|
$2.78 Million
3.4% of portfolio
|
Q4 2024
Reduced 35.23%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
124,320
shares
|
$2.78 Million
0.07% of portfolio
|
Q4 2024
Added 45.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
123,668
shares
|
$2.77 Million
0.28% of portfolio
|
Q4 2024
Added 24.39%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
122,819
shares
|
$2.75 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
121,219
shares
|
$2.71 Million
0.05% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
119,940
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2024
Added 145.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
119,352
shares
|
$2.67 Million
0.35% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
115,980
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.8%
|