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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
113,244
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
111,834
shares
|
$2.5 Million
0.19% of portfolio
|
Q4 2024
Added 57.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
109,600
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
Added 27.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
107,527
shares
|
$2.41 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
103,337
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 35.22%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
101,557
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
97,542
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
97,219
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 117.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,982
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2022
Reduced 7.76%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
88,762
shares
|
$1.99 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
88,745
shares
|
$1.99 Million
0.04% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
88,588
shares
|
$1.98 Million
0.03% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
87,636
shares
|
$1.96 Million
0.28% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
86,839
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
86,192
shares
|
$1.93 Million
4.72% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
85,942
shares
|
$1.92 Million
0.29% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
85,207
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Added 1636.79%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
85,165
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2024
Added 45.59%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
84,461
shares
|
$1.89 Million
0.57% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
83,629
shares
|
$1.87 Million
0.08% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
77,630
shares
|
$1.74 Million
0.1% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
77,375
shares
|
$1.73 Million
0.66% of portfolio
|
Q4 2024
Added 13.37%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
73,511
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
73,442
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2024
Added 23.62%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
71,990
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
Added 10.78%
|