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 255 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
132,162
shares
|
$2.93 Million
0.24% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
130,476
shares
|
$2.89 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
129,356
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
129,074
shares
|
$2.86 Million
2.33% of portfolio
|
Q1 2025
Added 28.24%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
122,552
shares
|
$2.71 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
121,890
shares
|
$2.7 Million
0.18% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
110,461
shares
|
$2.45 Million
5.92% of portfolio
|
Q1 2025
Added 28.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
109,600
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
Added 27.03%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
108,798
shares
|
$2.41 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
106,703
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
105,987
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
105,657
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
104,825
shares
|
$2.32 Million
0.7% of portfolio
|
Q1 2025
Added 223.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
104,408
shares
|
$2.31 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
103,644
shares
|
$2.29 Million
0.18% of portfolio
|
Q1 2025
Added 41.12%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
102,717
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2025
Added 1350.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
102,630
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
99,330
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
93,592
shares
|
$2.07 Million
0.73% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,982
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2022
Reduced 7.76%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
92,880
shares
|
$2.06 Million
0.32% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
92,797
shares
|
$2.05 Million
1.72% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
91,255
shares
|
$2.02 Million
0.28% of portfolio
|
Q1 2025
Added 26.76%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
90,623
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
89,908
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.52%
|