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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
73,232
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
Added 31.22%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
71,990
shares
|
$1.59 Million
0.22% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
69,393
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
67,431
shares
|
$1.49 Million
0.15% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
64,365
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
61,238
shares
|
$1.36 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
59,699
shares
|
$1.32 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
58,188
shares
|
$1.29 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
57,048
shares
|
$1.26 Million
0.43% of portfolio
|
Q4 2024
Reduced 45.9%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
54,812
shares
|
$1.21 Million
0.29% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
54,122
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
53,348
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
49,564
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
49,309
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Added 43.94%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
47,794
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
46,795
shares
|
$1.04 Million
0.35% of portfolio
|
Q4 2024
Reduced 59.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
46,576
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
45,104
shares
|
$999,053
0.0% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
43,105
shares
|
$954,775
0.03% of portfolio
|
Q4 2024
Added 87.76%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
42,872
shares
|
$949,614
0.38% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
42,732
shares
|
$946,513
0.01% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
42,213
shares
|
$935,017
0.1% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
40,595
shares
|
$899,179
0.35% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
39,951
shares
|
$884,914
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
39,793
shares
|
$881,414
0.0% of portfolio
|
Q4 2024
Added 23.99%
|