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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
45,539
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
44,629
shares
|
$999,689
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
44,255
shares
|
$991,311
0.01% of portfolio
|
Q3 2024
Added 84.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
44,139
shares
|
$988,713
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
41,168
shares
|
$922,163
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
40,858
shares
|
$915,219
0.35% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
37,750
shares
|
$845,600
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
37,669
shares
|
$843,785
0.34% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
36,530
shares
|
$818,272
0.47% of portfolio
|
Q3 2024
Added 23.43%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
36,383
shares
|
$814,979
0.04% of portfolio
|
Q3 2024
Added 120.22%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,256
shares
|
$767,334
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,425
shares
|
$726,320
0.02% of portfolio
|
Q4 2023
Added 3.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
32,093
shares
|
$718,883
0.0% of portfolio
|
Q3 2024
Added 105.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
31,684
shares
|
$709,721
0.02% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
30,000
shares
|
$672,000
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
29,803
shares
|
$667,587
0.02% of portfolio
|
Q2 2024
Reduced 9.94%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
29,254
shares
|
$655,289
0.12% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
29,211
shares
|
$654,326
0.26% of portfolio
|
Q3 2024
Added 27.75%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
29,046
shares
|
$650,630
0.04% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
28,539
shares
|
$639,273
0.2% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
28,127
shares
|
$630,044
0.02% of portfolio
|
Q3 2024
Added 42.6%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
27,526
shares
|
$616,582
0.07% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
26,878
shares
|
$602,067
0.04% of portfolio
|
Q3 2024
Added 82.41%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
26,454
shares
|
$592,569
0.17% of portfolio
|
Q3 2024
Added 71.92%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
26,403
shares
|
$591,427
0.18% of portfolio
|
Q3 2024
Added 9.23%
|