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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
37,829
shares
|
$837,912
0.05% of portfolio
|
Q4 2024
Added 30.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
37,626
shares
|
$833,415
0.02% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
36,466
shares
|
$807,721
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
36,416
shares
|
$806,614
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
35,017
shares
|
$775,626
0.23% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
34,483
shares
|
$763,798
0.05% of portfolio
|
Q4 2024
Added 28.29%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
34,006
shares
|
$753,232
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
33,685
shares
|
$746,122
0.25% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,425
shares
|
$718,213
0.02% of portfolio
|
Q4 2023
Added 3.01%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
32,391
shares
|
$717,460
0.2% of portfolio
|
Q4 2024
Reduced 68.39%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
30,206
shares
|
$669,062
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
28,934
shares
|
$640,888
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
28,846
shares
|
$638,938
0.11% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,965
shares
|
$619,424
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
27,472
shares
|
$608,504
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
26,707
shares
|
$591,560
0.04% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
26,454
shares
|
$585,956
0.17% of portfolio
|
Q3 2024
Added 71.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
26,121
shares
|
$578,580
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
25,217
shares
|
$558,556
0.26% of portfolio
|
Q1 2025
Added 41.23%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
24,941
shares
|
$552,443
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
24,622
shares
|
$545,377
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,484
shares
|
$542,320
0.04% of portfolio
|
Q4 2024
Added 105.28%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
24,250
shares
|
$537,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
24,202
shares
|
$536,074
0.05% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
24,000
shares
|
$531,600
0.18% of portfolio
|
Q4 2024
Added 4.23%
|