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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
25,150
shares
|
$563,360
0.06% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
24,040
shares
|
$538,496
0.02% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
24,015
shares
|
$537,936
0.35% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
23,026
shares
|
$515,782
0.19% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
22,961
shares
|
$514,326
0.05% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
22,957
shares
|
$514,236
0.0% of portfolio
|
Q3 2024
Added 141.47%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
22,847
shares
|
$511,772
0.08% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
22,477
shares
|
$503,484
0.24% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
22,203
shares
|
$497,347
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
21,854
shares
|
$489,529
0.06% of portfolio
|
Q3 2024
Added 58.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,897
shares
|
$468,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,711
shares
|
$463,926
0.07% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
20,166
shares
|
$451,718
0.03% of portfolio
|
Q3 2024
Added 67.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
19,785
shares
|
$443,184
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
17,963
shares
|
$402,371
0.03% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
17,527
shares
|
$392,604
0.15% of portfolio
|
Q3 2024
Added 74.0%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
17,308
shares
|
$387,699
0.12% of portfolio
|
Q3 2024
Added 33.78%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
16,701
shares
|
$374,102
0.01% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
16,023
shares
|
$358,915
0.07% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
15,173
shares
|
$339,875
0.01% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
14,823
shares
|
$332,035
0.03% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
14,349
shares
|
$321,417
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,171
shares
|
$317,430
0.28% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
13,989
shares
|
$313,353
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
13,947
shares
|
$312,412
0.15% of portfolio
|
Q3 2024
New holding
|