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 |
|---|---|---|---|---|---|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
13,421
shares
|
$300,630
0.14% of portfolio
|
Q3 2024
Reduced 33.24%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$294,268
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
12,971
shares
|
$290,550
0.09% of portfolio
|
Q2 2022
Reduced 86.41%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$289,228
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
12,890
shares
|
$288,736
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
12,843
shares
|
$287,683
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
12,694
shares
|
$284,345
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Pillar Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,326
shares
|
$276,102
8.52% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
11,927
shares
|
$267,164
0.02% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,631
shares
|
$238,134
0.17% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,401
shares
|
$232,982
0.0% of portfolio
|
Q3 2024
Added 57.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,028
shares
|
$224,627
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,130
shares
|
$204,512
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
9,064
shares
|
$203,033
0.02% of portfolio
|
Q3 2024
Added 151.85%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
8,959
shares
|
$200,681
0.14% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
8,584
shares
|
$192,281
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
8,269
shares
|
$185,225
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
5,571
shares
|
$124,790
0.04% of portfolio
|
Q1 2024
Added 28.84%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
4,952
shares
|
$110,924
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,906
shares
|
$109,894
0.0% of portfolio
|
Q3 2024
Added 69.29%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
4,725
shares
|
$105,840
0.09% of portfolio
|
Q2 2024
Added 94.85%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
4,538
shares
|
$101,651
0.06% of portfolio
|
Q3 2024
Added 135.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,496
shares
|
$78,310
0.0% of portfolio
|
Q3 2024
Added 41.6%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,350
shares
|
$75,040
0.0% of portfolio
|
Q2 2024
Reduced 98.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$75,040
0.01% of portfolio
|
Q1 2024
Added 19.64%
|