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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
23,602
shares
|
$522,784
0.05% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
22,788
shares
|
$504,754
0.23% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
22,230
shares
|
$492,394
0.01% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
22,203
shares
|
$491,796
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
21,865
shares
|
$484,309
0.03% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
21,235
shares
|
$470,355
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,988
shares
|
$464,884
0.07% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
20,432
shares
|
$452,568
0.05% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
19,709
shares
|
$436,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
19,152
shares
|
$424,216
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
18,353
shares
|
$406,518
0.1% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
17,889
shares
|
$396,241
0.04% of portfolio
|
Q4 2024
Added 97.36%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,774
shares
|
$393,694
0.0% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
17,509
shares
|
$387,824
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
17,140
shares
|
$379,651
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
16,889
shares
|
$374,091
0.17% of portfolio
|
Q4 2024
Added 25.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,870
shares
|
$373,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
16,587
shares
|
$367,402
0.12% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
14,782
shares
|
$327,421
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
14,349
shares
|
$317,830
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,171
shares
|
$313,887
0.27% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
14,062
shares
|
$311,473
0.19% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
13,868
shares
|
$307,176
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$290,984
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
12,981
shares
|
$287,529
0.03% of portfolio
|
Q1 2025
New holding
|