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 255 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
24,237
shares
|
$536,607
0.18% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
23,602
shares
|
$522,548
0.05% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,380
shares
|
$517,633
0.01% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
23,049
shares
|
$510,304
0.22% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
22,444
shares
|
$496,910
0.02% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,371
shares
|
$495,293
0.01% of portfolio
|
Q1 2025
Reduced 81.54%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
22,230
shares
|
$492,172
0.02% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
22,203
shares
|
$491,574
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
21,720
shares
|
$480,880
0.04% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,379
shares
|
$473,331
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
21,221
shares
|
$469,832
0.07% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
20,563
shares
|
$455,264
0.02% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
20,428
shares
|
$452,275
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
19,716
shares
|
$436,512
0.02% of portfolio
|
Q1 2025
Reduced 45.86%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,340
shares
|
$428,187
0.09% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,914
shares
|
$396,615
0.09% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
17,889
shares
|
$396,062
0.04% of portfolio
|
Q4 2024
Added 97.36%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
16,969
shares
|
$375,693
0.1% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
16,743
shares
|
$370,690
0.37% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
16,662
shares
|
$368,896
0.12% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,920
shares
|
$330,328
0.0% of portfolio
|
Q1 2025
Added 63.42%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
14,422
shares
|
$319,303
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
14,062
shares
|
$311,332
0.19% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
13,868
shares
|
$307,037
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
13,782
shares
|
$305,133
0.0% of portfolio
|
Q1 2025
Reduced 87.83%
|