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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
2,789
shares
|
$62,473
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,744
shares
|
$61,465
0.0% of portfolio
|
Q2 2024
Reduced 19.79%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,303
shares
|
$51,587
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,774
shares
|
$39,737
0.0% of portfolio
|
Q3 2024
Added 49.83%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,601
shares
|
$35,862
0.02% of portfolio
|
Q2 2024
Added 160000.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,492
shares
|
$33,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
1,145
shares
|
$25,648
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,049
shares
|
$23,497
0.01% of portfolio
|
Q1 2023
Reduced 59.81%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
779
shares
|
$17,449
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
430
shares
|
$9,632
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
67
shares
|
$1,500
0.0% of portfolio
|
Q2 2024
New holding
|