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 238 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
13,561,469
shares
|
$303 Million
0.06% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
10,846,156
shares
|
$243 Million
0.02% of portfolio
|
Q4 2024
Added 43.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
10,414,720
shares
|
$233 Million
0.05% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,521,216
shares
|
$191 Million
0.08% of portfolio
|
Q4 2024
Added 55.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,494,352
shares
|
$101 Million
0.03% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
4,402,179
shares
|
$98.5 Million
15.66% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,290,947
shares
|
$96 Million
0.21% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,209,477
shares
|
$94.2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,152,063
shares
|
$92.9 Million
0.08% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,034,103
shares
|
$90.2 Million
0.02% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
3,835,572
shares
|
$85.8 Million
11.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,946,315
shares
|
$65.9 Million
0.1% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
2,496,188
shares
|
$55.8 Million
8.38% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,479,858
shares
|
$55.5 Million
0.04% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,415,401
shares
|
$54 Million
0.01% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,415,020
shares
|
$54 Million
0.15% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,239,306
shares
|
$50.1 Million
0.17% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
2,234,521
shares
|
$50 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,955,062
shares
|
$43.7 Million
1.33% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,839,802
shares
|
$41.2 Million
0.14% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,698,540
shares
|
$38 Million
0.04% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,585,585
shares
|
$35.5 Million
0.07% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$28.4 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
1,208,816
shares
|
$27 Million
4.48% of portfolio
|
Q4 2024
Added 40.97%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,174,463
shares
|
$26.3 Million
8.92% of portfolio
|
Q4 2024
Added 9.67%
|