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 163 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
88,730
shares
|
$1.98 Million
0.3% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
87,015
shares
|
$1.94 Million
0.59% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
77,164
shares
|
$1.72 Million
0.41% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
76,478
shares
|
$1.71 Million
0.93% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
75,300
shares
|
$1.68 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
73,232
shares
|
$1.63 Million
0.11% of portfolio
|
Q1 2025
Added 31.22%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
72,628
shares
|
$1.62 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
71,704
shares
|
$1.6 Million
0.08% of portfolio
|
Q1 2025
Added 45.42%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
70,689
shares
|
$1.58 Million
0.13% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
69,393
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
67,431
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
64,863
shares
|
$1.45 Million
0.65% of portfolio
|
Q1 2025
Added 284.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
63,508
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
62,102
shares
|
$1.38 Million
0.35% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
59,739
shares
|
$1.33 Million
0.46% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
58,188
shares
|
$1.3 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
55,949
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 40.6%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
55,901
shares
|
$1.25 Million
1.65% of portfolio
|
Q1 2025
Reduced 85.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
53,458
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
53,040
shares
|
$1.18 Million
0.19% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
48,809
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
48,615
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
47,794
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
47,561
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
47,431
shares
|
$1.06 Million
0.65% of portfolio
|
Q1 2025
Reduced 81.41%
|