Institutional Ownership Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,199,738
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 68.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,513,354
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 98.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,925,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 34.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,719,724
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 34.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,669,435
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,531,827
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 26.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,366,921
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 92.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,312,626
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 43.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,293,352
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
954,694
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 42.67%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
719,243
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
645,815
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
621,840
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
565,918
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
549,035
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
538,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 33.0%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
512,303
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 42.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
497,812
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 453.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
494,428
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
426,921
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
416,950
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
416,525
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 79.71%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
354,942
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 127.86%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
333,541
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
323,965
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.98%
|