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 158 institutions that hold shares in the stock, with a total of 24.4 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 |
Aug 07, 2024 Q2 2024 |
1,894,706
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 43.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,531,827
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 26.47%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,427,118
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 201.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,293,693
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 58.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,282,144
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 76.91%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,265,352
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1048.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
914,999
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 185.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
710,467
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1228.32%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
669,146
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 48.05%
|
|
|
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
|
Oct 29, 2024 Q3 2024 |
602,658
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
573,705
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
549,035
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
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%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
472,364
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
426,921
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
404,515
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.95%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
358,562
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 22.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
347,978
shares
|
$0
0.04% of portfolio
|
Q2 2024
Added 170.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
337,155
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 33.48%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
333,541
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
322,893
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 277.59%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
321,870
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2658.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
289,298
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
276,622
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 41.73%
|