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 170 institutions that hold shares in the stock, with a total of 33.8 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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
321,870
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2658.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
298,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1115.1%
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
274,347
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
273,922
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
264,173
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 38.05%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
246,122
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
233,723
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
227,462
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 554.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
222,145
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 226.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,822
shares
|
$0
0.1% of portfolio
|
Q2 2024
Added 24.57%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
216,376
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
211,229
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1720.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
210,146
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 38.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
195,416
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
186,902
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
181,635
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 68.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
167,596
shares
|
$0
0.14% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
159,090
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
156,961
shares
|
$0
2.75% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
152,480
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
151,850
shares
|
$0
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
141,844
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
136,961
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 222.94%
|