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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
231,772
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
227,462
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 554.38%
|
|
|
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%
|
|
|
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%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
181,635
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 68.85%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
172,035
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 100.84%
|
|
|
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%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
155,774
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
141,844
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
121,516
shares
|
$0
2.52% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
119,126
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
96,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
94,724
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 94.4%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
94,002
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
93,259
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
92,290
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
92,080
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 53.47%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
91,778
shares
|
$0
1.13% of portfolio
|
Q3 2024
Reduced 8.06%
|