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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
89,954
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 16.59%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
89,339
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 788.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
86,515
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
84,501
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
72,282
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
68,065
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1132.39%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
67,359
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 55.17%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
63,593
shares
|
$0
0.89% of portfolio
|
Q3 2024
Added 55.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
58,906
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 239.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
57,816
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
53,734
shares
|
$0
0.77% of portfolio
|
Q3 2024
Added 4442.18%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
49,838
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 167.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
49,525
shares
|
$0
0.09% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
49,354
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
48,646
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
47,002
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 213.05%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
45,567
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
44,619
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 92.16%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
43,028
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
42,411
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 168.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
40,962
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
40,138
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
39,852
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
37,614
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
36,418
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|