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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
49,838
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 167.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
49,735
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 531.8%
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,059
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 63.31%
|
|
|
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
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
40,962
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
40,879
shares
|
$0
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
37,842
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
37,514
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
35,198
shares
|
$0
0.51% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
33,282
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.48%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
32,047
shares
|
$0
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
30,935
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 45.6%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
28,185
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
28,177
shares
|
$0
0.25% of portfolio
|
Q3 2024
Added 166.15%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
28,029
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
27,841
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
27,237
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
27,082
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
26,233
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 25.55%
|