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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
30,935
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 45.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
28,816
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 106.39%
|
|
|
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
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 23, 2024 Q2 2024 |
27,703
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
26,641
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
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%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
25,689
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
25,598
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 135.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
24,536
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
24,190
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
23,886
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 38.99%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
23,794
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
23,703
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
23,119
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 166.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
21,742
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
21,569
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
21,002
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
20,466
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,856
shares
|
$0
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
18,797
shares
|
$0
0.02% of portfolio
|
Q2 2024
New holding
|