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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
26,151
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
25,689
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
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%
|
|
|
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%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,674
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
22,241
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
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
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
20,392
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
18,894
shares
|
$0
0.39% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
18,123
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 75.1%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
18,094
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 103.51%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
17,839
shares
|
$0
0.37% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,341
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 53.17%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
17,266
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 48.31%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,844
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
16,483
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
16,422
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 65.4%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
15,669
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 91.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
15,607
shares
|
$0
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
15,425
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
15,064
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 21.52%
|