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 247 institutions that hold shares in the stock, with a total of 68.8 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 |
---|---|---|---|---|---|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
82,345
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
81,450
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 117.12%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
80,481
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 27.36%
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
77,466
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 340.62%
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
76,431
shares
|
$0
1.12% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
75,342
shares
|
$0
1.09% of portfolio
|
Q1 2025
Added 3.3%
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
67,591
shares
|
$0
1.04% of portfolio
|
Q1 2025
Added 14.05%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
67,256
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 36.99%
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
66,655
shares
|
$0
1.5% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
65,028
shares
|
$0
1.77% of portfolio
|
Q1 2025
Added 46.67%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
60,723
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
59,274
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
58,706
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
56,230
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.12%
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
56,106
shares
|
$0
1.04% of portfolio
|
Q1 2025
Added 25.17%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
55,878
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.85%
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
54,455
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
53,245
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
52,099
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.31%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
51,909
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 119.83%
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
51,123
shares
|
$0
0.29% of portfolio
|
Q2 2025
New holding
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
49,896
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
49,766
shares
|
$0
0.44% of portfolio
|
Q1 2025
New holding
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
48,886
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 110.72%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
48,810
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.0%
|