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 159 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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
18,117
shares
|
$0
0.4% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
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%
|
|
|
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%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
14,381
shares
|
$0
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
13,750
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,038
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,557
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,341
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
12,175
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
12,173
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 42.71%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
12,141
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
11,642
shares
|
$0
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
11,606
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
11,501
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
11,125
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,941
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,923
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|