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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
10,454
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
10,350
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
10,209
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
10,179
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,034
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
10,010
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
9,906
shares
|
$0
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
9,875
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,920
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
8,464
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
7,872
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
7,037
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 137.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,905
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,395
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,688
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 89.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
5,171
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 13.1%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
4,147
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 97.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,601
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 133.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
2,269
shares
|
$0
0.04% of portfolio
|
Q2 2024
Added 95.6%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,105
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,070
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 84.82%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,800
shares
|
$0
0.02% of portfolio
|
Q3 2024
New holding
|