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 248 institutions that hold shares in the stock, with a total of 69 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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
29,902
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 116.45%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
29,298
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
28,921
shares
|
$0
0.28% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
28,919
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
28,855
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
27,909
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
26,650
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
26,151
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
25,853
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
25,811
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 38.99%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25,514
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
24,845
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
22,884
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,480
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 63.42%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
21,782
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1771.31%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
21,631
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 27.17%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
21,607
shares
|
$0
0.43% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20,988
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 60.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
20,287
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
20,255
shares
|
$0
0.24% of portfolio
|
Q1 2025
Added 64.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
19,373
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 23.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
18,971
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
17,838
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 34.91%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,833
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
17,831
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.8%
|