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 263 institutions that hold shares in the stock, with a total of 76.2 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 |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
33,775
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
33,465
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
32,957
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
32,239
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
30,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
29,430
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
29,217
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
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%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
28,749
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
28,267
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
28,240
shares
|
$0
0.64% of portfolio
|
Q2 2025
Added 29.0%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
26,632
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
26,589
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
26,151
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
25,880
shares
|
$0
0.57% of portfolio
|
Q2 2025
Added 71.93%
|
|
|
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%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23,623
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 59.25%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
22,976
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
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%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
22,637
shares
|
$0
0.45% of portfolio
|
Q3 2024
Reduced 65.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
22,482
shares
|
$0
0.12% of portfolio
|
Q2 2025
Added 52.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,480
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 63.42%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
22,091
shares
|
$0
0.38% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
22,070
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 43.08%
|