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 170 institutions that hold shares in the stock, with a total of 33.8 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 |
---|---|---|---|---|---|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,905
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,436
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 78.73%
|
|
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%
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,700
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,147
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 97.48%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,909
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 245.08%
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,594
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 14.32%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,105
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 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
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,413
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 62.45%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,372
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 149.45%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,230
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,129
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
920
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
500
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
92
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|