Institutional Ownership Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 82.3 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 |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
39,111,005
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,820,215
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,609,933
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 67.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,466,898
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 33.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,316,401
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,292,347
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,018,323
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,964,602
shares
|
$0
0.08% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,828,361
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,443,344
shares
|
$0
0.13% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,282,547
shares
|
$0
0.12% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
963,413
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
905,293
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
872,685
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
767,890
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
765,126
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
735,373
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
688,744
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
624,857
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1240.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
560,411
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
464,177
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
458,271
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
455,567
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 216.9%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
436,825
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
417,261
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|