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 149 institutions that hold shares in the stock, with a total of 74.3 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 |
Nov 13, 2024 Q3 2024 |
37,990,739
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 42111.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,112,951
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 763.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,265,635
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 21.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,169,051
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 136.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,853,280
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 55.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,793,930
shares
|
$0
0.07% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,555,985
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 57.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,486,477
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 205.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,302,434
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 111.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,203,968
shares
|
$0
0.12% of portfolio
|
Q3 2024
Added 111.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,139,010
shares
|
$0
0.11% of portfolio
|
Q3 2024
Added 216.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,110,522
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 164421.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,012,920
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 47.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
970,719
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
905,293
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
739,531
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.47%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
737,129
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
721,857
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
677,581
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
496,391
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 297.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
424,593
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 2160.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
420,514
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
413,771
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
377,161
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
309,573
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 102.87%
|