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 |
|---|---|---|---|---|---|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
286,013
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
281,950
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
269,034
shares
|
$0
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
195,139
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
190,721
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 272.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
184,944
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
174,934
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 40.73%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
162,484
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
160,219
shares
|
$0
3.74% of portfolio
|
Q3 2024
Added 1909.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
158,184
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
153,314
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,174
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
144,570
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
143,757
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 265.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
142,824
shares
|
$0
0.09% of portfolio
|
Q3 2024
Added 946.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
133,832
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
130,010
shares
|
$0
1.85% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
128,328
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
117,190
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
111,619
shares
|
$0
0.05% of portfolio
|
Q2 2024
Added 25.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
111,236
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,214
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 73.78%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
98,682
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
92,125
shares
|
$0
1.1% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
80,201
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.95%
|