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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
75,389
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
66,561
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
66,554
shares
|
$0
1.47% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
62,907
shares
|
$0
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
60,416
shares
|
$0
0.34% of portfolio
|
Q3 2024
Added 598.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
59,423
shares
|
$0
0.09% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
58,713
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
56,161
shares
|
$0
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
54,694
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
53,340
shares
|
$0
0.6% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
49,439
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
49,210
shares
|
$0
0.89% of portfolio
|
Q3 2024
Added 76.29%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
47,680
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
47,313
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
46,621
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 265.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
46,279
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
41,395
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
40,012
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4120.68%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
39,888
shares
|
$0
0.35% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
39,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
39,545
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 93.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
37,356
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.55%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
37,243
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
37,137
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 103.97%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
36,644
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 106.4%
|