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 |
|---|---|---|---|---|---|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
34,706
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,512
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.58%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
30,696
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,211
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
27,654
shares
|
$0
0.31% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,315
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 227.71%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
24,580
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
23,993
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
23,525
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 435.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
20,689
shares
|
$0
0.44% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
20,595
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
20,095
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
20,065
shares
|
$0
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
19,985
shares
|
$0
0.32% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
19,464
shares
|
$0
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
18,507
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pillar Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,215
shares
|
$0
14.13% of portfolio
|
Q3 2024
Reduced 91.49%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
16,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 49.73%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
15,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 60.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,097
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.72%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
14,919
shares
|
$0
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
14,792
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,454
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
13,986
shares
|
$0
0.35% of portfolio
|
Q3 2024
Added 53.22%
|