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 192 institutions that hold shares in the stock, with a total of 82.6 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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
54,895
shares
|
$0
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
50,869
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
49,333
shares
|
$0
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
49,210
shares
|
$0
0.84% of portfolio
|
Q3 2024
Added 76.29%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
48,446
shares
|
$0
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
46,840
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
46,137
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 41.91%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
45,861
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
45,802
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 331.16%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
45,491
shares
|
$0
0.37% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
39,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
39,526
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
39,080
shares
|
$0
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
38,639
shares
|
$0
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
38,356
shares
|
$0
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
37,994
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
37,730
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
37,278
shares
|
$0
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
36,855
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.99%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
36,550
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.75%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
36,351
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
33,526
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
32,784
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 33.38%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
31,852
shares
|
$0
0.4% of portfolio
|
Q4 2024
Added 58.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
31,359
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.17%
|