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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
28,111
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
28,053
shares
|
$0
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
28,033
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
27,632
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
25,036
shares
|
$0
0.34% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
24,946
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
24,875
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
21,121
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
20,236
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
20,156
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
20,095
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
19,985
shares
|
$0
0.33% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
19,445
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
19,033
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 46.83%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
18,984
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
18,845
shares
|
$0
0.4% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
18,343
shares
|
$0
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,818
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
17,301
shares
|
$0
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
17,100
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,700
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
16,621
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 77.65%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
16,261
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 55.62%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
16,075
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,720
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 86.72%
|