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 |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,726
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
13,700
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 65.06%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
13,674
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
13,236
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
12,963
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
12,480
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
12,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 96.4%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
12,159
shares
|
$0
0.17% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,018
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
11,925
shares
|
$0
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,126
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,026
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
10,780
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,698
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 35.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
10,623
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
10,345
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,039
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
9,540
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
9,483
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,409
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
9,356
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
8,850
shares
|
$0
0.13% of portfolio
|
Q3 2024
Reduced 31.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
8,761
shares
|
$0
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
8,741
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.34%
|