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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,277
shares
|
$0
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
15,164
shares
|
$0
0.17% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
15,103
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 231.64%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
14,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
14,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
14,496
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
14,065
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
13,986
shares
|
$0
0.33% of portfolio
|
Q3 2024
Added 53.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
13,912
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
13,674
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
13,304
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
13,133
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
12,835
shares
|
$0
0.29% of portfolio
|
Q1 2024
Reduced 7.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,676
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,239
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
12,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 96.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,916
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
11,837
shares
|
$0
0.16% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,785
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 48.86%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
11,499
shares
|
$0
0.08% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
11,395
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
11,267
shares
|
$0
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
11,103
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
10,727
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.69%
|