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 195 institutions that hold shares in the stock, with a total of 83.4 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
10,709
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,403
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
10,039
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
9,540
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
9,018
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,794
shares
|
$0
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,631
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
8,502
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
8,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,220
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
7,219
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,583
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,542
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 64.65%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
6,075
shares
|
$0
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,679
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 240.79%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,433
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,908
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 135.85%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
3,762
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 92.95%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,748
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 90.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,637
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 51.55%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
3,625
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,559
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.63%
|