Institutional Ownership Capital Grp Core Plus Income E (CGSD)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGSD). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 28 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,823,430
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,520,542
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 143.95%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,171,542
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,824,041
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,517,599
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,204,461
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
921,615
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
901,933
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
886,008
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
853,312
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 52.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
738,686
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 44.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
648,315
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
593,172
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
591,127
shares
|
$0
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
498,556
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 65.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
491,775
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 248.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
473,615
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
466,899
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 52.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
392,878
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 49.68%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
365,103
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
339,276
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 62.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
304,897
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 37.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
297,187
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 206.3%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
294,667
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
242,969
shares
|
$0
3.19% of portfolio
|
Q1 2025
Added 0.76%
|