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 119 institutions that hold shares in the stock, with a total of 21.9 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 |
Feb 11, 2025 Q4 2024 |
2,158,245
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 59.76%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,148,140
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,606,759
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,319,845
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,234,675
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,033,223
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 89.12%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
878,442
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
866,609
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
755,083
shares
|
$0
5.49% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
721,264
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 40.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
558,407
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
543,794
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
510,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 165.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
449,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
313,335
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
301,386
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
262,474
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
252,425
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
251,230
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
241,136
shares
|
$0
3.02% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
234,934
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 146.41%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
224,044
shares
|
$0
5.7% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
221,572
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
216,379
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.15%
|