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 121 institutions that hold shares in the stock, with a total of 22 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
208,344
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
174,519
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.67%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
171,815
shares
|
$0
2.21% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
164,930
shares
|
$0
0.28% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
157,181
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 42.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
143,844
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
141,173
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
139,077
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
134,804
shares
|
$0
0.29% of portfolio
|
Q4 2024
Reduced 96.24%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
132,842
shares
|
$0
0.38% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
129,745
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 73.56%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
129,688
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
125,287
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
121,685
shares
|
$0
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
115,875
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 106.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
115,252
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
107,780
shares
|
$0
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
95,062
shares
|
$0
2.14% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
85,600
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
83,257
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
81,225
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 40.77%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
80,991
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
71,308
shares
|
$0
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
69,703
shares
|
$0
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
60,688
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|