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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
241,034
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
228,184
shares
|
$0
5.55% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
210,300
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
202,065
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
199,048
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 38.38%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
176,837
shares
|
$0
3.69% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
173,060
shares
|
$0
2.38% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
172,356
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
165,143
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
159,919
shares
|
$0
0.28% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
159,133
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 85.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
157,046
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
143,845
shares
|
$0
0.41% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
142,244
shares
|
$0
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
133,891
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
128,815
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 58.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
128,041
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
127,560
shares
|
$0
2.62% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
126,418
shares
|
$0
0.29% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
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%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
116,492
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
107,119
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 53.68%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
96,528
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
93,219
shares
|
$0
3.16% of portfolio
|
Q1 2025
Reduced 87.65%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
92,282
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|