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 22.1 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 |
|---|---|---|---|---|---|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
55,849
shares
|
$0
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
54,673
shares
|
$0
0.43% of portfolio
|
Q4 2024
Added 107.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
53,862
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
51,265
shares
|
$0
0.83% of portfolio
|
Q4 2024
Added 84.91%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
48,628
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
40,115
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
39,551
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
39,403
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 41.09%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
37,879
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
37,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,336
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
35,960
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
34,517
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
33,750
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
33,428
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
31,505
shares
|
$0
0.4% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
30,321
shares
|
$0
0.39% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
28,659
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
28,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
26,387
shares
|
$0
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
24,582
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
24,076
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
22,319
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
21,207
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|