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 |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
91,995
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
75,286
shares
|
$0
1.01% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
67,216
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
63,565
shares
|
$0
0.57% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
57,762
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 60.63%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
56,192
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
55,139
shares
|
$0
0.43% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
52,604
shares
|
$0
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
51,538
shares
|
$0
0.83% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
45,352
shares
|
$0
0.04% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
44,672
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
43,624
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
40,551
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
38,028
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
37,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
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%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
35,959
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.47%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
33,022
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
32,345
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
32,219
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
30,347
shares
|
$0
0.39% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
29,507
shares
|
$0
0.37% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
28,949
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 88.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
28,650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|