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 99 institutions that hold shares in the stock, with a total of 21.7 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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 45.35%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
14,101
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,885
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,434
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 68.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
11,470
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,449
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
10,779
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
9,243
shares
|
$0
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
8,700
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 9.38%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
8,494
shares
|
$0
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,300
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
8,215
shares
|
$0
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
5,701
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 44.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,519
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,466
shares
|
$0
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,020
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
840
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
780
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
766
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
440
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
375
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18650.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
190
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
151
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|