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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,900
shares
|
$0
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,900
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2,680
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,574
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9737.5%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
910
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 146.61%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
878
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
869
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
780
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
768
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
440
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
193
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
190
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
97
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|