Institutional Ownership Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
13,561,469
shares
|
$302 Million
0.06% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
10,846,156
shares
|
$242 Million
0.02% of portfolio
|
Q4 2024
Added 43.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
10,414,720
shares
|
$232 Million
0.05% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,521,216
shares
|
$190 Million
0.08% of portfolio
|
Q4 2024
Added 55.2%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
5,536,984
shares
|
$123 Million
19.92% of portfolio
|
Q1 2025
Added 25.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,247,876
shares
|
$117 Million
0.04% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,290,947
shares
|
$95.7 Million
0.21% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,209,477
shares
|
$93.9 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,152,063
shares
|
$92.6 Million
0.08% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,034,103
shares
|
$90 Million
0.02% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,021,493
shares
|
$89.7 Million
11.26% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,946,315
shares
|
$65.7 Million
0.1% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
2,678,280
shares
|
$59.7 Million
9.38% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,663,328
shares
|
$59.4 Million
0.17% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,479,858
shares
|
$55.3 Million
0.04% of portfolio
|
Q3 2024
Added 63.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,415,401
shares
|
$53.9 Million
0.01% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,239,306
shares
|
$49.9 Million
0.17% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
2,234,521
shares
|
$49.8 Million
1.94% of portfolio
|
Q4 2024
Reduced 95.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,955,062
shares
|
$43.6 Million
1.33% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,890,978
shares
|
$42.2 Million
0.14% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,698,540
shares
|
$37.9 Million
0.04% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,636,597
shares
|
$36.5 Million
14.23% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,585,585
shares
|
$35.4 Million
0.07% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,553,363
shares
|
$34.6 Million
0.07% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,270,921
shares
|
$28.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.18%
|