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 238 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
495,038
shares
|
$11.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
484,942
shares
|
$10.9 Million
2.15% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
459,674
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
423,817
shares
|
$9.51 Million
3.55% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
404,282
shares
|
$9.07 Million
0.11% of portfolio
|
Q4 2024
Added 61.47%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
392,787
shares
|
$8.81 Million
2.47% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
387,663
shares
|
$8.7 Million
0.8% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
347,811
shares
|
$7.8 Million
0.04% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
341,941
shares
|
$7.67 Million
0.2% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
337,598
shares
|
$7.58 Million
3.61% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
336,719
shares
|
$7.56 Million
0.21% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
322,434
shares
|
$7.24 Million
0.43% of portfolio
|
Q4 2024
Added 141.53%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
309,103
shares
|
$6.94 Million
5.43% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
305,325
shares
|
$6.85 Million
3.49% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
278,030
shares
|
$6.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
273,109
shares
|
$6.13 Million
0.09% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
261,950
shares
|
$5.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
259,477
shares
|
$5.82 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
255,126
shares
|
$5.73 Million
3.2% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
245,165
shares
|
$5.5 Million
3.12% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
244,915
shares
|
$5.5 Million
2.41% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
236,273
shares
|
$5.3 Million
0.58% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
223,148
shares
|
$5.01 Million
0.19% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
221,335
shares
|
$4.97 Million
0.01% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
218,427
shares
|
$4.9 Million
2.43% of portfolio
|
Q4 2024
Added 2.38%
|