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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
63,729
shares
|
$1.43 Million
0.14% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
61,238
shares
|
$1.37 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
59,699
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
57,048
shares
|
$1.28 Million
0.43% of portfolio
|
Q4 2024
Reduced 45.9%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
55,808
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
54,812
shares
|
$1.23 Million
0.29% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
54,122
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
53,348
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
52,475
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
49,564
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
49,309
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 43.94%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
47,137
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
46,795
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
Reduced 59.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
46,576
shares
|
$1.05 Million
0.19% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
45,104
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
43,105
shares
|
$967,276
0.03% of portfolio
|
Q4 2024
Added 87.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
42,732
shares
|
$958,906
0.01% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
40,667
shares
|
$912,567
0.34% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
39,951
shares
|
$896,500
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
39,793
shares
|
$892,954
0.0% of portfolio
|
Q4 2024
Added 23.99%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
37,829
shares
|
$848,882
0.05% of portfolio
|
Q4 2024
Added 30.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
37,626
shares
|
$844,327
0.02% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
36,466
shares
|
$818,297
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
36,416
shares
|
$817,175
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
35,017
shares
|
$785,781
0.23% of portfolio
|
Q4 2024
Added 22.7%
|