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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
34,483
shares
|
$773,798
0.05% of portfolio
|
Q4 2024
Added 28.29%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
34,006
shares
|
$763,094
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
33,685
shares
|
$755,891
0.25% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,425
shares
|
$727,617
0.02% of portfolio
|
Q4 2023
Added 3.01%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
32,391
shares
|
$726,854
0.2% of portfolio
|
Q4 2024
Reduced 68.39%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
30,206
shares
|
$677,822
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
29,564
shares
|
$663,416
0.07% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
29,254
shares
|
$656,459
0.12% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
28,934
shares
|
$649,278
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,965
shares
|
$627,534
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
27,472
shares
|
$616,471
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
26,454
shares
|
$593,627
0.17% of portfolio
|
Q3 2024
Added 71.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
26,251
shares
|
$589,072
0.02% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
25,486
shares
|
$571,905
0.04% of portfolio
|
Q4 2024
Reduced 47.02%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
24,941
shares
|
$559,676
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
24,622
shares
|
$552,517
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,484
shares
|
$549,420
0.04% of portfolio
|
Q4 2024
Added 105.28%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
24,250
shares
|
$544,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
24,202
shares
|
$543,092
0.05% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
24,000
shares
|
$538,560
0.18% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
23,602
shares
|
$529,628
0.05% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
22,788
shares
|
$511,362
0.23% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
22,230
shares
|
$498,841
0.01% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
22,203
shares
|
$498,235
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
21,865
shares
|
$490,650
0.03% of portfolio
|
Q4 2024
Added 8.43%
|