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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
21,235
shares
|
$476,513
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,988
shares
|
$470,970
0.07% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
20,432
shares
|
$458,494
0.05% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
19,709
shares
|
$442,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
19,152
shares
|
$429,770
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
18,353
shares
|
$411,841
0.1% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
17,889
shares
|
$401,429
0.04% of portfolio
|
Q4 2024
Added 97.36%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,855
shares
|
$400,666
0.18% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,774
shares
|
$398,848
0.0% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
17,509
shares
|
$392,901
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
17,140
shares
|
$384,621
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
16,889
shares
|
$378,989
0.17% of portfolio
|
Q4 2024
Added 25.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,870
shares
|
$378,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
16,587
shares
|
$372,212
0.12% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
16,436
shares
|
$368,823
0.07% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
14,782
shares
|
$331,708
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
14,349
shares
|
$321,991
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,171
shares
|
$317,997
0.27% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
14,045
shares
|
$315,169
0.18% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
13,390
shares
|
$300,471
0.04% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,137
shares
|
$294,794
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
12,912
shares
|
$289,745
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,843
shares
|
$288,196
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
12,694
shares
|
$284,853
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
12,505
shares
|
$280,612
0.1% of portfolio
|
Q4 2024
New holding
|