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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
11,854
shares
|
$266,003
0.04% of portfolio
|
Q4 2024
Reduced 48.12%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
11,725
shares
|
$263,109
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
11,528
shares
|
$258,688
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,731
shares
|
$240,803
0.16% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
10,105
shares
|
$226,756
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
9,671
shares
|
$217,017
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
9,628
shares
|
$216,052
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,261
shares
|
$207,816
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,130
shares
|
$204,877
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
8,584
shares
|
$192,624
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
8,269
shares
|
$185,556
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,081
shares
|
$158,897
0.01% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,980
shares
|
$156,631
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
6,925
shares
|
$155,397
0.05% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,382
shares
|
$143,212
0.01% of portfolio
|
Q4 2024
Added 82.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$142,404
0.05% of portfolio
|
Q4 2024
Reduced 51.08%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
4,954
shares
|
$111,167
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,350
shares
|
$97,614
0.0% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,350
shares
|
$97,614
0.01% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
4,301
shares
|
$96,514
0.06% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,816
shares
|
$63,191
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,594
shares
|
$58,209
0.03% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,556
shares
|
$57,356
0.0% of portfolio
|
Q4 2024
Added 44.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,450
shares
|
$54,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,236
shares
|
$50,175
0.0% of portfolio
|
Q4 2024
New holding
|