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 222 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,139,969
shares
|
$25.4 Million
5.99% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,052,329
shares
|
$23.4 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,047,371
shares
|
$23.3 Million
1.69% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
963,542
shares
|
$21.4 Million
1.0% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
886,110
shares
|
$19.7 Million
9.84% of portfolio
|
Q4 2024
Added 55.86%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
864,326
shares
|
$19.2 Million
11.6% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
864,189
shares
|
$19.2 Million
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
861,256
shares
|
$19.2 Million
1.51% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
830,262
shares
|
$18.5 Million
0.06% of portfolio
|
Q3 2024
Added 710.98%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
795,640
shares
|
$17.7 Million
13.8% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
751,077
shares
|
$16.7 Million
8.18% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
735,597
shares
|
$16.4 Million
2.36% of portfolio
|
Q3 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
682,224
shares
|
$15.2 Million
1.44% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
657,490
shares
|
$14.6 Million
1.13% of portfolio
|
Q4 2024
Added 50.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
643,403
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
634,941
shares
|
$14.1 Million
2.54% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
628,419
shares
|
$14 Million
6.32% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
619,739
shares
|
$13.8 Million
0.54% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
619,354
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 158.08%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
596,533
shares
|
$13.3 Million
0.11% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
592,975
shares
|
$13.2 Million
3.51% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
553,853
shares
|
$12.3 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
544,175
shares
|
$12.1 Million
9.28% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
495,038
shares
|
$11 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
494,377
shares
|
$11 Million
5.93% of portfolio
|
Q3 2024
Added 28.96%
|