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 216 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
26,454
shares
|
$589,130
0.17% of portfolio
|
Q3 2024
Added 71.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
26,251
shares
|
$584,609
0.02% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
25,150
shares
|
$560,090
0.06% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
24,941
shares
|
$555,436
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
24,250
shares
|
$540,047
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
24,040
shares
|
$535,370
0.02% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
23,026
shares
|
$512,789
0.19% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
22,961
shares
|
$511,341
0.05% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
22,957
shares
|
$511,252
0.02% of portfolio
|
Q3 2024
Added 141.47%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
22,477
shares
|
$500,562
0.24% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
22,203
shares
|
$494,460
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
21,865
shares
|
$486,933
0.03% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
21,854
shares
|
$486,688
0.06% of portfolio
|
Q3 2024
Added 58.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,897
shares
|
$465,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,711
shares
|
$461,233
0.07% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
19,152
shares
|
$426,515
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,855
shares
|
$397,630
0.18% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,774
shares
|
$395,826
0.0% of portfolio
|
Q4 2024
Added 19.91%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
17,527
shares
|
$390,326
0.15% of portfolio
|
Q3 2024
Added 74.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
16,889
shares
|
$376,118
0.17% of portfolio
|
Q4 2024
Added 25.84%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
16,587
shares
|
$369,392
0.12% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
16,436
shares
|
$366,029
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
|
$329,195
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
14,349
shares
|
$319,552
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,171
shares
|
$315,588
0.28% of portfolio
|
Q3 2024
Added 1.84%
|