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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
4,954
shares
|
$110,276
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,906
shares
|
$109,207
0.0% of portfolio
|
Q3 2024
Added 69.29%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
4,301
shares
|
$95,740
0.06% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,496
shares
|
$77,820
0.0% of portfolio
|
Q3 2024
Added 41.6%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,350
shares
|
$74,571
0.0% of portfolio
|
Q2 2024
Reduced 98.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$74,571
0.01% of portfolio
|
Q1 2024
Added 19.64%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,816
shares
|
$62,684
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,744
shares
|
$61,081
0.0% of portfolio
|
Q2 2024
Reduced 19.79%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,303
shares
|
$51,264
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,774
shares
|
$39,489
0.0% of portfolio
|
Q3 2024
Added 49.83%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,601
shares
|
$35,638
0.02% of portfolio
|
Q2 2024
Added 160000.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,344
shares
|
$29,917
0.0% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
1,145
shares
|
$25,487
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,049
shares
|
$23,350
0.01% of portfolio
|
Q1 2023
Reduced 59.81%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$22,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
785
shares
|
$17,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
430
shares
|
$9,571
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
318
shares
|
$7,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
67
shares
|
$1,491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17
shares
|
$378
0.04% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6
shares
|
$133
0.0% of portfolio
|
Q4 2024
Reduced 99.56%
|