Institutional Ownership Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,445,346
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 70.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,751,696
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 89.06%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,993,651
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 55.47%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
2,045,489
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,913,313
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 39.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,801,857
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 37.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,714,154
shares
|
$0
0.07% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,646,093
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 72.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,495,230
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,293,352
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,060,939
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 283.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,031,895
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
719,243
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
686,781
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 130.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
645,815
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
632,146
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 51.61%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
621,840
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
605,579
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
565,918
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
518,728
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 145.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
518,470
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
512,712
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
512,303
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 42.88%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
501,020
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 41.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
496,548
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|