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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
494,428
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
461,595
shares
|
$0
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
442,334
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
434,488
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 990.25%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
428,385
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 92.84%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
391,446
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
384,059
shares
|
$0
10.07% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
352,795
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
330,329
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
326,026
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
323,965
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
297,457
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 274.97%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
287,085
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
280,955
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
279,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
262,303
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
257,192
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
253,413
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
235,772
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
229,729
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,822
shares
|
$0
0.1% of portfolio
|
Q2 2024
Added 24.57%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
218,887
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
214,744
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
212,138
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 315.05%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
200,792
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 56.72%
|