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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
185,363
shares
|
$0
0.52% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
180,105
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
170,352
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
168,819
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
159,410
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 507.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
156,111
shares
|
$0
0.11% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
154,573
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
153,760
shares
|
$0
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
148,332
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
142,821
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
128,800
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 32.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
126,407
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 114.59%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
121,453
shares
|
$0
1.77% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
120,608
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
116,540
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
116,107
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 100.82%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
114,585
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
112,836
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
110,681
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
105,348
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
101,971
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 105.03%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
101,035
shares
|
$0
1.14% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
98,796
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
97,817
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
97,553
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|