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 192 institutions that hold shares in the stock, with a total of 35.9 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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
73,574
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
72,934
shares
|
$0
1.0% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
68,771
shares
|
$0
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
67,359
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 55.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
66,764
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 55.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
62,665
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
58,906
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 239.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
56,869
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 51.19%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
54,622
shares
|
$0
0.45% of portfolio
|
Q4 2024
Added 93.85%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
53,734
shares
|
$0
0.77% of portfolio
|
Q3 2024
Added 4442.18%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
51,112
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
49,735
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 531.8%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
49,525
shares
|
$0
0.09% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
48,646
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,059
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 63.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
45,567
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
44,825
shares
|
$0
0.84% of portfolio
|
Q4 2024
Added 151.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
42,711
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
41,992
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
40,962
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
40,879
shares
|
$0
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
40,138
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
39,852
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
37,842
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
37,201
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|