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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
52,179
shares
|
$0
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
51,812
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 90.23%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
50,152
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
47,515
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
46,047
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
43,668
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
42,711
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
42,089
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 43.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
41,992
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
41,787
shares
|
$0
0.59% of portfolio
|
Q4 2024
Added 195.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
40,537
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 487.07%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
40,138
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
38,700
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 59.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
37,846
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
37,201
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
37,154
shares
|
$0
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
36,884
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 220.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
35,173
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 45.4%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
34,601
shares
|
$0
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
33,296
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
33,106
shares
|
$0
0.78% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
32,098
shares
|
$0
0.45% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
31,202
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
31,063
shares
|
$0
0.42% of portfolio
|
Q4 2024
Reduced 11.75%
|