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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
30,792
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 51.0%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
29,702
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
28,966
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 41.88%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
27,395
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 51.4%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
27,283
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
27,135
shares
|
$0
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
26,954
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
26,151
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
25,295
shares
|
$0
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
25,278
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,761
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 51.64%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
23,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
23,199
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
22,096
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
21,821
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
21,800
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,672
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
21,400
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 92.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20,988
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 60.98%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,858
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
19,688
shares
|
$0
0.38% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,462
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
19,040
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
18,570
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
17,898
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|