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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,833
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.5%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,581
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,088
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 165.51%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
17,015
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,010
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
16,271
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,736
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15,607
shares
|
$0
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
15,550
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
15,338
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
14,834
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
14,810
shares
|
$0
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
14,129
shares
|
$0
0.31% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,815
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
13,812
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
13,756
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
13,653
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
13,376
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
13,376
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
12,548
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
12,331
shares
|
$0
0.17% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,173
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 42.71%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,718
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
11,624
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.36%
|