Institutional Ownership Capital Group Core Plus Income (CGMU)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGMU). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 82.6 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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
411,672
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
300,740
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 72.92%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
299,973
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
298,553
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
297,998
shares
|
$0
6.62% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
285,753
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
277,250
shares
|
$0
1.06% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
223,625
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.25%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
203,277
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
199,048
shares
|
$0
4.54% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
195,426
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
194,612
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
191,446
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
191,146
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 32.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
184,556
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1558.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
166,864
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
165,656
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,174
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
145,057
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
138,388
shares
|
$0
1.82% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
137,473
shares
|
$0
1.44% of portfolio
|
Q4 2024
Added 397.12%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
131,999
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
130,354
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
127,616
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
123,711
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.56%
|