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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
112,265
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
111,863
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
111,619
shares
|
$0
0.05% of portfolio
|
Q2 2024
Added 25.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
109,402
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
107,358
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
101,922
shares
|
$0
1.22% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
101,214
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 73.78%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
99,895
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
94,762
shares
|
$0
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
93,738
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 57.75%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
78,859
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
77,851
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 23.76%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
76,102
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
73,755
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
70,471
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
66,758
shares
|
$0
1.42% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
65,694
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 66.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
65,072
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
63,061
shares
|
$0
0.28% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
62,874
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 349.1%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
60,429
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 1609.93%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
59,670
shares
|
$0
0.43% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
59,355
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
59,083
shares
|
$0
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
58,667
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 57.97%
|