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 158 institutions that hold shares in the stock, with a total of 74.6 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 |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
36,644
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 106.4%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
36,550
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.75%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
34,706
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,512
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.58%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
31,852
shares
|
$0
0.4% of portfolio
|
Q4 2024
Added 58.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
31,359
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
30,696
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,211
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
28,111
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
27,654
shares
|
$0
0.31% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
24,821
shares
|
$0
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
24,580
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
23,525
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 435.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
20,689
shares
|
$0
0.44% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
20,595
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
20,095
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
19,985
shares
|
$0
0.32% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
19,464
shares
|
$0
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
18,507
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
18,343
shares
|
$0
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
16,077
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 49.73%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
15,164
shares
|
$0
0.17% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,097
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.72%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
14,792
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
14,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.32%
|