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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
14,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
14,496
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
13,986
shares
|
$0
0.33% of portfolio
|
Q3 2024
Added 53.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
13,700
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 65.06%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
13,674
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
13,304
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
13,236
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
12,963
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
12,835
shares
|
$0
0.29% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
12,239
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
12,177
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 96.4%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
12,159
shares
|
$0
0.17% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,018
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,916
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
11,499
shares
|
$0
0.08% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,126
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
11,103
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,026
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,698
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 35.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
10,623
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
10,345
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,039
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
9,540
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,409
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|