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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
9,356
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
9,135
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
8,850
shares
|
$0
0.13% of portfolio
|
Q3 2024
Reduced 31.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,782
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,573
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
8,500
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,419
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,917
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 91.69%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
7,887
shares
|
$0
0.03% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
7,506
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
7,400
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,294
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,220
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,219
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,731
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,554
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 74.08%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,433
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,908
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 135.85%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
3,625
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,534
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,132
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 89.92%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
3,099
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,416
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,082
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|