Institutional Ownership Capital Grp Core Plus Income E (CGSD)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGSD). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 18.8 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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,175,045
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,470,612
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,350,895
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 50.4%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,252,015
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,215,867
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,210,621
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
860,214
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
760,145
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 59.29%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
620,598
shares
|
$0
5.84% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
546,329
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 51.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
492,942
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
416,276
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.24%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
301,386
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
297,187
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 206.3%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
268,707
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
252,425
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
251,230
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
241,136
shares
|
$0
3.02% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
221,572
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
216,469
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
211,834
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 198.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
208,344
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
191,986
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 887.99%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
171,815
shares
|
$0
2.21% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
164,930
shares
|
$0
0.28% of portfolio
|
Q4 2024
Added 0.89%
|