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 92 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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,587,209
shares
|
$0
0.38% of portfolio
|
Q3 2024
Added 3096.67%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
2,152,965
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 506.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,470,612
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,291,077
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,044,368
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 89.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
964,072
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
951,572
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 84.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
898,175
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 28.31%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
532,318
shares
|
$0
5.99% of portfolio
|
Q2 2024
Added 30.17%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
477,219
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 39.46%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
409,535
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 41.0%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
360,930
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 348.6%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
294,734
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 18.81%
|
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
237,239
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
227,752
shares
|
$0
3.06% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
198,982
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 33.97%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
195,486
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 464.65%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
168,141
shares
|
$0
2.18% of portfolio
|
Q3 2024
Added 71.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
163,478
shares
|
$0
0.28% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
136,303
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 328.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
125,846
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
121,998
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
121,978
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
121,685
shares
|
$0
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|