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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
40,115
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
39,551
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
38,110
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
37,879
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,647
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,336
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
35,960
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
35,513
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
34,517
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,070
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
31,505
shares
|
$0
0.4% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
30,321
shares
|
$0
0.39% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
29,450
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
29,450
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
26,387
shares
|
$0
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
24,582
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
24,076
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
21,207
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
19,438
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 93.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
18,637
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,650
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
17,623
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
17,123
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,123
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15,982
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 12.13%
|