Who owns CAPITAL GROUP CORE PLUS INCO?
- Ticker: CGCP
- CUSIP Number: 14020y102
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Analyze quarterly positions in Capital Group Core Plus Inco with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Plus Inco stock
Who bought or sold CAPITAL GROUP CORE PLUS INCO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 4.4M | $99M | 112% | Mar 2024 |
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| Johnson Bixby & Associates | 3.3M | $75M | 14% | Mar 2024 |
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| UBS Group | 2.9M | $64M | 24% | Mar 2024 |
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| LPL Financial | 2.6M | $60M | 99% | Mar 2024 |
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| Cetera Investment Advisers | 2.6M | $57M | 1292% | Mar 2024 |
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| WNY Asset Management | 2.5M | $56M | 16% | Mar 2024 |
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| Envestnet Asset Management | 2.2M | $50M | 40% | Mar 2024 |
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| Souders Financial Advisors | 2.1M | $47M | 11% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.7M | $38M | 651% | Mar 2024 |
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| Commonwealth Equity Services | 1.7M | $37M | 28% | Mar 2024 |
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| Royal Bank of Canada | 1.4M | $32M | 122% | Mar 2024 |
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| Janney Montgomery Scott | 1.3M | $30M | 13% | Mar 2024 |
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| Stifel Financial | 1.3M | $29M | 102% | Mar 2024 |
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| Advisor Group Holdings | 1.1M | $26M | -59% | Mar 2024 |
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| McGlone Suttner Wealth Management | 1.1M | $24M | 2% | Mar 2024 |
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| IAM Advisory | 1.0M | $23M | 79% | Mar 2024 |
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| Raymond James & Associates | 1.0M | $23M | 68% | Mar 2024 |
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| Cambridge Investment Research Advisors | 991k | $22M | 6% | Mar 2024 |
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| Raymond James Financial Services Advisors | 979k | $22M | 11% | Mar 2024 |
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| Adamsbrown Wealth Consultants | 934k | $21M | 6% | Mar 2024 |
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| Bernardo Wealth Planning | 790k | $18M | 15% | Mar 2024 |
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| Main Line Retirement Advisors | 788k | $18M | 12% | Mar 2024 |
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| Harbour Investments | 766k | $17M | 12% | Dec 2023 |
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| Jane Street | 698k | $16M | -43% | Mar 2024 |
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| FinDec Wealth Services | 670k | $15M | -3% | Mar 2024 |
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| D. J. St. Germain | 635k | $14M | -4% | Dec 2023 |
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| Midwest Heritage Bank | 625k | $14M | 32% | Mar 2024 |
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| Ruggaard & Associates | 618k | $14M | 5% | Mar 2024 |
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| Lincoln National | 618k | $14M | 20% | Mar 2024 |
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| Confluence Wealth Services | 601k | $14M | 55% | Mar 2024 |
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| Condor Capital Management | 591k | $13M | 54% | Mar 2024 |
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| FinTrust Capital Advisors | 525k | $12M | 43% | Mar 2024 |
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| D.A. Davidson & Co. | 448k | $10M | 40% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 440k | $9.9M | 60% | Mar 2024 |
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| Fortress Wealth Management | 439k | $9.9M | 0% | Mar 2024 |
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| Retirement Group | 424k | $9.5M | 100% | Mar 2024 |
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| New England Capital Financial Advisors | 371k | $8.3M | 7% | Mar 2024 |
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| AA Financial Advisors | 369k | $8.3M | 100% | Mar 2024 |
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| Mutual Advisors | 340k | $7.6M | 20% | Mar 2024 |
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| Compass Financial | 312k | $7.0M | 0% | Mar 2024 |
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| Prospera Financial Services | 224k | $5.1M | 3% | Dec 2023 |
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| Aptus Capital Advisors | 222k | $5.0M | 31606% | Mar 2024 |
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| Advisory Services Network | 220k | $4.9M | 10% | Mar 2024 |
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| Landmark Wealth Management | 220k | $4.9M | 4% | Mar 2024 |
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| Citadel Advisors | 209k | $4.7M | 193% | Mar 2024 |
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| Kestra Advisory Services | 196k | $4.4M | 36% | Dec 2023 |
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| Concurrent Investment Advisors | 194k | $4.4M | 100% | Mar 2024 |
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| Baird Financial | 182k | $4.1M | 50% | Dec 2023 |
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| Advisory Alpha | 181k | $4.1M | 3% | Mar 2024 |
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| Bridgewealth Advisory Group | 165k | $3.7M | 686% | Mar 2024 |
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| Wagner Bowman Management | 162k | $3.6M | 36% | Mar 2024 |
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| Atria Wealth Solutions | 159k | $3.6M | 1% | Mar 2024 |
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| Private Advisor | 158k | $3.5M | 18% | Mar 2024 |
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| Mariner Wealth Advisors | 155k | $3.5M | -2% | Mar 2024 |
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| Lodestone Wealth Management | 149k | $3.3M | 30% | Mar 2024 |
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| Benjamin F. Edwards & Company | 145k | $3.3M | 24% | Mar 2024 |
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| Wealthcare Advisory Partners | 143k | $3.2M | 472% | Mar 2024 |
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| NavPoint Financial | 140k | $3.1M | 32% | Mar 2024 |
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| Acima Private Wealth | 126k | $2.8M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 122k | $2.7M | -73% | Mar 2024 |
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| H D Vest Advisory Services | 122k | $2.7M | 36% | Mar 2024 |
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| Belpointe Asset Management | 120k | $2.7M | 74% | Mar 2024 |
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| Sigma Planning | 119k | $2.7M | 168% | Mar 2024 |
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| Inspire Advisors | 118k | $2.7M | 13% | Mar 2024 |
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| Studio Investment Management | 112k | $2.5M | -2% | Mar 2024 |
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| Cornerstone Wealth Management | 112k | $2.5M | 3% | Mar 2024 |
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| Affiance Financial | 102k | $2.3M | 57% | Mar 2024 |
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| Morgan Stanley | 99k | $2.2M | 23125% | Mar 2024 |
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| Dechtman Wealth Management | 94k | $2.1M | 100% | Mar 2024 |
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| Capital Planning | 90k | $2.0M | 2% | Mar 2024 |
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| SOL Capital Management | 85k | $1.9M | 21% | Mar 2024 |
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| Thrivent Financial for Lutherans | 85k | $1.9M | 429% | Mar 2024 |
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| Strategic Family Wealth Counselors | 84k | $1.9M | 100% | Dec 2023 |
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| Davenport & Co | 79k | $1.8M | 16% | Mar 2024 |
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| Flow Traders US | 75k | $1.7M | 100% | Mar 2024 |
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| Continuum Advisory | 71k | $1.6M | 36% | Mar 2024 |
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| Nations Financial Group | 70k | $1.6M | 32% | Mar 2024 |
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| Kingsview Wealth Management | 69k | $1.6M | 5% | Mar 2024 |
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| Proequities | 69k | $1.6B | 22% | Mar 2024 |
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| Captrust Financial Advisors | 66k | $1.5M | 16% | Mar 2024 |
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| Ashton Thomas Private Wealth | 65k | $1.5M | 163% | Mar 2024 |
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| Jpmorgan Chase & Co | 61k | $1.4M | 1129% | Mar 2024 |
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| LongView Wealth Management | 60k | $1.3M | 7% | Mar 2024 |
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| Cherry Creek Investment Advisors | 60k | $1.3M | 13% | Mar 2024 |
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| Oppenheimer & Co | 55k | $1.2M | 44% | Mar 2024 |
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| Brian McDonald | 52k | $1.2M | 19% | Mar 2024 |
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| Merit Financial Group | 51k | $1.1M | 4% | Mar 2024 |
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| Moloney Securities Asset Management | 48k | $1.1M | -16% | Mar 2024 |
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| ValMark Advisers | 48k | $1.1M | 9% | Mar 2024 |
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| Atria Investments | 45k | $1.0M | -50% | Mar 2024 |
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| Financial Management Network | 36k | $812k | 17% | Mar 2024 |
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| AdvisorNet Financial | 35k | $788k | 76% | Mar 2024 |
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| Silverlake Wealth Management | 35k | $784k | 96% | Mar 2024 |
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| Simplicity Wealth | 33k | $743k | 100% | Mar 2024 |
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| Bleakley Financial Group | 33k | $743k | 2% | Mar 2024 |
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| Sawtooth Asset Management | 32k | $736k | 3% | Dec 2023 |
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| Hartline Investment Corporation | 32k | $725k | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 32k | $725k | 0% | Mar 2024 |
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| Susquehanna International | 32k | $710k | 100% | Mar 2024 |
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| Tradition Wealth Management | 30k | $680k | 6% | Mar 2024 |
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| Western Wealth Management | 30k | $677k | 87% | Mar 2024 |
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| Madison Wealth Partners | 29k | $644k | 0% | Mar 2024 |
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| Founders Financial Securities | 27k | $613k | 66% | Mar 2024 |
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| Prosperity Financial Group | 25k | $563k | -20% | Mar 2024 |
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| Yarger Wealth Strategies | 25k | $557k | 1% | Mar 2024 |
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| Change Path | 25k | $561k | -12% | Dec 2023 |
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| Hanson McClain Advisors | 24k | $547k | 14% | Mar 2024 |
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| Intergy Private Wealth | 24k | $545k | 17% | Mar 2024 |
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| RFG Advisory | 24k | $541k | -21% | Mar 2024 |
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| Financeware | 24k | $538k | 9% | Mar 2024 |
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| EverSource Wealth Advisors | 23k | $523k | 0% | Mar 2024 |
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| WealthCare Investment Partners | 23k | $512k | -1% | Mar 2024 |
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| American Financial Advisors | 23k | $505k | 2% | Mar 2024 |
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| Wetherby Asset Management | 22k | $495k | 19% | Mar 2024 |
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| Nbc Securities | 22k | $493k | -9% | Mar 2024 |
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| Financial Partners Group | 22k | $484k | 100% | Mar 2024 |
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| Pillar Wealth Advisors | 21k | $469k | 0% | Mar 2024 |
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| TrueWealth Advisors | 21k | $468k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 20k | $458k | 8% | Mar 2024 |
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| Core Wealth Partners | 20k | $443k | 100% | Mar 2024 |
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| Good Life Advisors | 19k | $422k | 0% | Mar 2024 |
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| IFG Advisory | 18k | $403k | 100% | Mar 2024 |
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| Silver Oak Securities | 16k | $357k | 4% | Mar 2024 |
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| Global Retirement Partners | 15k | $343k | 0% | Mar 2024 |
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| CWS Financial Advisors | 15k | $342k | 8% | Mar 2024 |
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| tru Independence | 15k | $334k | -57% | Mar 2024 |
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| Daymark Wealth Partners | 14k | $327k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 14k | $322k | 100% | Mar 2024 |
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| BlackDiamond Wealth Management | 14k | $303k | 29% | Mar 2024 |
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| Alpha Financial Advisors | 13k | $301k | 0% | Mar 2024 |
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| HoyleCohen | 13k | $298k | 100% | Dec 2023 |
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| Breakwater Capital Group | 13k | $294k | 7% | Mar 2024 |
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| J Arnold Wealth Management | 13k | $293k | 100% | Dec 2023 |
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| Tempus Wealth Planning | 13k | $290k | 100% | Mar 2024 |
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| Kuhn & Co Investment Counsel | 13k | $285k | 0% | Mar 2024 |
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| Frazier Financial Advisors | 13k | $285k | 0% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 13k | $284k | 100% | Mar 2024 |
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| Bank of America Corporation | 13k | $280k | 100% | Mar 2024 |
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| Principal Securities | 11k | $256k | 58% | Mar 2024 |
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| Rockport Wealth | 11k | $255k | 100% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 11k | $253k | 100% | Mar 2024 |
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| National Wealth Management Group | 11k | $244k | 20% | Mar 2024 |
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| Steward Partners Investment Advisory | 11k | $239k | 45% | Mar 2024 |
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| Zrc Wealth Management | 10k | $227k | 415% | Mar 2024 |
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| Integrated Wealth Concepts | 9.6k | $215k | 100% | Mar 2024 |
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| Carson Advisory | 9.1k | $204k | 100% | Mar 2024 |
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| Financial Perspectives | 5.6k | $125k | 29% | Mar 2024 |
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| Barrett & Company | 4.9k | $111k | 1% | Mar 2024 |
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| IFP Advisors | 3.4k | $77k | -96% | Dec 2023 |
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| Winch Advisory Services | 2.7k | $62k | 202% | Dec 2023 |
|
Who sold out of Capital Group Core Plus Inco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Multi-Financial Securities | Sep 2023 | 779k | $17M |
| Financial Network Investment Corporation | Sep 2023 | 132k | $2.8M |
| Brown Brothers Harriman & Co. | Dec 2023 | 44k | $1.0M |
| Ameritas Advisory Services | Sep 2023 | 37k | $797k |
| International Assets Investment Management | Dec 2023 | 9.9k | $225k |
| Financial Advocates Investment Management | Dec 2023 | 9.0k | $205k |