Who owns CAPITAL GROUP CORE PLUS INCO?
- Ticker: CGCP
- CUSIP Number: 14020y102
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Johnson Bixby & Associates | 3.3M | $75M | 14% | Mar 2024 |
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| Advisor Group Holdings | 2.8M | $63M | 28% | Dec 2023 |
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| UBS Group | 2.3M | $52M | 63% | Dec 2023 |
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| WNY Asset Management | 2.2M | $49M | -9% | Dec 2023 |
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| Wells Fargo & Company | 2.1M | $47M | 58% | Dec 2023 |
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| Souders Financial Advisors | 1.9M | $43M | 17% | Dec 2023 |
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| Commonwealth Equity Services | 1.3M | $29M | 13% | Dec 2023 |
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| Jane Street | 1.2M | $28M | -9% | Dec 2023 |
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| Janney Montgomery Scott | 1.2M | $27M | 24% | Dec 2023 |
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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 | 883k | $20M | 5% | Dec 2023 |
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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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| FinDec Wealth Services | 691k | $16M | -10% | Dec 2023 |
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| Bernardo Wealth Planning | 688k | $16M | 19% | Dec 2023 |
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| Royal Bank of Canada | 648k | $15M | 28% | Dec 2023 |
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| D. J. St. Germain | 635k | $14M | -4% | Dec 2023 |
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| Stifel Financial | 632k | $14M | -28% | Dec 2023 |
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| Midwest Heritage Bank | 625k | $14M | 32% | Mar 2024 |
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| Confluence Wealth Services | 601k | $14M | 55% | Mar 2024 |
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| Ruggaard & Associates | 591k | $13M | 5% | Dec 2023 |
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| Lincoln National | 514k | $12M | 25% | Dec 2023 |
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| Branch Banking & Trust Company | 459k | $10M | 3689% | Dec 2023 |
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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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| Condor Capital Management | 384k | $8.7M | 100% | Dec 2023 |
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| New England Capital Financial Advisors | 348k | $7.9M | 57% | Dec 2023 |
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| D.A. Davidson & Co. | 320k | $7.3M | -4% | Dec 2023 |
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| Compass Financial | 313k | $7.1M | 100% | Dec 2023 |
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| Mutual Advisors | 284k | $6.4M | 21% | Dec 2023 |
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| Prospera Financial Services | 224k | $5.1M | 3% | Dec 2023 |
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| Landmark Wealth Management | 220k | $4.9M | 4% | Mar 2024 |
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| Advisory Services Network | 201k | $4.6M | 100% | Dec 2023 |
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| Kestra Advisory Services | 196k | $4.4M | 36% | Dec 2023 |
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| Baird Financial | 182k | $4.1M | 50% | Dec 2023 |
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| Advisory Alpha | 177k | $4.0M | 9% | Dec 2023 |
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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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| Mariner Wealth Advisors | 158k | $3.6M | 241% | Dec 2023 |
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| Atria Wealth Solutions | 158k | $3.6M | 31% | Dec 2023 |
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| Wealthcare Advisory Partners | 143k | $3.2M | 472% | Mar 2024 |
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| Private Advisor | 134k | $3.0M | 21% | Dec 2023 |
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| Acima Private Wealth | 126k | $2.8M | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 117k | $2.7M | 16% | Dec 2023 |
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| Lodestone Wealth Management | 115k | $2.6M | 367% | Dec 2023 |
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| Studio Investment Management | 115k | $2.6M | 97% | Dec 2023 |
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| Cornerstone Wealth Management | 112k | $2.5M | 3% | Mar 2024 |
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| NavPoint Financial | 106k | $2.4M | 100% | Dec 2023 |
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| Inspire Advisors | 105k | $2.4M | 4% | Dec 2023 |
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| Affiance Financial | 102k | $2.3M | 57% | 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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| Atria Investments | 89k | $2.0M | -28% | Dec 2023 |
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| H D Vest Advisory Services | 89k | $2.0M | 17% | Dec 2023 |
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| SOL Capital Management | 85k | $1.9M | 21% | Mar 2024 |
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| Strategic Family Wealth Counselors | 84k | $1.9M | 100% | Dec 2023 |
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| Citadel Advisors | 71k | $1.6M | 360% | Dec 2023 |
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| Nations Financial Group | 70k | $1.6M | 32% | Mar 2024 |
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| Davenport & Co | 68k | $1.5M | 16% | Dec 2023 |
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| Kingsview Wealth Management | 66k | $1.5M | 58% | Dec 2023 |
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| Ashton Thomas Private Wealth | 65k | $1.5M | 163% | 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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| Moloney Securities Asset Management | 57k | $1.3M | 115% | Dec 2023 |
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| Captrust Financial Advisors | 57k | $1.3M | -29% | Dec 2023 |
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| Proequities | 56k | $1.3B | 14% | Dec 2023 |
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| Continuum Advisory | 52k | $1.2M | 1% | Dec 2023 |
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| Merit Financial Group | 49k | $1.1M | -18% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 44k | $1.0M | 5% | Dec 2023 |
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| Sigma Planning | 44k | $1.0M | -48% | Dec 2023 |
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| ValMark Advisers | 44k | $994k | 39% | Dec 2023 |
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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 | 32k | $736k | 3% | Dec 2023 |
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| Sawtooth Asset Management | 32k | $736k | 3% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 32k | $733k | -2% | Dec 2023 |
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| Madison Wealth Partners | 29k | $650k | -9% | Dec 2023 |
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| Tradition Wealth Management | 28k | $645k | 0% | Dec 2023 |
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| Founders Financial Securities | 27k | $613k | 66% | Mar 2024 |
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| Change Path | 25k | $561k | -12% | Dec 2023 |
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| Yarger Wealth Strategies | 25k | $556k | -4% | 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 | 643% | Dec 2023 |
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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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| Nbc Securities | 22k | $493k | -9% | Mar 2024 |
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| Pillar Wealth Advisors | 21k | $473k | 0% | Dec 2023 |
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| TrueWealth Advisors | 21k | $468k | 100% | Mar 2024 |
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| Core Wealth Partners | 20k | $443k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 19k | $426k | 99% | Dec 2023 |
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| Good Life Advisors | 19k | $425k | 67% | Dec 2023 |
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| Wetherby Asset Management | 19k | $420k | 100% | Dec 2023 |
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| Western Wealth Management | 16k | $366k | 100% | Dec 2023 |
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| Global Retirement Partners | 15k | $343k | 0% | Mar 2024 |
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| Silver Oak Securities | 15k | $347k | 90% | Dec 2023 |
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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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| CWS Financial Advisors | 14k | $318k | 100% | Dec 2023 |
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| Alpha Financial Advisors | 13k | $305k | 100% | Dec 2023 |
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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 | $288k | 100% | Dec 2023 |
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| Frazier Financial Advisors | 13k | $288k | 100% | Dec 2023 |
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| Wiley Bros.-aintree Capital | 11k | $253k | 100% | Mar 2024 |
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| BlackDiamond Wealth Management | 11k | $236k | 100% | Dec 2023 |
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| Zrc Wealth Management | 10k | $227k | 415% | Mar 2024 |
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| National Wealth Management Group | 9.1k | $206k | 100% | Dec 2023 |
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| Financial Advocates Investment Management | 9.0k | $205k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 7.4k | $167k | 37% | Dec 2023 |
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| Principal Securities | 7.2k | $164k | 100% | Dec 2023 |
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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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| Jpmorgan Chase & Co | 4.9k | $112k | 100% | Dec 2023 |
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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 |
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| Northwest Financial Advisors | 2.4k | $55k | 100% | Dec 2023 |
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| Creative Financial Designs | 2.0k | $46k | 0% | Dec 2023 |
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| Huntington National Bank | 1.4k | $32k | 100% | Dec 2023 |
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| CarsonAllaria Wealth Management | 1.0k | $24k | 0% | Dec 2023 |
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| Larson Financial Group | 430.00 | $9.8k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 10.00 | $227.000000 | 100% | Dec 2023 |
|
Who sold out of Capital Group Core Plus Inco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Sep 2023 | 37k | $797k |
| International Assets Investment Management | Dec 2023 | 9.9k | $225k |