Who owns CAPITAL GROUP CORE BALANCED?
- Ticker: CGBL
- CUSIP Number: 14021d107
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Analyze quarterly positions in Capital Group Core Balanced with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Balanced stock
Who bought or sold CAPITAL GROUP CORE BALANCED this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 2.5M | $78M | 73% | Sep 2024 |
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| Advance Capital Management | 2.1M | $65M | 4% | Sep 2024 |
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| Envestnet Asset Management | 1.6M | $50M | 41% | Sep 2024 |
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| Royal Bank of Canada | 1.5M | $46M | 17% | Sep 2024 |
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| Cambridge Investment Research Advisors | 954k | $30M | 40% | Sep 2024 |
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| Commonwealth Equity Services | 889k | $28M | 26% | Sep 2024 |
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| Advisor Group Holdings | 801k | $25M | 48% | Sep 2024 |
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| Morgan Stanley | 743k | $22M | 868% | Jun 2024 |
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| Kestra Advisory Services | 575k | $18M | 149% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 522k | $16M | 217% | Jun 2024 |
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| Raymond James & Associates | 492k | $15M | 2489% | Sep 2024 |
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| D. J. St. Germain | 469k | $15M | 20% | Sep 2024 |
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| Cetera Investment Advisers | 400k | $12M | 100% | Jun 2024 |
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| Jane Street | 307k | $9.5M | -31% | Sep 2024 |
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| Flow Traders US | 268k | $8.3M | 266% | Sep 2024 |
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| Private Advisor | 263k | $8.2M | 300% | Sep 2024 |
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| Mml Investors Services | 243k | $7.5M | 18% | Sep 2024 |
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| Harbour Investments | 223k | $6.9M | 73% | Sep 2024 |
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| Smartleaf Asset Management | 212k | $6.6M | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 209k | $6.5M | 47% | Sep 2024 |
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| Concurrent Investment Advisors | 195k | $6.0M | -2% | Sep 2024 |
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| D.A. Davidson & Co. | 179k | $5.3M | 27% | Jun 2024 |
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| Sunbelt Securities | 155k | $4.8M | -17% | Sep 2024 |
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| Capital Group Private Client Services | 154k | $4.8M | 38% | Sep 2024 |
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| Rockport Wealth | 138k | $4.1M | 43% | Jun 2024 |
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| Raymond James Financial Services Advisors | 127k | $3.9M | 170% | Sep 2024 |
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| WR Wealth Planners | 125k | $3.9M | -1% | Sep 2024 |
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| Kestra Private Wealth Services | 113k | $3.5M | 562% | Sep 2024 |
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| Advisory Services Network | 106k | $3.2M | 0% | Sep 2024 |
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| Founders Financial Securities | 102k | $3.2M | 33% | Sep 2024 |
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| Johnson Bixby & Associates | 97k | $3.0M | 54% | Sep 2024 |
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| Envestnet Portfolio Solutions | 93k | $2.9M | 147% | Sep 2024 |
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| Tempus Wealth Planning | 91k | $2.8M | 32% | Sep 2024 |
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| Benjamin Edwards | 89k | $2.8M | 100% | Sep 2024 |
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| Acas | 87k | $2.7M | 117% | Sep 2024 |
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| Taylor Financial Group | 80k | $2.5M | 12% | Sep 2024 |
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| HighTower Advisors | 80k | $2.4M | -1% | Jun 2024 |
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| Stifel Financial | 76k | $2.3M | 140% | Jun 2024 |
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| LongView Wealth Management | 72k | $2.2M | 153% | Sep 2024 |
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| Cullen Frost Bankers | 69k | $2.1M | 91% | Sep 2024 |
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| Atria Wealth Solutions | 65k | $2.0M | 371% | Sep 2024 |
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| Janney Montgomery Scott | 64k | $2.0M | 29% | Sep 2024 |
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| Ameritas Advisory Services | 63k | $1.9M | -27% | Sep 2024 |
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| Westside Investment Management | 61k | $1.9M | 39% | Sep 2024 |
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| Confluence Wealth Services | 61k | $1.9M | 1% | Sep 2024 |
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| AA Financial Advisors | 59k | $1.8M | 15% | Sep 2024 |
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| Davies Financial Advisors | 58k | $1.8M | 50% | Sep 2024 |
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| Clear Creek Financial Management | 58k | $1.8M | 53% | Sep 2024 |
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| Old Mission Capital | 56k | $1.7M | -69% | Jun 2024 |
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| Brian McDonald | 52k | $1.6M | -1% | Sep 2024 |
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| CWM | 49k | $1.5M | 25% | Sep 2024 |
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| Benjamin F. Edwards & Company | 48k | $1.4M | -13% | Jun 2024 |
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| Kingsview Wealth Management | 46k | $1.4M | 80% | Sep 2024 |
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| RFG Advisory | 46k | $1.4M | 16% | Sep 2024 |
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| Proequities | 46k | $1.4B | 175% | Sep 2024 |
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| Mutual Advisors | 46k | $1.4M | 36% | Sep 2024 |
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| Seamount Financial Group | 46k | $1.4M | 85% | Sep 2024 |
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| Pensionmark Financial Group | 45k | $1.4M | 65% | Sep 2024 |
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| Capital Research and Management Company - Division 3 | 42k | $1.3M | -94% | Sep 2024 |
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| Captrust Financial Advisors | 41k | $1.3M | 38% | Sep 2024 |
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| Clarity Wealth Advisors | 40k | $1.2M | 229% | Sep 2024 |
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| Venture Visionary Partners | 39k | $1.2M | -1% | Sep 2024 |
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| PFG Advisors | 33k | $1.0M | 100% | Sep 2024 |
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| Jones Financial Companies, L.L | 32k | $1.0M | 100% | Sep 2024 |
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| Signature Estate and Investment Advisors | 31k | $959k | 156% | Sep 2024 |
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| RIA Advisory Group | 30k | $939k | 100% | Sep 2024 |
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| National Asset Management | 29k | $910k | 100% | Sep 2024 |
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| Koshinski Asset Management | 29k | $896k | 130% | Sep 2024 |
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| Smith, Moore & Co. | 29k | $894k | 5% | Sep 2024 |
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| Oakmont Partners | 28k | $878k | -12% | Sep 2024 |
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| Prospera Financial Services | 25k | $777k | 30% | Sep 2024 |
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| Moloney Securities Asset Management | 24k | $753k | 8% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 24k | $749k | 100% | Sep 2024 |
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| ValMark Advisers | 23k | $716k | 2% | Sep 2024 |
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| Keystone Wealth Services | 22k | $694k | 100% | Sep 2024 |
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| Mesirow Financial Investment Management International Equity | 21k | $653k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 21k | $651k | 100% | Sep 2024 |
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| GPS Wealth Strategies Group | 21k | $650k | 100% | Sep 2024 |
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| Bleakley Financial Group | 21k | $641k | 21% | Sep 2024 |
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| Beacon Financial Advisory | 20k | $618k | 42% | Sep 2024 |
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| Stratos Wealth Advisors | 20k | $618k | 88% | Sep 2024 |
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| Armstrong, Fleming & Moore | 19k | $586k | 1% | Sep 2024 |
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| Essex Financial Services | 18k | $569k | 100% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 18k | $550k | 60% | Sep 2024 |
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| McNamara Financial Services | 17k | $531k | 44% | Sep 2024 |
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| CWS Financial Advisors | 16k | $471k | 77% | Jun 2024 |
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| Advisor OS | 15k | $471k | 100% | Sep 2024 |
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| Financial Advocates Investment Management | 15k | $459k | 22% | Sep 2024 |
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| First Heartland Consultants | 14k | $444k | 58% | Sep 2024 |
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| Bridgewealth Advisory Group | 14k | $431k | 18% | Sep 2024 |
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| High Net Worth Advisory Group | 14k | $423k | 0% | Sep 2024 |
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| Tennessee Valley Asset Management Partners | 13k | $416k | 100% | Sep 2024 |
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| Branch Banking & Trust Company | 13k | $378k | -2% | Jun 2024 |
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| H D Vest Advisory Services | 13k | $370k | 5% | Jun 2024 |
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| Bare Financial Services | 12k | $372k | 646% | Sep 2024 |
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| Carson Advisory | 12k | $359k | 100% | Sep 2024 |
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| Smith Thornton Advisors | 11k | $355k | 100% | Sep 2024 |
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| Tyler-Stone Wealth Management | 10k | $318k | 100% | Sep 2024 |
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| Hilltop Holdings | 9.8k | $303k | 0% | Sep 2024 |
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| Continuum Advisory | 9.6k | $301k | 167% | Sep 2024 |
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| Lodestone Wealth Management | 9.3k | $289k | 27% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 9.2k | $272k | 100% | Jun 2024 |
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| CFS Investment Advisory Services | 8.6k | $266k | 100% | Sep 2024 |
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| Holistic Planning | 8.5k | $264k | 100% | Sep 2024 |
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| Stratos Wealth Partners | 8.4k | $262k | 100% | Sep 2024 |
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| Latitude Advisors | 8.2k | $256k | 0% | Sep 2024 |
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| Gateway Wealth Partners | 8.2k | $254k | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 8.1k | $251k | -4% | Sep 2024 |
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| Rothschild Investment | 8.0k | $247k | 152% | Sep 2024 |
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| tru Independence | 7.1k | $220k | 100% | Sep 2024 |
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| Hobart Private Capital | 6.8k | $210k | 100% | Sep 2024 |
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| Summit Global Investments | 6.7k | $209k | 100% | Sep 2024 |
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| Transcendent Capital Group | 6.3k | $196k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 5.4k | $161k | 10% | Jun 2024 |
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| Private Trust Co Na | 5.2k | $153k | 100% | Jun 2024 |
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| Ashton Thomas Securities | 4.5k | $141k | 100% | Sep 2024 |
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| ICA Group Wealth Management | 4.2k | $124k | 154% | Jun 2024 |
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| Hobbs Group Advisors | 3.2k | $100k | 257% | Sep 2024 |
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| AdvisorNet Financial | 3.2k | $99k | 132% | Sep 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 2.4k | $75k | 0% | Sep 2024 |
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| Plante Moran Financial Advisors | 2.4k | $75k | 100% | Sep 2024 |
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| Goss Wealth Management | 2.3k | $69k | 53% | Jun 2024 |
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| Arvest Investments | 1.8k | $55k | 0% | Sep 2024 |
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| Oarsman Capital | 1.7k | $51k | 100% | Sep 2024 |
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| IFP Advisors | 1.1k | $33k | 100% | Jun 2024 |
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| TD Waterhouse Canada | 850.00 | $26k | 0% | Sep 2024 |
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| Iron Horse Wealth Management | 800.00 | $25k | 0% | Sep 2024 |
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| Global Retirement Partners | 477.00 | $15k | 100% | Sep 2024 |
|
| Bell Investment Advisors | 46.00 | $1.4k | 2% | Sep 2024 |
|
| Wells Fargo & Company | 1.00 | $28.000000 | 0% | Sep 2024 |
|
Who sold out of Capital Group Core Balanced?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2024 | 60k | $1.7M |
| Susquehanna International | Jun 2024 | 58k | $1.7M |
| Simplicity Wealth | Jun 2024 | 17k | $506k |
| Northwestern Mutual Wealth Management Company | Jun 2024 | 385.00 | $11k |