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 |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 33M | $752M | 23% | Sep 2025 |
|
| LPL Financial | 19M | $431M | 29% | Sep 2025 |
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| Morgan Stanley | 14M | $324M | 100% | Jun 2025 |
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| Wells Fargo & Company | 13M | $296M | 12% | Sep 2025 |
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| Envestnet Asset Management | 9.0M | $205M | 19% | Sep 2025 |
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| Johnson Bixby & Associates | 5.8M | $132M | 3% | Sep 2025 |
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| Cetera Investment Advisers | 5.8M | $131M | 9% | Sep 2025 |
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| Raymond James Financial | 5.4M | $123M | 17% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 5.2M | $119M | 5% | Sep 2025 |
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| UBS Group | 4.3M | $97M | 8% | Sep 2025 |
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| WNY Asset Management | 4.2M | $95M | 3% | Sep 2025 |
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| Janney Montgomery Scott | 3.6M | $82M | 25% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 3.3M | $75M | 13% | Sep 2025 |
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| Royal Bank of Canada | 3.2M | $72M | 9% | Sep 2025 |
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| Commonwealth Equity Services | 3.0M | $68M | -19% | Sep 2025 |
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| Souders Financial Advisors | 2.9M | $67M | 5% | Sep 2025 |
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| Mml Investors Services | 2.4M | $55M | 5% | Sep 2025 |
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| Stifel Financial | 2.4M | $55M | 9% | Sep 2025 |
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| Advisor Group Holdings | 2.4M | $54M | 21% | Sep 2025 |
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| Merit Financial Group | 2.3M | $51M | 1079% | Sep 2025 |
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| Jones Financial Companies, L.L | 2.2M | $51M | 25% | Sep 2025 |
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| Harbour Investments | 2.1M | $48M | 7% | Sep 2025 |
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| Cambridge Investment Research Advisors | 2.0M | $45M | 3% | Sep 2025 |
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| Stonebridge Financial Group | 1.9M | $43M | 15% | Sep 2025 |
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| Captrust Financial Advisors | 1.6M | $37M | 7% | Sep 2025 |
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| Wood Tarver Financial Group | 1.6M | $37M | 3% | Sep 2025 |
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| Baird Financial | 1.5M | $34M | -3% | Sep 2025 |
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| Kestra Investment Management | 1.5M | $33M | 61% | Sep 2025 |
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| Adamsbrown Wealth Consultants | 1.5M | $33M | 16% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 1.4M | $31M | -12% | Sep 2025 |
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| Confluence Wealth Services | 1.4M | $31M | 10% | Sep 2025 |
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| McGlone Suttner Wealth Management | 1.3M | $30M | 3% | Sep 2025 |
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| IAM Advisory | 1.2M | $28M | 2% | Sep 2025 |
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| D. J. St. Germain | 1.1M | $26M | 4% | Sep 2025 |
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| Bernardo Wealth Planning | 1.1M | $26M | 6% | Sep 2025 |
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| Midwest Heritage Bank | 1.0M | $23M | 2% | Sep 2025 |
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| Susquehanna International | 929k | $21M | 100% | Sep 2025 |
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| Quadcap Wealth Management | 875k | $20M | 8% | Sep 2025 |
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| Main Line Retirement Advisors | 842k | $19M | 5% | Sep 2025 |
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| AA Financial Advisors | 826k | $19M | 10% | Sep 2025 |
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| D.A. Davidson & Co. | 804k | $18M | 8% | Sep 2025 |
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| Diversify Wealth Management | 797k | $18M | 6% | Sep 2025 |
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| Condor Capital Management | 767k | $17M | 2% | Sep 2025 |
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| Stadion Money Management | 760k | $17M | -2% | Sep 2025 |
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| FinDec Wealth Services | 743k | $17M | 0% | Sep 2025 |
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| Ruggaard & Associates | 684k | $16M | 1% | Sep 2025 |
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| NavPoint Financial | 614k | $14M | 10% | Sep 2025 |
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| Clearview Wealth Advisors | 602k | $14M | 9% | Sep 2025 |
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| Tribridge Partners Financial | 590k | $13M | 23% | Sep 2025 |
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| New England Capital Financial Advisors | 568k | $13M | 4% | Sep 2025 |
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| Sovran Advisors | 564k | $13M | 22% | Sep 2025 |
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| ValMark Advisers | 533k | $12M | 36% | Sep 2025 |
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| Wealthcare Advisory Partners | 517k | $12M | 18% | Sep 2025 |
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| Convergence Financial | 516k | $12M | 7% | Sep 2025 |
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| Mutual Advisors | 501k | $12M | 4% | Sep 2025 |
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| Wagner Bowman Management | 481k | $11M | 12% | Sep 2025 |
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| Private Advisor | 445k | $10M | 13% | Sep 2025 |
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| EverSource Wealth Advisors | 444k | $10M | 5% | Sep 2025 |
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| Stephens | 392k | $8.9M | -3% | Sep 2025 |
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| Ashton Thomas Private Wealth | 389k | $8.8M | 14% | Sep 2025 |
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| Greenbush Financial Group | 387k | $8.8M | 8% | Sep 2025 |
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| Benjamin Edwards | 386k | $8.8M | 20% | Sep 2025 |
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| Freedom Financial Partners | 383k | $8.7M | 4% | Sep 2025 |
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| Bridgewealth Advisory Group | 378k | $8.6M | 5% | Sep 2025 |
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| Jane Street | 365k | $8.3M | -63% | Sep 2025 |
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| Branch Banking & Trust Company | 355k | $8.1M | 3% | Sep 2025 |
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| Kestra Advisory Services | 304k | $6.9M | 7% | Sep 2025 |
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| Compass Financial | 293k | $6.7M | -2% | Sep 2025 |
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| Atria Wealth Solutions | 293k | $6.6M | -18% | Jun 2025 |
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| Concurrent Investment Advisors | 291k | $6.6M | -24% | Sep 2025 |
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| Swisher Financial Concepts | 275k | $6.2M | 6% | Sep 2025 |
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| H D Vest Advisory Services | 272k | $6.1M | 6% | Jun 2025 |
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| Kera Capital Partners | 261k | $5.9M | 7% | Sep 2025 |
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| Smartleaf Asset Management | 259k | $5.9M | 5% | Sep 2025 |
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| Mariner Wealth Advisors | 258k | $5.9M | 11% | Sep 2025 |
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| IHT Wealth Management | 256k | $5.8M | 10% | Sep 2025 |
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| Landmark Wealth Management | 249k | $5.6M | 5% | Sep 2025 |
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| Geneos Wealth Management | 249k | $5.6M | -3% | Sep 2025 |
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| Core Wealth Partners | 245k | $5.6M | 6% | Sep 2025 |
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| Goss Wealth Management | 243k | $5.5M | 37% | Sep 2025 |
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| SOL Capital Management | 242k | $5.5M | -7% | Sep 2025 |
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| Lodestone Wealth Management | 241k | $5.5M | 9% | Sep 2025 |
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| Smith Thornton Advisors | 240k | $5.5M | 9% | Sep 2025 |
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| Citadel Advisors | 236k | $5.4M | 74% | Sep 2025 |
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| Entruity Wealth | 233k | $5.3M | 7% | Sep 2025 |
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| Equitable Holdings | 231k | $5.3M | 10% | Sep 2025 |
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| Flynn Zito Capital Management | 229k | $5.2M | -9% | Sep 2025 |
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| Investment Planning Advisors | 228k | $5.2M | -73% | Sep 2025 |
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| Studio Investment Management | 210k | $4.8M | 9% | Sep 2025 |
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| Centaurus Financial | 206k | $4.7M | 17% | Sep 2025 |
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| Global Retirement Partners | 196k | $4.4M | 12% | Sep 2025 |
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| Affiance Financial | 192k | $4.4M | 13% | Sep 2025 |
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| Inspire Advisors | 190k | $4.3M | 12% | Sep 2025 |
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| Leigh Baldwin & Co | 184k | $4.2M | 8% | Sep 2025 |
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| VestGen Advisors | 183k | $4.2M | 6% | Sep 2025 |
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| Oppenheimer & Co | 174k | $4.0M | 8% | Sep 2025 |
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| Davenport & Co | 173k | $3.9M | 60% | Sep 2025 |
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| Level Four Advisory Services | 172k | $3.9M | 3% | Sep 2025 |
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| Kingsview Wealth Management | 169k | $3.8M | -6% | Sep 2025 |
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| Prospera Financial Services | 164k | $3.7M | 13% | Sep 2025 |
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| Nations Financial Group | 135k | $3.1M | 0% | Sep 2025 |
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| Belpointe Asset Management | 133k | $3.0M | -2% | Sep 2025 |
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| Continuum Advisory | 131k | $3.0M | 3% | Sep 2025 |
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| Summit Financial | 130k | $3.0M | 100% | Sep 2025 |
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| Capital Group Private Client Services | 125k | $2.8M | 2% | Sep 2025 |
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| Rothschild Investment | 125k | $2.8M | 1% | Sep 2025 |
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| Western Wealth Management | 122k | $2.8M | 0% | Sep 2025 |
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| Forge Financial Services | 122k | $2.8M | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 119k | $2.7M | 159% | Sep 2025 |
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| Hunter Associates | 118k | $2.7M | 13% | Sep 2025 |
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| Cullen Frost Bankers | 117k | $2.7M | 35% | Sep 2025 |
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| Capital Analysts | 116k | $2.6M | 99% | Sep 2025 |
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| Greatmark Investment Partners | 116k | $2.6M | 8% | Sep 2025 |
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| CLG | 114k | $2.6M | 15% | Sep 2025 |
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| Endeavor Private Wealth | 113k | $2.6M | 14% | Sep 2025 |
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| IFP Advisors | 110k | $2.5M | -8% | Sep 2025 |
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| LongView Wealth Management | 108k | $2.4M | 16% | Sep 2025 |
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| Dynamic Advisors Solutions | 103k | $2.3M | 1% | Sep 2025 |
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| Brian McDonald | 102k | $2.3M | 0% | Sep 2025 |
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| Financial Management Network | 100k | $2.3M | 4% | Sep 2025 |
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| Cornerstone Wealth Management | 94k | $2.1M | -1% | Sep 2025 |
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| Stratos Wealth Partners | 93k | $2.1M | 202% | Sep 2025 |
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| Perennial Investment Advisors | 92k | $2.1M | 20% | Sep 2025 |
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| Farther Finance Advisors | 86k | $1.9M | 328% | Sep 2025 |
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| Ausdal Financial Partners | 81k | $1.8M | 18% | Sep 2025 |
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| Priebe Wealth Holdings | 81k | $1.8M | 39% | Jun 2025 |
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| Cyndeo Wealth Partners | 80k | $1.8M | 6% | Sep 2025 |
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| Magnus Financial Group | 79k | $1.8M | 7% | Sep 2025 |
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| AdvisorNet Financial | 79k | $1.8M | -19% | Sep 2025 |
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| IFG Advisory | 78k | $1.8M | 17% | Sep 2025 |
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| Moloney Securities Asset Management | 77k | $1.8M | -5% | Sep 2025 |
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| Fiduciary Alliance | 75k | $1.7M | 7% | Sep 2025 |
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| AlphaCore Capital | 73k | $1.7M | -2% | Sep 2025 |
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| CLS Investments | 73k | $1.7M | 44% | Sep 2025 |
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| Meridian Wealth Management | 72k | $1.6M | 14% | Sep 2025 |
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| Kmg Fiduciary Partners | 70k | $1.6M | -4% | Sep 2025 |
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| Silverlake Wealth Management | 69k | $1.6M | -5% | Sep 2025 |
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| Oak Hill Wealth Advisors | 66k | $1.5M | 116% | Sep 2025 |
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| Alpha Financial Advisors | 66k | $1.5M | 2% | Sep 2025 |
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| Hanson McClain Advisors | 63k | $1.4M | -10% | Sep 2025 |
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| Trinity Wealth Management | 60k | $1.4M | 9% | Sep 2025 |
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| Wise Wealth Partners | 60k | $1.4M | 100% | Sep 2025 |
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| Renaissance Technologies | 57k | $1.3M | 404% | Sep 2025 |
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| Principal Securities | 57k | $1.3M | 18% | Sep 2025 |
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| PFG Advisors | 57k | $1.3M | 21% | Sep 2025 |
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| 5T Wealth | 55k | $1.2M | 25% | Sep 2025 |
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| Richards, Merrill & Peterson | 55k | $1.2M | 0% | Sep 2025 |
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| CVFG | 55k | $1.2M | 24% | Sep 2025 |
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| Premier Path Wealth Partners | 54k | $1.2M | 1% | Sep 2025 |
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| Kestra Private Wealth Services | 53k | $1.2M | -34% | Sep 2025 |
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| Old Mission Capital | 46k | $1.0M | -44% | Sep 2025 |
|
Who sold out of Capital Group Core Plus Inco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 129k | $2.9M |