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
Download as csv
Download as Excel
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 | 11M | $255M | 153% | Sep 2024 |
|
| Wells Fargo & Company | 8.3M | $192M | 43% | Sep 2024 |
|
| LPL Financial | 5.5M | $127M | 69% | Sep 2024 |
|
| Johnson Bixby & Associates | 4.1M | $94M | 11% | Sep 2024 |
|
| Envestnet Asset Management | 3.9M | $90M | 21% | Sep 2024 |
|
| Morgan Stanley | 3.8M | $85M | 3772% | Jun 2024 |
|
| WNY Asset Management | 3.8M | $88M | 40% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 3.4M | $79M | 79% | Sep 2024 |
|
| Cetera Investment Advisers | 3.3M | $73M | 29% | Jun 2024 |
|
| Commonwealth Equity Services | 2.6M | $61M | 39% | Sep 2024 |
|
| Raymond James & Associates | 2.5M | $57M | 64% | Sep 2024 |
|
| Souders Financial Advisors | 2.3M | $54M | 8% | Sep 2024 |
|
| Mml Investors Services | 2.0M | $47M | 11% | Sep 2024 |
|
| Janney Montgomery Scott | 2.0M | $46M | 26% | Sep 2024 |
|
| Royal Bank of Canada | 2.0M | $45M | 19% | Sep 2024 |
|
| Advisor Group Holdings | 1.8M | $42M | 59% | Sep 2024 |
|
| Harbour Investments | 1.7M | $40M | 46% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 1.5M | $35M | 47% | Sep 2024 |
|
| Stifel Financial | 1.3M | $29M | 1% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 1.3M | $29M | 0% | Sep 2024 |
|
| IAM Advisory | 1.1M | $25M | 3% | Sep 2024 |
|
| Adamsbrown Wealth Consultants | 1.1M | $25M | 7% | Sep 2024 |
|
| Bernardo Wealth Planning | 1.1M | $24M | 10% | Sep 2024 |
|
| Confluence Wealth Services | 882k | $20M | 29% | Sep 2024 |
|
| D. J. St. Germain | 867k | $20M | 13% | Sep 2024 |
|
| Kestra Advisory Services | 864k | $20M | 0% | Sep 2024 |
|
| Main Line Retirement Advisors | 862k | $20M | 5% | Sep 2024 |
|
| McGlone Suttner Wealth Management | 858k | $20M | -18% | Sep 2024 |
|
| Captrust Financial Advisors | 830k | $19M | 711% | Sep 2024 |
|
| FinDec Wealth Services | 814k | $18M | 22% | Jun 2024 |
|
| Midwest Heritage Bank | 751k | $17M | 5% | Sep 2024 |
|
| Per Stirling Capital Management | 736k | $17M | 100% | Sep 2024 |
|
| Condor Capital Management | 682k | $16M | 6% | Sep 2024 |
|
| Jane Street | 643k | $15M | -52% | Sep 2024 |
|
| FinTrust Capital Advisors | 635k | $15M | 5% | Sep 2024 |
|
| Ruggaard & Associates | 625k | $14M | 1% | Jun 2024 |
|
| Jones Financial Companies, L.L | 619k | $14M | 2836% | Sep 2024 |
|
| Investment Planning Advisors | 569k | $13M | 0% | Sep 2024 |
|
| AA Financial Advisors | 564k | $13M | 28% | Sep 2024 |
|
| Sanctuary Advisors | 538k | $12M | 351% | Sep 2024 |
|
| Clearview Wealth Advisors | 516k | $12M | 16% | Sep 2024 |
|
| Mutual Advisors | 498k | $11M | 12% | Sep 2024 |
|
| New England Capital Financial Advisors | 494k | $11M | 29% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 485k | $11M | 10% | Jun 2024 |
|
| D.A. Davidson & Co. | 480k | $11M | 7% | Jun 2024 |
|
| Fortress Wealth Management | 480k | $11M | 10% | Sep 2024 |
|
| Kestra Investment Management | 458k | $11M | 40% | Sep 2024 |
|
| Diversify Wealth Management | 438k | $9.9M | 100% | Sep 2024 |
|
| Concurrent Investment Advisors | 330k | $7.6M | 7% | Sep 2024 |
|
| Bridgewealth Advisory Group | 327k | $7.5M | 27% | Sep 2024 |
|
| Wagner Bowman Management | 319k | $7.4M | 44% | Sep 2024 |
|
| Compass Financial | 316k | $7.3M | 1% | Sep 2024 |
|
| Private Advisor | 314k | $7.3M | 73% | Sep 2024 |
|
| NavPoint Financial | 274k | $6.3M | 24% | Sep 2024 |
|
| Landmark Wealth Management | 235k | $5.4M | 3% | Sep 2024 |
|
| Benjamin Edwards | 228k | $5.3M | 100% | Sep 2024 |
|
| Wealthcare Advisory Partners | 217k | $5.0M | 19% | Sep 2024 |
|
| Advisory Services Network | 215k | $4.8M | 0% | Sep 2024 |
|
| Lodestone Wealth Management | 213k | $4.9M | 43% | Sep 2024 |
|
| Citadel Advisors | 203k | $4.7M | -18% | Sep 2024 |
|
| Ashton Thomas Private Wealth | 203k | $4.7M | 63% | Sep 2024 |
|
| Core Wealth Partners | 202k | $4.7M | 926% | Sep 2024 |
|
| Mariner Wealth Advisors | 199k | $4.6M | 23% | Sep 2024 |
|
| SOL Capital Management | 195k | $4.5M | 95% | Sep 2024 |
|
| Swisher Financial Concepts | 192k | $4.4M | 1464% | Sep 2024 |
|
| Benjamin F. Edwards & Company | 184k | $4.1M | 27% | Jun 2024 |
|
| Kingsview Wealth Management | 168k | $3.9M | 61% | Sep 2024 |
|
| Atria Wealth Solutions | 161k | $3.7M | 31% | Sep 2024 |
|
| Studio Investment Management | 156k | $3.6M | 18% | Sep 2024 |
|
| H D Vest Advisory Services | 156k | $3.5M | 28% | Jun 2024 |
|
| Flow Traders US | 155k | $3.6M | 100% | Sep 2024 |
|
| Inspire Advisors | 141k | $3.3M | 12% | Sep 2024 |
|
| Cherry Creek Investment Advisors | 141k | $3.3M | 1% | Sep 2024 |
|
| EverSource Wealth Advisors | 134k | $3.1M | 11% | Sep 2024 |
|
| Kestra Private Wealth Services | 130k | $3.0M | 20% | Sep 2024 |
|
| Affiance Financial | 124k | $2.9M | 13% | Sep 2024 |
|
| Belpointe Asset Management | 120k | $2.7M | 0% | Jun 2024 |
|
| Continuum Advisory | 119k | $2.7M | 51% | Sep 2024 |
|
| Capital Group Private Client Services | 117k | $2.7M | 48% | Sep 2024 |
|
| Acima Private Wealth | 114k | $2.6M | -11% | Sep 2024 |
|
| Cornerstone Wealth Management | 108k | $2.5M | -1% | Sep 2024 |
|
| Strategic Family Wealth Counselors | 105k | $2.4M | 3% | Sep 2024 |
|
| Capital Planning | 103k | $2.4M | 12% | Sep 2024 |
|
| Smartleaf Asset Management | 99k | $2.3M | 100% | Sep 2024 |
|
| Davenport & Co | 90k | $2.1M | 1% | Sep 2024 |
|
| ValMark Advisers | 89k | $2.1M | 26% | Sep 2024 |
|
| Branch Banking & Trust Company | 89k | $2.0M | -27% | Jun 2024 |
|
| Great Valley Advisor Group | 87k | $2.0M | 100% | Sep 2024 |
|
| Global Retirement Partners | 86k | $2.0M | 461% | Sep 2024 |
|
| Prospera Financial Services | 86k | $2.0M | 2% | Sep 2024 |
|
| Western Wealth Management | 85k | $2.0M | 46% | Sep 2024 |
|
| Oppenheimer & Co | 84k | $1.9M | 52% | Sep 2024 |
|
| Dynamic Advisors Solutions | 83k | $1.9M | 13% | Sep 2024 |
|
| Hunter Associates | 83k | $1.9M | 61% | Sep 2024 |
|
| Moloney Securities Asset Management | 80k | $1.9M | 17% | Sep 2024 |
|
| Brian McDonald | 76k | $1.8M | 41% | Sep 2024 |
|
| Merit Financial Group | 76k | $1.8M | 50% | Sep 2024 |
|
| Equitable Holdings | 74k | $1.7M | 53% | Jun 2024 |
|
| Proequities | 74k | $1.7B | 17% | Sep 2024 |
|
| LongView Wealth Management | 72k | $1.7M | 18% | Sep 2024 |
|
| Nations Financial Group | 71k | $1.6M | 5% | Sep 2024 |
|
| Silverlake Wealth Management | 68k | $1.6M | 88% | Sep 2024 |
|
| Advisory Alpha | 67k | $1.5M | -7% | Sep 2024 |
|
| Kmg Fiduciary Partners | 66k | $1.5M | 100% | Sep 2024 |
|
| Greatmark Investment Partners | 65k | $1.5M | 100% | Sep 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 62k | $1.4M | 92% | Sep 2024 |
|
| AdvisorNet Financial | 59k | $1.4M | 43% | Sep 2024 |
|
| Magnus Financial Group | 58k | $1.3M | 100% | Sep 2024 |
|
| Ameritas Advisory Services | 55k | $1.3M | 3% | Sep 2024 |
|
| Ausdal Financial Partners | 55k | $1.3M | 128% | Sep 2024 |
|
| Cyndeo Wealth Partners | 53k | $1.2M | 100% | Sep 2024 |
|
| Financial Management Network | 52k | $1.2M | 32% | Sep 2024 |
|
| Wiley Bros.-aintree Capital | 52k | $1.2M | 358% | Jun 2024 |
|
| Premier Path Wealth Partners | 50k | $1.1M | 2% | Sep 2024 |
|
| Rothschild Investment | 49k | $1.1M | 76% | Sep 2024 |
|
| Good Life Advisors | 48k | $1.1M | 174% | Sep 2024 |
|
| Tyler-Stone Wealth Management | 46k | $1.1M | 100% | Sep 2024 |
|
| Hanson McClain Advisors | 45k | $1.0M | 0% | Sep 2024 |
|
| Cullen Frost Bankers | 44k | $1.0M | 85% | Sep 2024 |
|
| Jpmorgan Chase & Co | 44k | $977k | -7% | Sep 2024 |
|
| Atria Investments | 41k | $952k | -5% | Sep 2024 |
|
| TrueWealth Advisors | 41k | $945k | 19% | Sep 2024 |
|
| Carnegie Capital Asset Management | 38k | $873k | 100% | Sep 2024 |
|
| Intergy Private Wealth | 38k | $871k | 3% | Sep 2024 |
|
| Goldman Sachs Group | 35k | $778k | 100% | Jun 2024 |
|
| Meridian Wealth Management | 34k | $792k | 100% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 32k | $742k | 106% | Sep 2024 |
|
| RFG Advisory | 32k | $733k | 17% | Sep 2024 |
|
| Bleakley Financial Group | 30k | $689k | 0% | Sep 2024 |
|
| Carolinas Wealth Consulting | 29k | $678k | 12% | Sep 2024 |
|
| Tempus Wealth Planning | 29k | $675k | 28% | Sep 2024 |
|
| IFG Advisory | 29k | $672k | 31% | Sep 2024 |
|
| Madison Wealth Partners | 29k | $660k | 0% | Sep 2024 |
|
| Principal Securities | 28k | $650k | 43% | Sep 2024 |
|
| Financeware | 28k | $636k | 2% | Sep 2024 |
|
| PFG Advisors | 27k | $621k | 100% | Sep 2024 |
|
| Asset Allocation Strategies | 27k | $612k | 72% | Sep 2024 |
|
| Householder Group Estate & Retirement Specialist | 26k | $610k | 9% | Sep 2024 |
|
| Tradition Wealth Management | 25k | $582k | -17% | Sep 2024 |
|
| Change Path | 24k | $556k | -2% | Sep 2024 |
|
| Yarger Wealth Strategies | 24k | $555k | -5% | Sep 2024 |
|
| Founders Financial Securities | 23k | $531k | -16% | Sep 2024 |
|
| Pensionmark Financial Group | 23k | $531k | 141% | Sep 2024 |
|
| Financial Partners Group | 23k | $528k | -25% | Sep 2024 |
|
| WealthCare Investment Partners | 23k | $513k | 1% | Sep 2024 |
|
| Anchor Investment Management | 22k | $513k | 100% | Sep 2024 |
|
| Silver Oak Securities | 22k | $506k | 59% | Sep 2024 |
|
| American Financial Advisors | 21k | $479k | -9% | Sep 2024 |
|
| Arkadios Wealth Advisors | 20k | $466k | 68% | Sep 2024 |
|
| Nbc Securities | 18k | $415k | -16% | Sep 2024 |
|
| Pillar Wealth Advisors | 12k | $285k | -41% | Sep 2024 |
|
Who sold out of Capital Group Core Plus Inco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Mar 2024 | 85k | $1.9M |
| Old Mission Capital | Mar 2024 | 82k | $1.8M |
| Sigma Planning | Jun 2024 | 77k | $1.7M |
| Renaissance Technologies | Jun 2024 | 54k | $1.2M |
| Simplicity Wealth | Jun 2024 | 30k | $662k |