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 | 11M | $255M | 153% | Sep 2024 |
|
| Wells Fargo & Company | 8.3M | $192M | 43% | Sep 2024 |
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| LPL Financial | 5.5M | $127M | 69% | Sep 2024 |
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| Johnson Bixby & Associates | 4.1M | $94M | 11% | Sep 2024 |
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| Envestnet Asset Management | 3.9M | $90M | 21% | Sep 2024 |
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| Morgan Stanley | 3.8M | $85M | 3772% | Jun 2024 |
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| WNY Asset Management | 3.8M | $88M | 40% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 3.4M | $79M | 79% | Sep 2024 |
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| Cetera Investment Advisers | 3.3M | $73M | 29% | Jun 2024 |
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| Commonwealth Equity Services | 2.6M | $61M | 39% | Sep 2024 |
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| Raymond James & Associates | 2.5M | $57M | 64% | Sep 2024 |
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| Souders Financial Advisors | 2.3M | $54M | 8% | Sep 2024 |
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| Mml Investors Services | 2.0M | $47M | 11% | Sep 2024 |
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| Janney Montgomery Scott | 2.0M | $46M | 26% | Sep 2024 |
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| Royal Bank of Canada | 2.0M | $45M | 19% | Sep 2024 |
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| Advisor Group Holdings | 1.8M | $42M | 59% | Sep 2024 |
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| Harbour Investments | 1.7M | $40M | 46% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.5M | $35M | 47% | Sep 2024 |
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| Stifel Financial | 1.3M | $29M | 1% | Jun 2024 |
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| Raymond James Financial Services Advisors | 1.3M | $29M | 0% | Sep 2024 |
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| IAM Advisory | 1.1M | $25M | 3% | Sep 2024 |
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| Adamsbrown Wealth Consultants | 1.1M | $25M | 7% | Sep 2024 |
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| Bernardo Wealth Planning | 1.1M | $24M | 10% | Sep 2024 |
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| Confluence Wealth Services | 882k | $20M | 29% | Sep 2024 |
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| D. J. St. Germain | 867k | $20M | 13% | Sep 2024 |
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| Kestra Advisory Services | 864k | $20M | 0% | Sep 2024 |
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| McGlone Suttner Wealth Management | 858k | $20M | -18% | Sep 2024 |
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| Captrust Financial Advisors | 830k | $19M | 711% | Sep 2024 |
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| Main Line Retirement Advisors | 818k | $18M | 4% | Jun 2024 |
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| FinDec Wealth Services | 814k | $18M | 22% | Jun 2024 |
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| Midwest Heritage Bank | 751k | $17M | 5% | Sep 2024 |
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| Per Stirling Capital Management | 736k | $17M | 100% | Sep 2024 |
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| Condor Capital Management | 682k | $16M | 6% | Sep 2024 |
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| Jane Street | 643k | $15M | -52% | Sep 2024 |
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| FinTrust Capital Advisors | 635k | $15M | 5% | Sep 2024 |
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| Ruggaard & Associates | 625k | $14M | 1% | Jun 2024 |
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| Jones Financial Companies, L.L | 619k | $14M | 2836% | Sep 2024 |
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| Investment Planning Advisors | 569k | $13M | 0% | Sep 2024 |
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| AA Financial Advisors | 564k | $13M | 28% | Sep 2024 |
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| Clearview Wealth Advisors | 516k | $12M | 16% | Sep 2024 |
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| Mutual Advisors | 498k | $11M | 12% | Sep 2024 |
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| New England Capital Financial Advisors | 494k | $11M | 29% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 485k | $11M | 10% | Jun 2024 |
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| D.A. Davidson & Co. | 480k | $11M | 7% | Jun 2024 |
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| Fortress Wealth Management | 480k | $11M | 10% | Sep 2024 |
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| Kestra Investment Management | 458k | $11M | 40% | Sep 2024 |
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| Diversify Wealth Management | 438k | $9.9M | 100% | Sep 2024 |
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| Concurrent Investment Advisors | 330k | $7.6M | 7% | Sep 2024 |
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| Bridgewealth Advisory Group | 327k | $7.5M | 27% | Sep 2024 |
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| Wagner Bowman Management | 319k | $7.4M | 44% | Sep 2024 |
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| Compass Financial | 316k | $7.3M | 1% | Sep 2024 |
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| Private Advisor | 314k | $7.3M | 73% | Sep 2024 |
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| NavPoint Financial | 274k | $6.3M | 24% | Sep 2024 |
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| Landmark Wealth Management | 235k | $5.4M | 3% | Sep 2024 |
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| Benjamin Edwards | 228k | $5.3M | 100% | Sep 2024 |
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| Wealthcare Advisory Partners | 217k | $5.0M | 19% | Sep 2024 |
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| Advisory Services Network | 215k | $4.8M | 0% | Sep 2024 |
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| Lodestone Wealth Management | 213k | $4.9M | 43% | Sep 2024 |
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| Citadel Advisors | 203k | $4.7M | -18% | Sep 2024 |
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| Ashton Thomas Private Wealth | 203k | $4.7M | 63% | Sep 2024 |
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| Core Wealth Partners | 202k | $4.7M | 926% | Sep 2024 |
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| Mariner Wealth Advisors | 199k | $4.6M | 23% | Sep 2024 |
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| SOL Capital Management | 195k | $4.5M | 95% | Sep 2024 |
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| Swisher Financial Concepts | 192k | $4.4M | 1464% | Sep 2024 |
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| Benjamin F. Edwards & Company | 184k | $4.1M | 27% | Jun 2024 |
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| Kingsview Wealth Management | 168k | $3.9M | 61% | Sep 2024 |
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| Atria Wealth Solutions | 161k | $3.7M | 31% | Sep 2024 |
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| Studio Investment Management | 156k | $3.6M | 18% | Sep 2024 |
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| H D Vest Advisory Services | 156k | $3.5M | 28% | Jun 2024 |
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| Flow Traders US | 155k | $3.6M | 100% | Sep 2024 |
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| Inspire Advisors | 141k | $3.3M | 12% | Sep 2024 |
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| Cherry Creek Investment Advisors | 141k | $3.3M | 1% | Sep 2024 |
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| EverSource Wealth Advisors | 134k | $3.1M | 11% | Sep 2024 |
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| Kestra Private Wealth Services | 130k | $3.0M | 20% | Sep 2024 |
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| Affiance Financial | 124k | $2.9M | 13% | Sep 2024 |
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| Belpointe Asset Management | 120k | $2.7M | 0% | Jun 2024 |
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| Continuum Advisory | 119k | $2.7M | 51% | Sep 2024 |
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| Sanctuary Advisors | 119k | $2.6M | 100% | Jun 2024 |
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| Capital Group Private Client Services | 117k | $2.7M | 48% | Sep 2024 |
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| Acima Private Wealth | 114k | $2.6M | -11% | Sep 2024 |
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| Cornerstone Wealth Management | 108k | $2.5M | -1% | Sep 2024 |
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| Strategic Family Wealth Counselors | 105k | $2.4M | 3% | Sep 2024 |
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| Capital Planning | 103k | $2.4M | 12% | Sep 2024 |
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| Smartleaf Asset Management | 99k | $2.3M | 100% | Sep 2024 |
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| Davenport & Co | 90k | $2.1M | 1% | Sep 2024 |
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| ValMark Advisers | 89k | $2.1M | 26% | Sep 2024 |
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| Branch Banking & Trust Company | 89k | $2.0M | -27% | Jun 2024 |
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| Great Valley Advisor Group | 87k | $2.0M | 100% | Sep 2024 |
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| Global Retirement Partners | 86k | $2.0M | 461% | Sep 2024 |
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| Prospera Financial Services | 86k | $2.0M | 2% | Sep 2024 |
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| Western Wealth Management | 85k | $2.0M | 46% | Sep 2024 |
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| Oppenheimer & Co | 84k | $1.9M | 52% | Sep 2024 |
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| Dynamic Advisors Solutions | 83k | $1.9M | 13% | Sep 2024 |
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| Hunter Associates | 83k | $1.9M | 61% | Sep 2024 |
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| Moloney Securities Asset Management | 80k | $1.9M | 17% | Sep 2024 |
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| Brian McDonald | 76k | $1.8M | 41% | Sep 2024 |
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| Merit Financial Group | 76k | $1.8M | 50% | Sep 2024 |
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| Equitable Holdings | 74k | $1.7M | 53% | Jun 2024 |
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| Proequities | 74k | $1.7B | 17% | Sep 2024 |
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| LongView Wealth Management | 72k | $1.7M | 18% | Sep 2024 |
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| Nations Financial Group | 71k | $1.6M | 5% | Sep 2024 |
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| Silverlake Wealth Management | 68k | $1.6M | 88% | Sep 2024 |
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| Advisory Alpha | 67k | $1.5M | -7% | Sep 2024 |
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| Kmg Fiduciary Partners | 66k | $1.5M | 100% | Sep 2024 |
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| Greatmark Investment Partners | 65k | $1.5M | 100% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 62k | $1.4M | 92% | Sep 2024 |
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| AdvisorNet Financial | 59k | $1.4M | 43% | Sep 2024 |
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| Magnus Financial Group | 58k | $1.3M | 100% | Sep 2024 |
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| Ameritas Advisory Services | 55k | $1.3M | 3% | Sep 2024 |
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| Ausdal Financial Partners | 55k | $1.3M | 128% | Sep 2024 |
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| Cyndeo Wealth Partners | 53k | $1.2M | 100% | Sep 2024 |
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| Financial Management Network | 52k | $1.2M | 32% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 52k | $1.2M | 358% | Jun 2024 |
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| Premier Path Wealth Partners | 50k | $1.1M | 2% | Sep 2024 |
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| Rothschild Investment | 49k | $1.1M | 76% | Sep 2024 |
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| Good Life Advisors | 48k | $1.1M | 174% | Sep 2024 |
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| Tyler-Stone Wealth Management | 46k | $1.1M | 100% | Sep 2024 |
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| Hanson McClain Advisors | 45k | $1.0M | 0% | Sep 2024 |
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| Cullen Frost Bankers | 44k | $1.0M | 85% | Sep 2024 |
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| Jpmorgan Chase & Co | 44k | $977k | -7% | Sep 2024 |
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| Atria Investments | 41k | $952k | -5% | Sep 2024 |
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| TrueWealth Advisors | 41k | $945k | 19% | Sep 2024 |
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| Carnegie Capital Asset Management | 38k | $873k | 100% | Sep 2024 |
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| Intergy Private Wealth | 38k | $871k | 3% | Sep 2024 |
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| Goldman Sachs Group | 35k | $778k | 100% | Jun 2024 |
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| Meridian Wealth Management | 34k | $792k | 100% | Sep 2024 |
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| Envestnet Portfolio Solutions | 32k | $742k | 106% | Sep 2024 |
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| RFG Advisory | 32k | $733k | 17% | Sep 2024 |
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| Bleakley Financial Group | 30k | $689k | 0% | Sep 2024 |
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| Carolinas Wealth Consulting | 29k | $678k | 12% | Sep 2024 |
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| Tempus Wealth Planning | 29k | $675k | 28% | Sep 2024 |
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| IFG Advisory | 29k | $672k | 31% | Sep 2024 |
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| Madison Wealth Partners | 29k | $660k | 0% | Sep 2024 |
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| Principal Securities | 28k | $650k | 43% | Sep 2024 |
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| Financeware | 28k | $636k | 2% | Sep 2024 |
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| PFG Advisors | 27k | $621k | 100% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 26k | $610k | 9% | Sep 2024 |
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| Tradition Wealth Management | 25k | $582k | -17% | Sep 2024 |
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| Change Path | 24k | $556k | -2% | Sep 2024 |
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| Yarger Wealth Strategies | 24k | $555k | -5% | Sep 2024 |
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| Founders Financial Securities | 23k | $531k | -16% | Sep 2024 |
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| Financial Partners Group | 23k | $528k | -25% | Sep 2024 |
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| WealthCare Investment Partners | 23k | $513k | 1% | Sep 2024 |
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| Silver Oak Securities | 22k | $506k | 59% | Sep 2024 |
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| American Financial Advisors | 21k | $479k | -9% | Sep 2024 |
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| Arkadios Wealth Advisors | 20k | $466k | 68% | Sep 2024 |
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| National Asset Management | 20k | $440k | 100% | Jun 2024 |
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| CWS Financial Advisors | 20k | $439k | 30% | Jun 2024 |
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| Nbc Securities | 18k | $415k | -16% | Sep 2024 |
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| Alpha Financial Advisors | 13k | $310k | -33% | Sep 2024 |
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| 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 |