Who owns CAPITAL GROUP CONSERVATIVE E?
- Ticker: CGCV
- CUSIP Number: 14020u100
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Analyze quarterly positions in Capital Group Conservative E with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Conservative E stock
Who bought or sold CAPITAL GROUP CONSERVATIVE E this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 9.9M | $297M | 15172% | Sep 2025 |
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| Capital Group Private Client Services | 3.3M | $99M | 34% | Sep 2025 |
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| LPL Financial | 2.6M | $77M | 88% | Sep 2025 |
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| Raymond James Financial | 1.9M | $58M | 37% | Sep 2025 |
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| Envestnet Asset Management | 1.6M | $48M | 179% | Sep 2025 |
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| Stifel Financial | 783k | $24M | 1778% | Sep 2025 |
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| Tribridge Partners Financial | 694k | $21M | 28% | Sep 2025 |
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| Commonwealth Equity Services | 488k | $15M | 25% | Sep 2025 |
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| Cetera Investment Advisers | 414k | $13M | 103% | Sep 2025 |
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| D. J. St. Germain | 384k | $12M | 6% | Sep 2025 |
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| Carson Advisory | 278k | $8.4M | 100% | Sep 2025 |
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| Mml Investors Services | 270k | $8.1M | 99% | Sep 2025 |
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| Jones Financial Companies, L.L | 262k | $7.9M | 56% | Sep 2025 |
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| Atria Wealth Solutions | 256k | $7.3M | 7% | Jun 2025 |
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| Citadel Advisors | 246k | $7.4M | 151% | Sep 2025 |
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| Evernest Financial Advisors | 245k | $7.4M | 13% | Sep 2025 |
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| Branch Banking & Trust Company | 226k | $6.8M | 1906% | Sep 2025 |
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| Advisor Group Holdings | 223k | $6.7M | 38% | Sep 2025 |
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| Steward Partners Investment Advisory | 201k | $6.0M | 2464% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 179k | $5.4M | 2847% | Sep 2025 |
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| Cambridge Investment Research Advisors | 170k | $5.1M | 55% | Sep 2025 |
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| Financial Management Network | 164k | $5.0M | 15% | Sep 2025 |
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| Baird Financial | 161k | $4.8M | 0% | Sep 2025 |
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| Great Valley Advisor Group | 156k | $4.7M | 17% | Sep 2025 |
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| Vestmark Advisory Solutions | 142k | $4.3M | 100% | Sep 2025 |
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| Envision Financial Planning | 142k | $4.3M | 35% | Sep 2025 |
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| Midwest Heritage Bank | 134k | $4.0M | 4% | Sep 2025 |
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| Royal Bank of Canada | 117k | $3.5M | 194% | Sep 2025 |
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| Janney Montgomery Scott | 114k | $3.4M | 160% | Sep 2025 |
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| Susquehanna International | 108k | $3.2M | 58% | Sep 2025 |
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| Old Mission Capital | 105k | $3.2M | 973% | Sep 2025 |
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| Apollon Wealth Management | 97k | $2.9M | 535% | Sep 2025 |
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| Regatta Capital Group | 94k | $2.8M | 43% | Sep 2025 |
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| ValMark Advisers | 80k | $2.4M | 29% | Sep 2025 |
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| Mizuho Securities Usa | 80k | $2.4M | 100% | Sep 2025 |
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| Flow Traders US | 77k | $2.3M | 100% | Sep 2025 |
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| Bulwark Capital Corp | 70k | $2.1M | 24% | Sep 2025 |
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| Captrust Financial Advisors | 67k | $2.0M | 33% | Sep 2025 |
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| Jane Street | 61k | $1.8M | -10% | Sep 2025 |
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| Wells Fargo & Company | 60k | $1.8M | 6029300% | Sep 2025 |
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| Pines Wealth Management | 58k | $1.7M | 0% | Sep 2025 |
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| Meridian Wealth Management | 58k | $1.7M | -3% | Sep 2025 |
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| Hartmann Taylor Wealth Management | 57k | $1.7M | 89% | Sep 2025 |
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| Assetmark | 55k | $1.7M | 10936% | Sep 2025 |
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| CWS Financial Advisors | 53k | $1.6M | 10% | Sep 2025 |
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| Private Advisor | 49k | $1.5M | 31% | Sep 2025 |
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| Founders Financial Securities | 44k | $1.3M | 23% | Sep 2025 |
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| Garrett Investment Advisors | 42k | $1.3M | 39% | Sep 2025 |
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| CLS Investments | 42k | $1.3M | 100% | Sep 2025 |
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| Harbour Investments | 36k | $1.1M | 237% | Sep 2025 |
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| Kestra Advisory Services | 34k | $1.0M | 112% | Sep 2025 |
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| Envestnet Portfolio Solutions | 33k | $986k | 100% | Sep 2025 |
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| Brookstone Capital Management | 28k | $839k | 22% | Sep 2025 |
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| Gts Securities | 27k | $800k | 100% | Sep 2025 |
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| Cullen Frost Bankers | 25k | $758k | 74% | Sep 2025 |
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| Advisory Services Network | 25k | $749k | 2% | Sep 2025 |
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| HighTower Advisors | 24k | $721k | 86% | Sep 2025 |
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| Benjamin Edwards | 24k | $711k | 45% | Sep 2025 |
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| Integrated Wealth Concepts | 23k | $705k | 150% | Sep 2025 |
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| Synergy Investment Management | 23k | $701k | 100% | Sep 2025 |
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| Principal Securities | 21k | $617k | 27573% | Sep 2025 |
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| Sigma Planning | 19k | $571k | 100% | Sep 2025 |
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| D.A. Davidson & Co. | 19k | $559k | 4% | Sep 2025 |
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| Perennial Investment Advisors | 18k | $550k | -2% | Sep 2025 |
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| Regal Investment Advisors | 18k | $546k | 0% | Sep 2025 |
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| AI Financial Services | 18k | $547k | 14% | Sep 2025 |
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| Continuum Advisory | 18k | $526k | 100% | Sep 2025 |
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| Main Line Retirement Advisors | 16k | $481k | 4% | Sep 2025 |
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| Confluence Wealth Services | 15k | $452k | 1% | Sep 2025 |
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| AdvisorNet Financial | 15k | $451k | 37% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 15k | $446k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 14k | $436k | 27% | Sep 2025 |
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| Moloney Securities Asset Management | 14k | $407k | -5% | Sep 2025 |
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| Western Wealth Management | 13k | $396k | 100% | Sep 2025 |
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| AQR Capital Management | 13k | $380k | 100% | Sep 2025 |
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| Lodestone Wealth Management | 13k | $378k | 0% | Sep 2025 |
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| M.e. Allison & Co | 11k | $336k | 7% | Sep 2025 |
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| Simplicity Wealth | 11k | $321k | 100% | Sep 2025 |
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| Goss Wealth Management | 9.3k | $281k | 69% | Sep 2025 |
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| Wedbush Morgan Securities | 9.0k | $272k | 100% | Sep 2025 |
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| Triune Financial Partners | 9.0k | $272k | 0% | Sep 2025 |
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| Pensionmark Financial Group | 8.8k | $266k | -3% | Sep 2025 |
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| OneAscent Financial Services | 8.7k | $261k | 100% | Sep 2025 |
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| Gateway Wealth Partners | 8.5k | $256k | 100% | Sep 2025 |
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| Transamerica Financial Advisors | 7.6k | $229k | 100% | Sep 2025 |
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| Continental Investors Services | 7.2k | $218k | 100% | Sep 2025 |
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| Daymark Wealth Partners | 7.2k | $217k | 3% | Sep 2025 |
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| Global Retirement Partners | 7.0k | $210k | 77% | Sep 2025 |
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| Stratos Wealth Partners | 6.8k | $204k | 100% | Sep 2025 |
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| Nations Financial Group | 6.7k | $203k | 100% | Sep 2025 |
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| Capital Analysts | 6.5k | $197k | 100% | Sep 2025 |
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| Sittner & Nelson | 4.0k | $120k | 0% | Sep 2025 |
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| Smartleaf Asset Management | 2.7k | $83k | 100% | Sep 2025 |
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| Private Trust Co Na | 1.9k | $58k | 0% | Sep 2025 |
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| Nbc Securities | 1.5k | $46k | 100% | Sep 2025 |
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| Ameriflex Group | 1.4k | $42k | -41% | Sep 2025 |
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| EverSource Wealth Advisors | 1.3k | $38k | 100% | Sep 2025 |
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| Sunbelt Securities | 1.0k | $30k | 100% | Sep 2025 |
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| Brian McDonald | 905.00 | $27k | 156% | Sep 2025 |
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| IFP Advisors | 874.00 | $26k | 0% | Sep 2025 |
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| ORG Partners | 680.00 | $21k | 0% | Sep 2025 |
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| GPS Wealth Strategies Group | 506.00 | $15k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 272.00 | $8.2k | 100% | Sep 2025 |
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| Morgan Stanley | 213.00 | $6.1k | 100% | Jun 2025 |
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| SRS Capital Advisors | 150.00 | $4.5k | 0% | Sep 2025 |
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| UBS Group | 150.00 | $4.5k | 100% | Sep 2025 |
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| Rossby Financial, LCC | 79.00 | $2.4k | 108% | Sep 2025 |
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Who sold out of Capital Group Conservative E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Marshall Investment Management | Jun 2025 | 7.4k | $213k |
| Geneos Wealth Management | Jun 2025 | 1.1k | $32k |