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 | 984k | $26M | -2% | Dec 2024 |
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| Raymond James Financial | 789k | $21M | 100% | Dec 2024 |
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| Capital Group Private Client Services | 650k | $18M | 100% | Sep 2024 |
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| Main Line Retirement Advisors | 508k | $14M | 100% | Dec 2024 |
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| D. J. St. Germain | 285k | $7.6M | 9696% | Dec 2024 |
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| Commonwealth Equity Services | 141k | $3.7M | 39% | Dec 2024 |
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| Evernest Financial Advisors | 99k | $2.6M | 8% | Dec 2024 |
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| LPL Financial | 97k | $2.6M | 100% | Dec 2024 |
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| Envision Financial Planning | 57k | $1.5M | 95% | Dec 2024 |
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| Pines Wealth Management | 54k | $1.4M | 100% | Dec 2024 |
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| Midwest Heritage Bank | 54k | $1.4M | 100% | Dec 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 54k | $1.4M | -12% | Dec 2024 |
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| Brookstone Capital Management | 47k | $1.2M | -49% | Dec 2024 |
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| Old Mission Capital | 36k | $950k | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 35k | $937k | 61% | Dec 2024 |
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| Financial Management Network | 30k | $801k | 67% | Dec 2024 |
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| Garrett Investment Advisors | 29k | $767k | 2% | Dec 2024 |
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| Advisor Group Holdings | 27k | $736k | 41% | Dec 2024 |
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| Atria Wealth Solutions | 24k | $624k | 0% | Dec 2024 |
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| Kestra Private Wealth Services | 23k | $619k | 0% | Dec 2024 |
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| Founders Financial Securities | 23k | $615k | 31% | Dec 2024 |
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| Janney Montgomery Scott | 22k | $578k | 100% | Dec 2024 |
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| Captrust Financial Advisors | 21k | $547k | 143% | Dec 2024 |
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| Pensionmark Financial Group | 20k | $528k | 162% | Dec 2024 |
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| Gts Securities | 20k | $526k | 100% | Dec 2024 |
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| Envestnet Asset Management | 20k | $525k | 100% | Dec 2024 |
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| Advisory Services Network | 16k | $420k | 100% | Dec 2024 |
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| CWS Financial Advisors | 15k | $398k | 100% | Dec 2024 |
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| Kestra Advisory Services | 12k | $318k | 100% | Dec 2024 |
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| Cetera Investment Advisers | 11k | $297k | 100% | Dec 2024 |
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| Harbour Investments | 11k | $295k | 468% | Dec 2024 |
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| Great Valley Advisor Group | 11k | $285k | 100% | Dec 2024 |
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| D.A. Davidson & Co. | 10k | $274k | 100% | Dec 2024 |
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| Baird Financial | 10k | $265k | 100% | Dec 2024 |
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| Stratos Wealth Partners | 9.3k | $247k | 100% | Dec 2024 |
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| AI Financial Services | 9.0k | $239k | 100% | Dec 2024 |
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| Jane Street | 8.5k | $226k | 100% | Dec 2024 |
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| Proequities | 5.0k | $138M | 187% | Dec 2024 |
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| Synergy Investment Management | 3.6k | $96k | 100% | Dec 2024 |
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| Royal Bank of Canada | 697.00 | $18k | 100% | Dec 2024 |
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| AdvisorNet Financial | 563.00 | $15k | 100% | Dec 2024 |
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| GPS Wealth Strategies Group | 502.00 | $13k | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 500.00 | $13k | 100% | Dec 2024 |
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| Ameriflex Group | 380.00 | $11k | 100% | Dec 2024 |
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| FinTrust Capital Advisors | 374.00 | $10k | 100% | Sep 2024 |
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| Morgan Stanley | 1.00 | $27.000000 | 100% | Dec 2024 |
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Who sold out of Capital Group Conservative E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Sep 2024 | 775.00 | $21k |