Who owns CAPITAL GROUP FIXED INCOME E?
- Ticker: CGMU
- CUSIP Number: 14020y201
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Analyze quarterly positions in Capital Group Fixed Income E with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Fixed Income E stock
Who bought or sold CAPITAL GROUP FIXED INCOME E this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 40M | $1.1B | 2% | Mar 2025 |
|
| Envestnet Asset Management | 7.4M | $199M | 9% | Mar 2025 |
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| UBS Group | 3.1M | $84M | 36% | Mar 2025 |
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| LPL Financial | 3.0M | $80M | 21% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 2.6M | $70M | 68% | Dec 2024 |
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| Wells Fargo & Company | 2.4M | $64M | 18% | Mar 2025 |
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| Cetera Investment Advisers | 2.3M | $62M | 7% | Dec 2024 |
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| Commonwealth Equity Services | 2.0M | $53M | 10% | Dec 2024 |
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| Morgan Stanley | 1.8M | $49M | 100% | Dec 2024 |
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| Advisor Group Holdings | 1.5M | $40M | 41% | Mar 2025 |
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| Mml Investors Services | 1.4M | $39M | 20% | Dec 2024 |
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| Cambridge Investment Research Advisors | 1.4M | $36M | 5% | Mar 2025 |
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| Great Valley Advisor Group | 1.1M | $29M | 8% | Mar 2025 |
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| Stifel Financial | 963k | $26M | -1% | Dec 2024 |
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| Vestmark Advisory Solutions | 873k | $24M | 18% | Dec 2024 |
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| Raymond James Financial | 792k | $21M | 90% | Mar 2025 |
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| Venturi Wealth Management | 768k | $21M | 4% | Dec 2024 |
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| Assetmark | 765k | $21M | 6% | Dec 2024 |
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| Capital Group Private Client Services | 705k | $19M | 2% | Mar 2025 |
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| Confluence Wealth Services | 703k | $19M | 13% | Mar 2025 |
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| Jones Financial Companies, L.L | 654k | $18M | 44% | Mar 2025 |
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| Royal Bank of Canada | 621k | $17M | 11% | Mar 2025 |
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| Jpmorgan Chase & Co | 523k | $14M | 74% | Mar 2025 |
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| Janney Montgomery Scott | 501k | $13M | 8% | Mar 2025 |
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| Private Advisor | 464k | $13M | 13% | Mar 2025 |
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| Orion Portfolio Solutions | 437k | $12M | 6% | Dec 2024 |
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| Envestnet Portfolio Solutions | 385k | $10M | -16% | Mar 2025 |
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| Gutierrez Wealth Advisory | 336k | $9.0M | 13% | Mar 2025 |
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| Jacobi Capital Management | 334k | $9.0M | 11% | Mar 2025 |
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| Branch Banking & Trust Company | 332k | $8.9M | 11% | Mar 2025 |
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| Per Stirling Capital Management | 319k | $8.6M | 15% | Mar 2025 |
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| Royal Harbor Partners | 285k | $7.6M | 0% | Mar 2025 |
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| Atria Wealth Solutions | 257k | $6.9M | 15% | Mar 2025 |
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| Capital Planning | 229k | $6.1M | 13% | Mar 2025 |
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| Jane Street | 228k | $6.1M | 24% | Mar 2025 |
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| Robinson Smith Wealth Advisors | 220k | $5.9M | 11% | Mar 2025 |
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| WNY Asset Management | 212k | $5.7M | 9% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 203k | $5.4M | 6% | Mar 2025 |
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| Wealthcare Advisory Partners | 200k | $5.4M | 3% | Mar 2025 |
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| Koshinski Asset Management | 190k | $5.1M | 0% | Mar 2025 |
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| Benjamin Edwards | 174k | $4.7M | 4% | Mar 2025 |
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| Principal Securities | 166k | $4.5M | 0% | Mar 2025 |
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| Leverty Financial Group | 163k | $4.4M | 100% | Mar 2025 |
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| Pensionmark Financial Group | 149k | $4.0M | 2% | Mar 2025 |
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| Skyline Advisors | 144k | $3.9M | 5% | Mar 2025 |
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| Mutual Advisors | 137k | $3.6M | 5% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 133k | $3.6M | 8% | Mar 2025 |
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| Kestra Advisory Services | 132k | $3.6M | -1% | Dec 2024 |
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| Old Mission Capital | 128k | $3.4M | 100% | Dec 2024 |
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| New England Capital Financial Advisors | 123k | $3.3M | -11% | Mar 2025 |
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| Beacon Capital Management | 120k | $3.2M | 100% | Mar 2025 |
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| Cornerstone Advisors Asset Management | 118k | $3.2M | 100% | Mar 2025 |
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| Ashton Thomas Private Wealth | 116k | $3.1M | 23% | Mar 2025 |
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| Landmark Wealth Management | 114k | $3.1M | 12% | Mar 2025 |
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| Betterment | 112k | $3.0M | 100% | Dec 2024 |
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| Atria Investments | 112k | $3.0M | 1% | Dec 2024 |
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| Baird Financial | 109k | $2.9M | 36% | Dec 2024 |
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| Eq Wealth Advisors | 109k | $2.9M | 15% | Mar 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 102k | $2.7M | -5% | Mar 2025 |
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| Krasney Financial | 96k | $2.6M | -4% | Mar 2025 |
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| Tempus Wealth Planning | 89k | $2.4M | 37% | Mar 2025 |
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| Park Avenue Securities | 86k | $2.3M | 10% | Mar 2025 |
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| AdvisorNet Financial | 86k | $2.3M | 30% | Mar 2025 |
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| NavPoint Financial | 84k | $2.2M | 25% | Mar 2025 |
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| Oak Hill Wealth Advisors | 82k | $2.2M | 111% | Mar 2025 |
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| Novem Group | 81k | $2.2M | 48% | Mar 2025 |
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| Inspire Advisors | 78k | $2.1M | -1% | Mar 2025 |
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| Main Line Retirement Advisors | 75k | $2.0M | 1% | Mar 2025 |
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| Simplicity Wealth | 75k | $2.0M | 100% | Mar 2025 |
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| Brian McDonald | 71k | $1.9M | 1% | Mar 2025 |
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| Captrust Financial Advisors | 71k | $1.9M | 12% | Mar 2025 |
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| Freedom Financial Partners | 70k | $1.9M | 100% | Mar 2025 |
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| McGlone Suttner Wealth Management | 62k | $1.7M | -2% | Mar 2025 |
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| CWM | 61k | $1.6M | 2% | Mar 2025 |
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| HPM Partners | 60k | $1.6M | 1% | Mar 2025 |
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| AA Financial Advisors | 60k | $1.6M | 0% | Mar 2025 |
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| H D Vest Advisory Services | 59k | $1.6M | 58% | Dec 2024 |
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| Stephens | 55k | $1.5M | 18% | Mar 2025 |
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| Wedbush Morgan Securities | 52k | $1.4M | 1% | Mar 2025 |
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| EverSource Wealth Advisors | 50k | $1.4M | 80% | Mar 2025 |
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| Spinnaker Investment Group | 50k | $1.3M | 100% | Mar 2025 |
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| Capital Analysts | 49k | $1.3M | 100% | Dec 2024 |
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| Smith Thornton Advisors | 49k | $1.3M | 0% | Mar 2025 |
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| Elequin Capital | 49k | $1.3M | 1205% | Mar 2025 |
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| LifeGoal Wealth Advisors | 48k | $1.3M | 100% | Mar 2025 |
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| Entruity Wealth | 48k | $1.3M | 100% | Mar 2025 |
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| ValMark Advisers | 46k | $1.2M | 16% | Mar 2025 |
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| Goss Wealth Management | 46k | $1.2M | 331% | Dec 2024 |
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| Souders Financial Advisors | 44k | $1.2M | -4% | Mar 2025 |
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| Harbour Investments | 43k | $1.2M | -6% | Mar 2025 |
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| LongView Wealth Management | 42k | $1.1M | -8% | Mar 2025 |
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| Belpointe Asset Management | 41k | $1.1M | 3% | Mar 2025 |
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| Envision Financial Planning | 40k | $1.1M | 5% | Mar 2025 |
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| Thrive Wealth Management | 38k | $1.0M | 4% | Mar 2025 |
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| Proequities | 38k | $1.0B | 1% | Dec 2024 |
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| Keeler & Nadler Financial Planning & Wealth Management | 37k | $1.0M | 17% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 37k | $994k | 22% | Dec 2024 |
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| J.w. Cole Advisors | 35k | $928k | 100% | Mar 2025 |
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| Intergy Private Wealth | 34k | $921k | -10% | Mar 2025 |
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| Sovran Advisors | 34k | $906k | 22% | Mar 2025 |
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| Flagship Harbor Advisors | 34k | $921k | 9% | Mar 2025 |
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| Geneos Wealth Management | 34k | $917k | 100% | Mar 2025 |
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| Cullen Frost Bankers | 34k | $909k | 624% | Mar 2025 |
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| IFG Advisory | 33k | $897k | 2% | Mar 2025 |
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| Continental Investors Services | 32k | $869k | -11% | Mar 2025 |
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| Mariner Wealth Advisors | 31k | $843k | 100% | Mar 2025 |
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| Madison Wealth Partners | 30k | $800k | -11% | Mar 2025 |
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| TrueWealth Advisors | 29k | $779k | 3% | Mar 2025 |
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| Kestra Private Wealth Services | 27k | $716k | 32% | Mar 2025 |
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| Modern Wealth Management | 26k | $704k | 179% | Mar 2025 |
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| SK Wealth Management | 26k | $671k | 2% | Mar 2025 |
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| Hanson McClain Advisors | 25k | $669k | 2% | Mar 2025 |
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| Insigneo Advisory Services | 25k | $669k | 0% | Mar 2025 |
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| Wood Tarver Financial Group | 24k | $644k | 39% | Mar 2025 |
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| American Financial Advisors | 22k | $581k | 22% | Mar 2025 |
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| Meridian Wealth Management | 22k | $577k | 100% | Mar 2025 |
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| Ascent Group | 22k | $575k | 6% | Mar 2025 |
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| Larson Financial Group | 20k | $545k | 100% | Mar 2025 |
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| Hanlon Investment Management | 20k | $526k | 3% | Mar 2025 |
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| Thoroughbred Financial Services | 19k | $523k | 100% | Dec 2024 |
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| Glenview Trust | 19k | $509k | 0% | Mar 2025 |
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| Nwam | 18k | $475k | 27% | Mar 2025 |
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| Frazier Financial Advisors | 18k | $475k | -6% | Mar 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 17k | $460k | 100% | Dec 2024 |
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| Nations Financial Group | 17k | $450k | 22% | Dec 2024 |
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| Financial Advocates Investment Management | 17k | $442k | -1% | Mar 2025 |
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| Midwest Heritage Bank | 16k | $432k | 0% | Mar 2025 |
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| Western Wealth Management | 16k | $427k | 15% | Mar 2025 |
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| Patriot Financial Group Insurance Agency | 16k | $424k | 8% | Mar 2025 |
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| HighTower Advisors | 16k | $423k | 87% | Dec 2024 |
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| Cornerstone Wealth Management | 16k | $420k | 100% | Mar 2025 |
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| Steward Partners Investment Advisory | 15k | $407k | 232% | Dec 2024 |
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| Peterson Wealth Advisors | 15k | $397k | 2% | Mar 2025 |
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| Synergy Investment Management | 15k | $394k | 100% | Mar 2025 |
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| Sigma Planning | 15k | $392k | 15% | Mar 2025 |
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| Private Trust Co Na | 15k | $389k | 122% | Mar 2025 |
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| Gateway Wealth Partners | 14k | $384k | 25% | Mar 2025 |
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| Saxony Capital Management | 14k | $375k | 0% | Mar 2025 |
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| Bill Few Associates | 14k | $367k | 0% | Mar 2025 |
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| Northwest Financial Advisors | 14k | $364k | 6% | Mar 2025 |
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| Johnson Bixby & Associates | 13k | $357k | 0% | Mar 2025 |
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| First Heartland Consultants | 13k | $356k | 1% | Mar 2025 |
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| Signature Estate and Investment Advisors | 13k | $347k | 100% | Mar 2025 |
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| Davenport & Co | 13k | $335k | 2% | Mar 2025 |
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| D. J. St. Germain | 12k | $327k | 0% | Mar 2025 |
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| Seamount Financial Group | 12k | $325k | 8% | Mar 2025 |
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| Global Retirement Partners | 12k | $317k | 49% | Dec 2024 |
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| Cyndeo Wealth Partners | 11k | $307k | -21% | Mar 2025 |
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| Lodestone Wealth Management | 11k | $307k | -3% | Mar 2025 |
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| Ameritas Advisory Services | 11k | $307k | -4% | Mar 2025 |
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| M Wealth Management | 10k | $280k | -43% | Mar 2025 |
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| Gwn Securities | 10k | $271k | -74% | Mar 2025 |
|
| Maia Wealth | 10k | $264k | -34% | Mar 2025 |
|
Who sold out of Capital Group Fixed Income E?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 76k | $2.0M |
| Streettalk Advisors | Dec 2024 | 28k | $744k |
| Citadel Advisors | Dec 2024 | 21k | $569k |
| Armstrong, Fleming & Moore | Dec 2024 | 20k | $538k |
| RFP Financial Group | Dec 2024 | 16k | $438k |
| New Century Financial Group | Dec 2024 | 15k | $409k |