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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$124.29M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$12.93M
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CGBL Institutional Buying and Selling by Quarter

Capital Group Core Balanced ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Transcendent Capital Group LLC6,319$184K0.1%N/A0.045%
5/14/2024 Capital International Investors757,000$22.04M0.0%-21.1%5.331%
5/14/2024 Capital Group Private Client Services Inc.111,804$3.26M0.0%+2.5%0.787%
5/14/2024 OLD Mission Capital LLC180,576$5.26M0.1%-14.6%1.272%
5/13/2024 Rockport Wealth LLC96,924$2.82M1.0%N/A0.683%
5/10/2024 Osaic Holdings Inc.541,770$15.77M0.0%+174.3%3.815%
5/9/2024 Kingsview Wealth Management LLC8,550$249K0.0%N/A0.071%
5/3/2024 AA Financial Advisors LLC48,547$1.41M0.6%N/A0.405%
5/2/2024 Moloney Securities Asset Management LLC15,997$466K0.1%+74.5%0.133%
5/1/2024 Janney Montgomery Scott LLC16,165$471K0.0%+46.1%0.135%
5/1/2024 CWS Financial Advisors LLC8,943$260K0.1%N/A0.075%
4/30/2024 Private Advisor Group LLC18,394$535K0.0%N/A0.153%
4/30/2024 Lodestone Wealth Management LLC7,130$208K0.1%N/A0.059%
4/29/2024Commonwealth Equity Services LLC720,629$20.98M0.0%+377.9%6.005%
4/29/2024 Benjamin F. Edwards & Company Inc.55,491$1.62M0.0%+16.6%0.462%
4/26/2024 Latitude Advisors LLC8,045$234K0.1%N/A0.067%
4/25/2024 Cambridge Investment Research Advisors Inc.493,881$14.38M0.1%+120.2%4.116%
4/22/2024 Confluence Wealth Services Inc.57,800$1.68M0.1%+0.9%0.000%
4/22/2024 Johnson Bixby & Associates LLC31,212$909K0.2%+216.8%0.000%
4/19/2024 Tempus Wealth Planning LLC36,528$1.06M0.5%N/A0.000%
4/19/2024 Westside Investment Management Inc.27,330$796K0.2%N/A0.000%
4/18/2024 Bridgewealth Advisory Group LLC7,840$228K0.1%N/A0.000%
4/17/2024 Founders Financial Securities LLC65,962$1.92M0.2%+84.7%0.000%
4/16/2024 LongView Wealth Management17,593$512K0.2%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC164,806$4.80M0.0%+149.8%0.000%
4/15/2024 Sunbelt Securities Inc.171,175$4.98M0.6%+71.6%0.000%
4/5/2024 CWM LLC21,581$628K0.0%+350.7%0.000%
4/4/2024 Advance Capital Management Inc.1,920,544$55.91M3.9%N/A0.000%
2/20/2024 Taylor Financial Group Inc.62,954$1.72M1.4%N/A0.000%
2/13/2024 Capital International Investors959,000$26.22M0.0%-19.0%0.000%
2/12/2024 Hilltop Holdings Inc.8,750$239K0.0%N/A0.000%
2/9/2024 Advisory Services Network LLC44,423$1.22M0.0%N/A0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.224,329$6.13M0.0%N/A0.000%
2/7/2024 Avantax Advisory Services Inc.11,857$324K0.0%N/A0.000%
2/6/2024 Lincoln National Corp20,347$556K0.0%N/A0.000%
2/6/2024 Benjamin F. Edwards & Company Inc.47,589$1.30M0.0%N/A0.000%
2/6/2024 Armstrong Fleming & Moore Inc15,364$420K0.3%N/A0.000%
2/1/2024 CWM LLC4,788$131K0.0%N/A0.000%
1/25/2024 RFG Advisory LLC13,400$366K0.0%N/A0.000%
1/25/2024 Confluence Wealth Services Inc.57,300$1.57M0.2%N/A0.000%
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1/24/2024 Venture Visionary Partners LLC21,666$592K0.0%N/A0.000%
1/18/2024 Johnson Bixby & Associates LLC9,852$269K0.1%N/A0.000%
1/17/2024J Arnold Wealth Management Co102,327$2.80M1.0%N/A0.000%
12/11/2023 Sunbelt Securities Inc.6,764$169K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

CGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGBL shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Capital Group Core Balanced ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($55.91M), Capital International Investors ($22.04M), Commonwealth Equity Services LLC ($20.98M), Osaic Holdings Inc. ($15.77M), Cambridge Investment Research Advisors Inc. ($14.38M), OLD Mission Capital LLC ($5.26M), and Sunbelt Securities Inc. ($4.98M).Learn more on CGBL's institutional investors.

Which institutional investors have been buying Capital Group Core Balanced ETF stock?

Of the 35 institutional investors that purchased Capital Group Core Balanced ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($1.92M), Commonwealth Equity Services LLC ($569.83K), Cambridge Investment Research Advisors Inc. ($493.88K), Osaic Holdings Inc. ($344.27K), J Arnold Wealth Management Co ($102.33K), Wealth Enhancement Advisory Services LLC ($98.84K), and Rockport Wealth LLC ($96.92K).

How much institutional buying is happening at Capital Group Core Balanced ETF?

Institutional investors have bought a total of 4,309,794 shares in the last 24 months. This purchase volume represents approximately $124.29M in transactions.

Which Capital Group Core Balanced ETF major shareholders have been selling company stock?

The following institutional investors have sold Capital Group Core Balanced ETF stock in the last 24 months: Capital International Investors ($427K), and OLD Mission Capital LLC ($30.91K).

How much institutional selling is happening at Capital Group Core Balanced ETF?

Institutional investors have sold a total of 457,907 shares in the last 24 months. This volume of shares sold represents approximately $12.93M in transactions.


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This page (NYSEARCA:CGBL) was last updated on 5/20/2024 by MarketBeat.com Staff

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