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Capital Group Core Bond ETF (CGCB) Institutional Ownership

$25.60
-0.11 (-0.43%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for Capital Group Core Bond ETF (NYSEARCA:CGCB)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$39.88M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$24.79M
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CGCB Institutional Buying and Selling by Quarter

Capital Group Core Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Ancora Advisors LLC154,092$4.01M0.1%+7.5%1.693%
5/14/2024 Capital International Investors527,000$13.70M0.0%-47.8%5.791%
5/10/2024 Osaic Holdings Inc.288,864$7.51M0.0%+161.1%3.174%
5/9/2024 Kingsview Wealth Management LLC51,720$1.34M0.0%+162.3%0.616%
5/9/2024 Delta Investment Management LLC48,821$1.27M0.3%N/A0.581%
5/8/2024 Avantax Advisory Services Inc.11,466$298K0.0%N/A0.137%
5/2/2024 Mutual Advisors LLC100,902$2.62M0.1%-45.4%1.201%
5/1/2024 Concourse Financial Group Securities Inc.2,791$73K0.0%N/A0.033%
4/30/2024 Private Advisor Group LLC19,411$505K0.0%N/A0.231%
4/30/2024 Lodestone Wealth Management LLC34,675$901K0.5%N/A0.413%
4/29/2024Commonwealth Equity Services LLC57,276$1.49M0.0%+154.6%0.682%
4/22/2024 American Financial Advisors LLC68,227$1.77M0.2%N/A0.000%
4/19/2024 Financial Perspectives Inc2,211$57K0.0%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC33,945$882K0.0%N/A0.000%
4/12/2024 Harbor Investment Advisory LLC1,927$50K0.0%N/A0.000%
4/12/2024 AdvisorNet Financial Inc21,810$567K0.1%-89.9%0.000%
2/13/2024 Capital International Investors1,010,000$26.71M0.0%-15.8%0.000%
2/9/2024 Assetmark Inc.3,528$93K0.0%N/A0.000%
2/9/2024 D.A. Davidson & CO.10,400$275K0.0%N/A0.000%
2/8/2024 Kingsview Wealth Management LLC19,718$521K0.0%N/A0.000%
2/8/2024 Meridian Wealth Management LLC56,897$1.51M0.1%N/A0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC10,980$290K0.0%N/A0.000%
2/6/2024 Armstrong Fleming & Moore Inc7,595$201K0.2%N/A0.000%
2/2/2024 Valmark Advisers Inc.527,564$13.95M0.3%N/A0.000%
1/19/2024 AdvisorNet Financial Inc215,581$5.70M0.5%N/A0.000%
1/12/2024 Mutual Advisors LLC184,684$4.88M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

CGCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCB shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Capital Group Core Bond ETF. The most heavily invested institutionals were Valmark Advisers Inc. ($13.95M), Capital International Investors ($13.70M), Osaic Holdings Inc. ($7.51M), Ancora Advisors LLC ($4.01M), Mutual Advisors LLC ($2.62M), American Financial Advisors LLC ($1.77M), and Meridian Wealth Management LLC ($1.51M).Learn more on CGCB's institutional investors.

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

Of the 21 institutional investors that purchased Capital Group Core Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Valmark Advisers Inc. ($527.56K), AdvisorNet Financial Inc ($215.58K), Mutual Advisors LLC ($184.68K), Osaic Holdings Inc. ($178.22K), American Financial Advisors LLC ($68.23K), Meridian Wealth Management LLC ($56.90K), and Kingsview Wealth Management LLC ($51.72K).

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

Institutional investors have bought a total of 1,516,171 shares in the last 24 months. This purchase volume represents approximately $39.88M in transactions.

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

The following institutional investors have sold Capital Group Core Bond ETF stock in the last 24 months: Capital International Investors ($673K), AdvisorNet Financial Inc ($193.77K), and Mutual Advisors LLC ($83.78K).

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

Institutional investors have sold a total of 950,553 shares in the last 24 months. This volume of shares sold represents approximately $24.79M in transactions.


This page (NYSEARCA:CGCB) was last updated on 5/29/2024 by MarketBeat.com Staff

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