Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
7,532,666
-
Share change
-
+4,538,814
-
Total reported value
-
$219,254,719
-
Price per share
-
$29.11
-
Number of holders
-
73
-
Value change
-
+$132,161,805
-
Number of buys
-
66
-
Number of sells
-
5
Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) as of Q1 2024
As of 31 Mar 2024,
CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by
73 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,532,666 shares.
The largest 10 holders included
Advance Capital Management, Inc., Capital International Investors, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., Cambridge Investment Research Advisors, Inc., LPL Financial LLC, OLD MISSION CAPITAL LLC, Sunbelt Securities, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and D.A. DAVIDSON & CO..
This page lists
73
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.