Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
21,031,780
-
Share change
-
+6,743,819
-
Total reported value
-
$652,981,538
-
Price per share
-
$31.05
-
Number of holders
-
135
-
Value change
-
+$209,574,835
-
Number of buys
-
115
-
Number of sells
-
15
Institutional Holders of CAPITAL GROUP CORE BALANCED - SHS (CGBL) as of Q3 2024
As of 30 Sep 2024,
CAPITAL GROUP CORE BALANCED - SHS (CGBL) was held by
135 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,031,780 shares.
The largest 10 holders included
LPL Financial LLC, Advance Capital Management, Inc., ENVESTNET ASSET MANAGEMENT INC, Royal Bank of Canada, MORGAN STANLEY, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., and Cetera Investment Advisers.
This page lists
136
institutional shareholders reporting positions in this security
for the Q3 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.