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Capital Group Core Balanced ETF (CGBL) Institutional Ownership

$30.95
-0.03 (-0.10%)
(As of 11/1/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$319.50M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$13.78M
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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
11/2/2024Mesirow Financial Investment Management Inc.21,015$653K0.0%N/A0.148%
11/1/2024Carson Advisory Inc.11,553$359K0.2%N/A0.081%
11/1/2024Holistic Planning LLC8,485$263K0.1%N/A0.060%
11/1/2024 Summit Global Investments6,744$209K0.0%N/A0.047%
11/1/2024 Smith Thornton Advisors LLC11,441$355K0.2%N/A0.081%
10/31/2024 Concurrent Investment Advisors LLC194,459$6.04M0.2%-1.5%1.369%
10/30/2024 Beacon Financial Advisory LLC19,914$618K0.2%+42.2%0.140%
10/30/2024 Moloney Securities Asset Management LLC24,249$753K0.1%+7.9%0.171%
10/29/2024 Lodestone Wealth Management LLC9,309$289K0.1%+26.5%0.066%
10/29/2024 Confluence Wealth Services Inc.60,998$1.89M0.1%+0.7%0.430%
10/29/2024 Janney Montgomery Scott LLC63,631$1.98M0.0%+28.8%0.448%
10/29/2024 Clear Creek Financial Management LLC58,004$1.80M0.2%+53.1%0.408%
10/25/2024 Financial Advocates Investment Management14,794$459K0.0%+22.1%0.104%
10/25/2024 Mutual Advisors LLC45,625$1.43M0.0%+36.0%0.321%
10/25/2024 Valmark Advisers Inc.23,072$716K0.0%+1.6%0.162%
10/25/2024 Gateway Wealth Partners LLC8,181$254K0.1%N/A0.058%
10/24/2024 Patriot Financial Group Insurance Agency LLC24,105$748K0.1%N/A0.170%
10/24/2024 Wealth Enhancement Advisory Services LLC1,153,227$35.81M0.1%+120.8%8.121%
10/23/2024 Burford Brothers Inc.25,242$784K0.4%N/A0.178%
10/23/2024 Capital Management Associates Inc40,816$1.27M0.5%N/A0.287%
10/23/2024 Dakota Wealth Management28,123$877K0.0%-11.7%0.198%
10/22/2024 Private Advisor Group LLC263,295$8.18M0.1%+300.1%1.854%
10/22/2024 Tempus Wealth Planning LLC91,191$2.83M1.0%+32.0%0.642%
10/18/2024 AA Financial Advisors LLC58,758$1.82M0.5%+15.4%0.414%
10/18/2024Seamount Financial Group Inc.45,599$1.42M1.1%+85.3%0.321%
10/18/2024Clarity Wealth Advisors LLC39,545$1.23M0.4%+229.2%0.278%
10/18/2024Raymond James & Associates491,605$15.26M0.0%+2,489.3%3.462%
10/18/2024ST Germain D J Co. Inc.468,632$14.55M0.7%+19.7%3.300%
10/18/2024Stratos Wealth Advisors LLC19,897$618K0.0%+88.2%0.140%
10/16/2024 Bleakley Financial Group LLC20,654$641K0.0%+21.5%0.145%
10/15/2024 Keystone Wealth Services LLC22,344$694K0.2%N/A0.157%
10/10/2024 Koshinski Asset Management Inc.28,848$896K0.1%+129.5%0.203%
10/10/2024 Johnson Bixby & Associates LLC96,645$3.00M0.5%+53.8%0.681%
10/10/2024 Concourse Financial Group Securities Inc.45,648$1.42M0.1%+175.0%0.321%
10/10/2024 McNamara Financial Services Inc.17,086$531K0.1%+43.8%0.120%
10/9/2024 LongView Wealth Management72,120$2.24M0.7%+153.2%0.508%
10/9/2024 Davies Financial Advisors Inc.58,126$1.81M1.6%+49.7%0.409%
10/8/2024 CWM LLC49,104$1.53M0.0%+24.8%0.346%
10/8/2024 Dynamic Advisor Solutions LLC8,073$251K0.0%-4.1%0.057%
10/8/2024 Advance Capital Management Inc.2,094,775$65.04M2.9%+3.8%14.752%
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8/22/2024Cetera Investment Advisers400,367$11.90M0.0%N/A2.819%
8/16/2024Sunbelt Securities Inc.187,153$5.56M0.6%+9.3%1.318%
8/16/2024Rockport Wealth LLC138,349$4.11M1.7%+42.7%0.974%
8/14/2024Bridgewealth Advisory Group LLC11,740$349K0.2%+49.7%0.083%
8/13/2024Benjamin F. Edwards & Company Inc.48,359$1.44M0.0%-12.9%0.341%
8/9/2024ICA Group Wealth Management LLC4,153$123K0.1%+153.9%0.029%
8/8/2024Envestnet Asset Management Inc.1,154,454$34.32M0.0%+1,230.0%8.130%
8/8/2024LPL Financial LLC1,448,597$43.07M0.0%+377.5%10.201%
8/6/2024Cullen Frost Bankers Inc.36,336$1.08M0.0%N/A0.256%
8/5/2024 Private Advisor Group LLC65,811$1.96M0.0%+257.8%0.463%
8/2/2024Founders Financial Securities LLC76,693$2.28M0.2%+16.3%0.540%
8/1/2024D.A. Davidson & CO.178,632$5.31M0.0%+27.4%1.258%
8/1/2024 Valmark Advisers Inc.22,702$675K0.0%+22.5%0.160%
7/31/2024WR Wealth Planners LLC125,992$3.75M1.1%-0.8%0.887%
7/31/2024CWS Financial Advisors LLC15,845$471K0.2%+77.2%0.112%
7/31/2024Taylor Financial Group Inc.71,624$2.13M1.6%+9.5%0.504%
7/31/2024 Confluence Wealth Services Inc.60,570$1.80M0.1%+4.8%0.427%
7/31/2024Commonwealth Equity Services LLC707,515$21.03M0.0%-1.8%4.983%
7/31/2024 Concurrent Investment Advisors LLC197,479$5.87M0.2%N/A1.391%
7/31/2024Rothschild Investment LLC3,155$94K0.0%N/A0.022%
7/30/2024 Davies Financial Advisors Inc.38,838$1.16M1.1%N/A0.274%
7/30/2024 Moloney Securities Asset Management LLC22,477$668K0.1%+40.5%0.158%
7/29/2024 Ameritas Advisory Services LLC86,153$2.56M0.1%+539.7%0.607%
7/26/2024Harbour Investments Inc.128,842$3.83M0.1%+71.7%0.907%
7/26/2024 Cambridge Investment Research Advisors Inc.679,132$20.19M0.1%+37.5%4.783%
7/26/2024Signature Estate & Investment Advisors LLC12,084$359K0.0%N/A0.085%
7/25/2024First Heartland Consultants Inc.9,067$270K0.0%N/A0.064%
7/25/2024 Tempus Wealth Planning LLC69,071$2.05M0.9%+89.1%0.486%
7/25/2024 Clear Creek Financial Management LLC37,880$1.13M0.1%N/A0.267%
7/23/2024 Concourse Financial Group Securities Inc.16,597$496K0.0%+6,210.6%0.117%
7/22/2024Hobbs Group Advisors LLC900$27K0.0%N/A0.006%
7/22/2024 LongView Wealth Management28,484$847K0.3%+61.9%0.201%
7/22/2024 Dakota Wealth Management31,854$951K0.0%+42.7%0.224%
7/19/2024 Johnson Bixby & Associates LLC62,846$1.87M0.3%+101.4%0.443%
7/17/2024Westside Investment Management Inc.43,930$1.31M0.3%+60.7%0.309%
7/17/2024 High Net Worth Advisory Group LLC13,625$405K0.1%N/A0.096%
7/16/2024 Envestnet Portfolio Solutions Inc.37,779$1.12M0.0%N/A0.266%
7/16/2024 Wealth Enhancement Advisory Services LLC522,235$15.53M0.0%+216.9%3.678%
7/16/2024 AA Financial Advisors LLC50,928$1.51M0.5%+4.9%0.359%
7/15/2024 Dynamic Advisor Solutions LLC8,415$250K0.0%N/A0.059%
7/15/2024RFG Advisory LLC39,537$1.18M0.0%+191.8%0.278%
7/10/2024 Simplicity Wealth LLC17,002$505K0.0%N/A0.120%
7/10/2024 CWM LLC39,350$1.17M0.0%+82.3%0.277%
7/8/2024 Advance Capital Management Inc.2,017,711$59.99M2.8%+5.1%14.209%
7/8/2024ST Germain D J Co. Inc.391,664$11.64M0.6%N/A2.758%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.2,408$72K0.0%N/A0.017%
5/15/2024Transcendent Capital Group LLC6,319$184K0.1%N/A0.045%
5/14/2024Capital International Investors757,000$22.04M0.0%-21.1%5.331%
5/14/2024Capital Group Private Client Services Inc.111,804$3.26M0.0%+2.5%0.787%
5/14/2024OLD Mission Capital LLC180,576$5.26M0.1%-14.6%1.272%
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5/13/2024Rockport Wealth LLC96,924$2.82M1.0%N/A0.683%
5/10/2024Osaic Holdings Inc.541,770$15.77M0.0%+174.3%3.815%
5/9/2024Kingsview 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%
5/1/2024CWS 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%
(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, 82 institutional investors and hedge funds held shares of Capital Group Core Balanced ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($65.04M), LPL Financial LLC ($43.07M), Wealth Enhancement Advisory Services LLC ($35.81M), Envestnet Asset Management Inc. ($34.32M), Capital International Investors ($22.04M), Commonwealth Equity Services LLC ($21.03M), and Cambridge Investment Research Advisors Inc. ($20.19M).Learn more on CGBL's institutional investors.

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

Of the 79 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. ($2.09M), LPL Financial LLC ($1.15M), Wealth Enhancement Advisory Services LLC ($1.09M), Envestnet Asset Management Inc. ($1.07M), Cambridge Investment Research Advisors Inc. ($679.13K), Commonwealth Equity Services LLC ($569.83K), and Raymond James & Associates ($472.62K).

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

Institutional investors have bought a total of 10,789,676 shares in the last 24 months. This purchase volume represents approximately $319.50M 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), OLD Mission Capital LLC ($30.91K), Commonwealth Equity Services LLC ($13.11K), Benjamin F. Edwards & Company Inc. ($7.13K), Dakota Wealth Management ($3.73K), Concurrent Investment Advisors LLC ($3.02K), and WR Wealth Planners LLC ($955.00).

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

Institutional investors have sold a total of 486,201 shares in the last 24 months. This volume of shares sold represents approximately $13.78M in transactions.


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This page (NYSEARCA:CGBL) was last updated on 11/2/2024 by MarketBeat.com Staff
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