Who owns CAPITAL GROUP CORE BALANCED?
- Ticker: CGBL
- CUSIP Number: 14021d107
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Analyze quarterly positions in Capital Group Core Balanced with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold CAPITAL GROUP CORE BALANCED this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Advance Capital Management | 1.9M | $56M | 100% | Mar 2024 |
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Commonwealth Equity Services | 721k | $21M | 378% | Mar 2024 |
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Advisor Group Holdings | 542k | $16M | 174% | Mar 2024 |
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Cambridge Investment Research Advisors | 494k | $14M | 120% | Mar 2024 |
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LPL Financial | 303k | $8.8M | 100% | Mar 2024 |
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Sunbelt Securities | 171k | $5.0M | 72% | Mar 2024 |
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Wealth Enhancement Advisory Services | 165k | $4.8M | 150% | Mar 2024 |
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D.A. Davidson & Co. | 140k | $4.1M | 100% | Mar 2024 |
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Kestra Advisory Services | 134k | $3.7M | 100% | Dec 2023 |
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Royal Bank of Canada | 109k | $3.2M | 1171% | Mar 2024 |
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J Arnold Wealth Management | 102k | $2.8M | 100% | Dec 2023 |
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Rockport Wealth | 97k | $2.8M | 100% | Mar 2024 |
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Mariner Wealth Advisors | 96k | $2.8M | 100% | Mar 2024 |
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Envestnet Asset Management | 87k | $2.5M | 100% | Mar 2024 |
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HighTower Advisors | 81k | $2.3M | 100% | Mar 2024 |
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Morgan Stanley | 77k | $2.2M | 100% | Mar 2024 |
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Founders Financial Securities | 66k | $1.9M | 85% | Mar 2024 |
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Taylor Financial Group | 63k | $1.7M | 100% | Dec 2023 |
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Goldman Sachs Group | 60k | $1.7M | 100% | Mar 2024 |
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Advisory Services Network | 58k | $1.7M | 31% | Mar 2024 |
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Aptus Capital Advisors | 58k | $1.7M | 100% | Mar 2024 |
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Confluence Wealth Services | 58k | $1.7M | 1% | Mar 2024 |
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Benjamin F. Edwards & Company | 56k | $1.6M | 17% | Mar 2024 |
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AA Financial Advisors | 49k | $1.4M | 100% | Mar 2024 |
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Acas | 40k | $1.2M | 100% | Mar 2024 |
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Venture Visionary Partners | 37k | $1.1M | 58% | Mar 2024 |
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Tempus Wealth Planning | 37k | $1.1M | 100% | Mar 2024 |
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Lincoln National | 33k | $956k | 61% | Mar 2024 |
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Stifel Financial | 32k | $920k | 100% | Mar 2024 |
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Johnson Bixby & Associates | 31k | $909k | 217% | Mar 2024 |
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Westside Investment Management | 27k | $796k | 100% | Mar 2024 |
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Captrust Financial Advisors | 26k | $768k | 61% | Mar 2024 |
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Harbour Investments | 25k | $685k | 100% | Dec 2023 |
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Oakmont Partners | 22k | $652k | 46% | Mar 2024 |
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CWM | 22k | $628k | 351% | Mar 2024 |
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Armstrong, Fleming & Moore | 21k | $619k | 38% | Mar 2024 |
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ValMark Advisers | 19k | $539k | 100% | Mar 2024 |
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Private Advisor | 18k | $536k | 100% | Mar 2024 |
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LongView Wealth Management | 18k | $512k | 100% | Mar 2024 |
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Janney Montgomery Scott | 16k | $471k | 46% | Mar 2024 |
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Moloney Securities Asset Management | 16k | $466k | 75% | Mar 2024 |
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RFG Advisory | 14k | $394k | 1% | Mar 2024 |
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Branch Banking & Trust Company | 13k | $376k | 100% | Mar 2024 |
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Financial Advocates Investment Management | 12k | $349k | 100% | Mar 2024 |
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H D Vest Advisory Services | 12k | $347k | 0% | Mar 2024 |
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Pensionmark Financial Group | 12k | $344k | 100% | Mar 2024 |
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Smith, Moore & Co. | 10k | $293k | 100% | Mar 2024 |
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Hilltop Holdings | 9.8k | $284k | 11% | Mar 2024 |
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Beacon Financial Advisory | 9.4k | $274k | 100% | Mar 2024 |
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CWS Financial Advisors | 8.9k | $260k | 100% | Mar 2024 |
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Kingsview Wealth Management | 8.6k | $249k | 100% | Mar 2024 |
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Jane Street | 8.5k | $248k | 100% | Mar 2024 |
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Latitude Advisors | 8.0k | $234k | 100% | Mar 2024 |
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Bridgewealth Advisory Group | 7.8k | $228k | 100% | Mar 2024 |
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Lodestone Wealth Management | 7.1k | $208k | 100% | Mar 2024 |
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Transcendent Capital Group | 6.3k | $184k | 100% | Mar 2024 |
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Steward Partners Investment Advisory | 4.9k | $144k | 100% | Mar 2024 |
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Continuum Advisory | 3.6k | $104k | 100% | Mar 2024 |
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ICA Group Wealth Management | 1.6k | $48k | 137% | Mar 2024 |
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Goss Wealth Management | 1.5k | $44k | 100% | Mar 2024 |
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AdvisorNet Financial | 1.4k | $40k | 100% | Mar 2024 |
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D. J. St. Germain | 1.1k | $30k | 100% | Dec 2023 |
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Iron Horse Wealth Management | 800.00 | $23k | 100% | Mar 2024 |
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Retirement Group | 627.00 | $18k | 0% | Mar 2024 |
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Penserra Capital Management | 267.00 | $7.0k | 100% | Mar 2024 |
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Proequities | 263.00 | $7.7M | 100% | Mar 2024 |
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Northwest Financial Advisors | 138.00 | $4.0k | 100% | Mar 2024 |
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Bell Investment Advisors | 45.00 | $1.3k | 0% | Mar 2024 |
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Who sold out of Capital Group Core Balanced?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Dec 2023 | 25k | $672k |