Capital Group Core Balanced ETF (CGBL) Institutional Ownership → Warren Buffett's 'mystery stock' (From Stansberry Research) (Ad) Free CGBL Stock Alerts $29.39 +0.04 (+0.14%) (As of 01:55 PM ET) Add Compare Share Share OwnershipStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Capital Group Core Balanced ETF (NYSEARCA:CGBL)Number ofInstitutional Buyers(last 12 months)35TotalInstitutional Inflows(last 12 months)$124.29MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$12.93M Get CGBL Insider Trade Alerts Want to know when executives and insiders are buying or selling Capital Group Core Balanced ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CGBL Institutional Buying and Selling by Quarter Ad Stansberry ResearchWarren Buffett's "mystery stock"WARNING: Read This Before the Next Fed Meeting Investors are looking to the Fed with high hopes for interest rate relief. Unfortunately, many have no idea there's another major story unfolding right now, one that could be worth $40 trillion. This Wall Street millionaire just stepped forward with all the details, and how it could make some Capital Group Core Balanced ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2024 Transcendent Capital Group LLC6,319$184K0.1%N/A0.045% 5/14/2024 Capital International Investors757,000$22.04M0.0%-21.1%5.331% 5/14/2024 Capital Group Private Client Services Inc.111,804$3.26M0.0%+2.5%0.787% 5/14/2024 OLD Mission Capital LLC180,576$5.26M0.1%-14.6%1.272% 5/13/2024 Rockport Wealth LLC96,924$2.82M1.0%N/A0.683% 5/10/2024 Osaic Holdings Inc.541,770$15.77M0.0%+174.3%3.815% Get the Latest News and Ratings for CGBL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Capital Group Core Balanced ETF and its competitors with MarketBeat's FREE daily newsletter. 5/9/2024 Kingsview 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% 5/1/2024 CWS 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% 4/29/2024 Benjamin F. Edwards & Company Inc.55,491$1.62M0.0%+16.6%0.462% 4/26/2024 Latitude Advisors LLC8,045$234K0.1%N/A0.067% 4/25/2024 Cambridge Investment Research Advisors Inc.493,881$14.38M0.1%+120.2%4.116% 4/22/2024 Confluence Wealth Services Inc.57,800$1.68M0.1%+0.9%0.000% 4/22/2024 Johnson Bixby & Associates LLC31,212$909K0.2%+216.8%0.000% 4/19/2024 Tempus Wealth Planning LLC36,528$1.06M0.5%N/A0.000% 4/19/2024 Westside Investment Management Inc.27,330$796K0.2%N/A0.000% 4/18/2024 Bridgewealth Advisory Group LLC7,840$228K0.1%N/A0.000% 4/17/2024 Founders Financial Securities LLC65,962$1.92M0.2%+84.7%0.000% 4/16/2024 LongView Wealth Management17,593$512K0.2%N/A0.000% 4/16/2024 Wealth Enhancement Advisory Services LLC164,806$4.80M0.0%+149.8%0.000% 4/15/2024 Sunbelt Securities Inc.171,175$4.98M0.6%+71.6%0.000% 4/5/2024 CWM LLC21,581$628K0.0%+350.7%0.000% 4/4/2024 Advance Capital Management Inc.1,920,544$55.91M3.9%N/A0.000% 2/20/2024 Taylor Financial Group Inc.62,954$1.72M1.4%N/A0.000% 2/13/2024 Capital International Investors959,000$26.22M0.0%-19.0%0.000% 2/12/2024 Hilltop Holdings Inc.8,750$239K0.0%N/A0.000% 2/9/2024 Advisory Services Network LLC44,423$1.22M0.0%N/A0.000% 2/9/2024 Cambridge Investment Research Advisors Inc.224,329$6.13M0.0%N/A0.000% 2/7/2024 Avantax Advisory Services Inc.11,857$324K0.0%N/A0.000% 2/6/2024 Lincoln National Corp20,347$556K0.0%N/A0.000% 2/6/2024 Benjamin F. Edwards & Company Inc.47,589$1.30M0.0%N/A0.000% 2/6/2024 Armstrong Fleming & Moore Inc15,364$420K0.3%N/A0.000% 2/1/2024 CWM LLC4,788$131K0.0%N/A0.000% 1/25/2024 RFG Advisory LLC13,400$366K0.0%N/A0.000% 1/25/2024 Confluence Wealth Services Inc.57,300$1.57M0.2%N/A0.000% Everybody laughed when he recommended Netflix (Ad)"This Could be Worth Even More than A.I." Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade.1/24/2024 Venture Visionary Partners LLC21,666$592K0.0%N/A0.000% 1/18/2024 Johnson Bixby & Associates LLC9,852$269K0.1%N/A0.000% 1/17/2024J Arnold Wealth Management Co102,327$2.80M1.0%N/A0.000% 12/11/2023 Sunbelt Securities Inc.6,764$169K0.0%N/A0.000% (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, 37 institutional investors and hedge funds held shares of Capital Group Core Balanced ETF. The most heavily invested institutionals were Advance Capital Management Inc. ($55.91M), Capital International Investors ($22.04M), Commonwealth Equity Services LLC ($20.98M), Osaic Holdings Inc. ($15.77M), Cambridge Investment Research Advisors Inc. ($14.38M), OLD Mission Capital LLC ($5.26M), and Sunbelt Securities Inc. ($4.98M).Learn more on CGBL's institutional investors. Which institutional investors have been buying Capital Group Core Balanced ETF stock? Of the 35 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. ($1.92M), Commonwealth Equity Services LLC ($569.83K), Cambridge Investment Research Advisors Inc. ($493.88K), Osaic Holdings Inc. ($344.27K), J Arnold Wealth Management Co ($102.33K), Wealth Enhancement Advisory Services LLC ($98.84K), and Rockport Wealth LLC ($96.92K). How much institutional buying is happening at Capital Group Core Balanced ETF? Institutional investors have bought a total of 4,309,794 shares in the last 24 months. This purchase volume represents approximately $124.29M 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), and OLD Mission Capital LLC ($30.91K). How much institutional selling is happening at Capital Group Core Balanced ETF? Institutional investors have sold a total of 457,907 shares in the last 24 months. This volume of shares sold represents approximately $12.93M in transactions. Related Companies: Franklin Income Focus ETF Institutional Ownership Fairlead Tactical Sector ETF Institutional Ownership STF Tactical Growth ETF Institutional Ownership STF Tactical Growth & Income ETF Institutional Ownership Pinnacle Focused Opportunities ETF Institutional Ownership This page (NYSEARCA:CGBL) was last updated on 5/20/2024 by MarketBeat.com Staff From Our PartnersDems have chosen Biden replacement?Paradigm PressThe Overlooked Retirement Asset You Probably Don’t OwnCrypto 101 MediaThis Apple-like Innovator is Revolutionizing HealthcareWall Street Star**Breaking News** LIttle Known Biotech Company Does $41 Million In Q1! Huge AlertsThis Could be Your “Big Money” AI MomentInvestorPlaceDigitizing the $11T commodities sector with one tiny stockResource Stock DigestObama’s Forever Term [exposed]Porter & CompanyNew Options need New Trading StrategiesNetpicks Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Capital Group Core Balanced ETF Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.