Free Trial

Capital Group U.S. Multi-Sector Income ETF (CGMS) Institutional Ownership

$27.51 +0.07 (+0.26%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$404.93M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$20.93M
Get CGMS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group U.S. Multi-Sector Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CGMS Institutional Buying and Selling by Quarter

Capital Group U.S. Multi-Sector Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Continuum Advisory LLC11,373$312K0.0%+119.9%0.044%
11/15/2024 MML Investors Services LLC416,950$11.61M0.0%+19.8%1.604%
11/15/2024 Jane Street Group LLC233,723$6.51M0.0%-30.7%0.899%
11/15/2024 Stifel Financial Corp497,812$13.86M0.0%+453.4%1.915%
11/15/2024 Integrated Wealth Concepts LLC186,902$5.20M0.1%+8.6%0.719%
11/15/2024 Benjamin Edwards Inc.274,347$7.64M0.1%N/A1.055%
11/15/2024 Kestra Investment Management LLC17,266$481K0.0%+48.3%0.066%
11/14/2024 Tradition Wealth Management LLC11,500$320K0.0%-16.4%0.044%
11/14/2024 Flow Traders U.S. LLC22,674$631K0.0%+14.2%0.087%
11/14/2024 Captrust Financial Advisors37,842$1.05M0.0%+42.0%0.146%
11/13/2024 Blue Investment Partners LLC7,217$201K0.1%N/A0.028%
11/13/2024 Private Trust Co. NA10,489$292K0.0%+49.1%0.040%
11/12/2024Von Berge Wealth Management Group LLC28,185$770K0.4%+1.7%0.108%
11/12/2024 WESPAC Advisors LLC22,241$619K0.5%+8.7%0.086%
11/12/2024 Kingsview Wealth Management LLC136,961$3.81M0.1%+222.9%0.527%
11/12/2024 Great Valley Advisor Group Inc.1,669,435$46.48M1.1%N/A6.421%
11/12/2024 Raymond James Trust N.A.26,151$728K0.0%+9.9%0.101%
11/7/2024 Prospera Financial Services Inc354,942$9.88M0.3%+127.9%1.365%
11/7/2024 CAP Partners LLC18,894$526K0.4%+4.3%0.073%
11/6/2024 Bouvel Investment Partners LLC216,376$6.02M2.2%+0.2%0.832%
11/5/2024 Souders Financial Advisors246,122$6.85M1.0%+13.6%0.947%
11/5/2024 Prime Capital Investment Advisors LLC24,190$673K0.0%N/A0.093%
11/5/2024 Harbour Investments Inc.195,416$5.44M0.2%+5.3%0.752%
11/5/2024 Apollon Wealth Management LLC47,002$1.31M0.0%+213.1%0.181%
11/5/2024 Nations Financial Group Inc. IA ADV27,082$754K0.1%+1.7%0.104%
11/4/2024 Bond & Devick Financial Network Inc.89,339$2.49M1.1%+788.1%0.344%
11/4/2024 Ashton Thomas Securities LLC1,129$31K0.0%N/A0.004%
11/4/2024 Sigma Planning Corp17,341$483K0.0%-53.2%0.067%
11/2/2024 Transcendent Capital Group LLC53,734$1.50M0.8%+4,442.2%0.207%
11/1/2024 Atria Investments Inc39,852$1.11M0.0%-3.3%0.153%
11/1/2024 Crumly & Associates Inc.181,635$5.06M1.4%+68.8%0.699%
11/1/2024 Strategic Family Wealth Counselors L.L.C.26,233$730K0.3%+25.6%0.101%
10/31/2024 Trademark Financial Management LLC14,381$400K0.3%N/A0.055%
10/31/2024 Concurrent Investment Advisors LLC167,596$4.67M0.1%-0.7%0.645%
10/30/2024 Centennial Wealth Advisory LLC11,501$320K0.1%N/A0.044%
10/30/2024 Milestone Investment Advisors LLC23,703$660K0.2%+10.2%0.091%
10/30/2024 Beacon Financial Advisory LLC10,179$283K0.1%N/A0.039%
10/30/2024 Avidian Wealth Enterprises LLC141,844$3.95M0.2%-4.0%0.546%
10/30/2024 Moloney Securities Asset Management LLC12,141$338K0.0%N/A0.047%
10/29/2024 TrueWealth Advisors LLC602,658$16.78M5.6%+14.3%2.318%
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad)

Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as we wait for Trump's agenda to kick in…

>> YES! Send Me My FREE Gold Guide!
10/29/2024 Lodestone Wealth Management LLC63,593$1.77M0.9%+55.2%0.245%
10/29/2024 Confluence Wealth Services Inc.96,999$2.70M0.2%+5.8%0.373%
10/29/2024 Janney Montgomery Scott LLC57,816$1.61M0.0%+30.8%0.222%
10/29/2024 Fullcircle Wealth LLC91,778$2.53M1.1%-8.1%0.353%
10/29/2024 Farther Finance Advisors LLC3,000$84K0.0%N/A0.012%
10/28/2024 Creative Financial Designs Inc. ADV321,870$8.96M0.8%+2,658.1%1.238%
10/28/2024 Stephens Inc. AR549,035$15.29M0.2%+0.7%2.112%
10/25/2024 Financial Advocates Investment Management16,844$469K0.0%N/A0.065%
10/25/2024 Valmark Advisers Inc.333,541$9.29M0.1%+3.4%1.283%
10/24/2024 Patriot Financial Group Insurance Agency LLC49,354$1.37M0.2%+42.9%0.190%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors45,567$1.27M0.2%N/A0.175%
10/24/2024 Peterson Wealth Advisors LLC8,920$248K0.0%N/A0.034%
10/24/2024 Barnes Pettey Financial Advisors LLC10,941$305K0.2%N/A0.042%
10/24/2024 Wealth Enhancement Advisory Services LLC1,293,693$36.02M0.1%+58.9%4.976%
10/24/2024 Arkadios Wealth Advisors10,923$304K0.0%N/A0.042%
10/23/2024 Burford Brothers Inc.35,198$980K0.5%-1.2%0.135%
10/23/2024 Strategic Investment Solutions Inc. IL1,800$50K0.0%N/A0.007%
10/23/2024 Silver Oak Securities Incorporated210,146$5.81M0.6%+38.1%0.808%
10/23/2024 Schmidt P J Investment Management Inc.18,094$504K0.1%+103.5%0.070%
10/22/2024 Private Advisor Group LLC322,893$8.99M0.1%+277.6%1.242%
10/22/2024 Tempus Wealth Planning LLC16,483$459K0.2%+28.1%0.063%
10/21/2024 Vicus Capital273,922$7.63M0.7%+5.2%1.054%
10/21/2024 RFP Financial Group LLC264,173$7.36M2.4%+38.1%1.016%
10/21/2024 DeDora Capital Inc.426,921$11.89M3.3%N/A1.642%
10/21/2024 Calton & Associates Inc.16,422$457K0.2%N/A0.063%
10/21/2024 Winch Advisory Services LLC573,705$15.97M4.4%+1.1%2.207%
10/21/2024 Sharkey Howes & Javer67,359$1.88M0.3%+55.2%0.259%
10/21/2024 Trilogy Capital Inc.94,002$2.62M0.1%+9.6%0.362%
10/18/2024Seamount Financial Group Inc.17,839$497K0.4%+29.0%0.069%
10/18/2024Commonwealth Equity Services LLC1,531,827$42.65M0.1%+26.5%5.892%
10/18/2024Raymond James & Associates645,815$17.98M0.0%+12.9%2.484%
10/18/2024ST Germain D J Co. Inc.289,298$8.05M0.4%+4.4%1.113%
10/18/2024KMG Fiduciary Partners LLC227,462$6.33M0.5%+554.4%0.875%
10/17/2024Inspire Advisors LLC48,646$1.35M0.2%+11.6%0.187%
10/17/2024 TruWealth Advisors LLC358,562$9.98M0.6%+22.2%1.379%
10/16/2024 Bleakley Financial Group LLC12,173$339K0.0%+42.7%0.047%
10/16/2024 Global Retirement Partners LLC13,038$363K0.0%N/A0.050%
10/16/2024 Good Life Advisors LLC49,838$1.39M0.1%+167.3%0.192%
10/16/2024 Cornerstone Wealth Management LLC8,138$227K0.0%N/A0.031%
10/15/2024 NBC Securities Inc.1,230$34K0.0%N/A0.005%
10/11/2024 Redhawk Wealth Advisors Inc.472,364$13.15M1.9%+6.2%1.817%
10/10/2024 McGlone Suttner Wealth Management Inc.10,209$284K0.1%+21.7%0.039%
10/10/2024 Concourse Financial Group Securities Inc.33,282$927K0.1%+29.5%0.128%
10/9/2024 LongView Wealth Management28,177$784K0.3%+166.1%0.108%
10/9/2024 Hexagon Capital Partners LLC7,138$199K0.0%N/A0.027%
10/8/2024 CWM LLC6,905$192K0.0%N/A0.027%
10/8/2024 Daymark Wealth Partners LLC23,119$644K0.0%+166.1%0.089%
10/8/2024 Olistico Wealth LLC1,372$38K0.0%+149.5%0.005%
10/8/2024 Dynamic Advisor Solutions LLC119,126$3.32M0.1%+16.7%0.458%
9/5/2024Sanctuary Advisors LLC68,961$1.85M0.0%N/A0.265%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…

8/28/2024 Kestra Investment Management LLC11,642$313K0.0%N/A0.045%
8/28/2024 Souders Financial Advisors216,588$5.83M0.9%+2.5%0.833%
8/22/2024 Cetera Investment Advisers914,999$24.63M0.1%+185.8%3.519%
8/16/2024 Northwestern Mutual Wealth Management Co.7,872$212K0.0%N/A0.030%
8/16/2024 NewEdge Advisors LLC37,614$1.01M0.0%+4.6%0.145%
8/16/2024 Magnolia Capital Advisors LLC37,796$1.02M0.0%N/A0.145%
8/15/2024 Daymark Wealth Partners LLC8,687$234K0.0%N/A0.033%
8/13/2024Benjamin F. Edwards & Company Inc.220,822$5.94M0.1%+24.6%0.849%
8/9/2024 Total Clarity Wealth Management Inc.132,032$3.55M1.2%+47.1%0.508%
8/9/2024ICA Group Wealth Management LLC1,413$38K0.0%-62.5%0.005%
(Data available from 1/1/2016 forward)

CGMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMS shares?

During the previous two years, 144 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income ETF. The most heavily invested institutionals were LPL Financial LLC ($51.01M), Great Valley Advisor Group Inc. ($46.48M), Commonwealth Equity Services LLC ($42.65M), Envestnet Asset Management Inc. ($38.42M), Wealth Enhancement Advisory Services LLC ($36.02M), Cetera Investment Advisers ($24.63M), and Osaic Holdings Inc. ($19.60M).Learn more on CGMS's institutional investors.

Which institutional investors have been buying Capital Group U.S. Multi-Sector Income ETF stock?

Of the 138 institutional investors that purchased Capital Group U.S. Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Valley Advisor Group Inc. ($1.67M), Commonwealth Equity Services LLC ($1.53M), Wealth Enhancement Advisory Services LLC ($1.18M), LPL Financial LLC ($1.05M), Envestnet Asset Management Inc. ($1.01M), ST Germain D J Co. Inc. ($896.73K), and Cetera Investment Advisers ($870.14K).

How much institutional buying is happening at Capital Group U.S. Multi-Sector Income ETF?

Institutional investors have bought a total of 18,772,928 shares in the last 24 months. This purchase volume represents approximately $506.81M in transactions.

Which Capital Group U.S. Multi-Sector Income ETF major shareholders have been selling company stock?

Of the 23 institutional investors that sold Capital Group U.S. Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($663K), Jane Street Group LLC ($279.95K), Osaic Holdings Inc. ($89.40K), Atria Investments Inc ($43.50K), Sigma Planning Corp ($42.78K), TrueWealth Advisors LLC ($35.89K), and ST Germain D J Co. Inc. ($28.22K).

How much institutional selling is happening at Capital Group U.S. Multi-Sector Income ETF?

Institutional investors have sold a total of 1,227,185 shares in the last 24 months. This volume of shares sold represents approximately $32.82M in transactions.



This page (NYSEARCA:CGMS) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners