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

$27.38
+0.11 (+0.40%)
(As of 12:49 PM ET)
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Institutional Ownership Changes (13F Filings) for Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$349.19M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$18.11M
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CGMS Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Sigma Planning Corp17,341$483K0.0%-53.2%0.067%
11/2/2024Transcendent Capital Group LLC53,734$1.50M0.8%+4,442.2%0.207%
11/1/2024Atria Investments Inc39,852$1.11M0.0%-3.3%0.153%
11/1/2024Crumly & Associates Inc.181,635$5.06M1.4%+68.8%0.699%
11/1/2024Strategic 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%
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%
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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%
8/28/2024Kestra Investment Management LLC11,642$313K0.0%N/A0.045%
8/28/2024Souders Financial Advisors216,588$5.83M0.9%+2.5%0.833%
8/22/2024Cetera Investment Advisers914,999$24.63M0.1%+185.8%3.519%
8/16/2024Northwestern Mutual Wealth Management Co.7,872$212K0.0%N/A0.030%
8/16/2024NewEdge 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%
8/8/2024Inspire Advisors LLC43,576$1.17M0.2%+6.0%0.168%
8/8/2024Envestnet Asset Management Inc.1,427,118$38.42M0.0%+201.2%5.489%
8/8/2024LPL Financial LLC1,894,706$51.01M0.0%+43.2%7.287%
8/7/2024Wedbush Securities Inc.18,797$506K0.0%N/A0.072%
8/7/2024Ashton Thomas Private Wealth LLC4,060$109K0.0%N/A0.016%
8/6/2024 Ausdal Financial Partners Inc.38,102$1.03M0.1%+32.5%0.147%
8/6/2024Cullen Frost Bankers Inc.43,028$1.16M0.0%N/A0.165%
8/5/2024 Private Advisor Group LLC85,514$2.30M0.0%+89.7%0.329%
8/3/2024Crumly & Associates Inc.107,574$2.90M0.8%+3.9%0.414%
8/1/2024 Valmark Advisers Inc.322,517$8.68M0.1%+2.5%1.240%
7/31/2024WR Wealth Planners LLC24,971$672K0.2%-1.9%0.096%
7/31/2024 Confluence Wealth Services Inc.91,646$2.47M0.2%+10.6%0.352%
7/31/2024Commonwealth Equity Services LLC1,211,207$32.61M0.1%+24.9%4.658%
7/31/2024 Concurrent Investment Advisors LLC168,735$4.54M0.1%N/A0.649%
7/31/2024Rothschild Investment LLC42,465$1.14M0.1%N/A0.163%
7/29/2024 Schmidt P J Investment Management Inc.8,891$239K0.0%N/A0.034%
7/29/2024 Ameritas Advisory Services LLC21,246$572K0.0%+69.2%0.082%
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7/26/2024Harbour Investments Inc.185,587$5.00M0.2%+4.8%0.714%
7/26/2024 Patriot Financial Group Insurance Agency LLC34,538$930K0.1%+55.5%0.133%
7/26/2024 Cambridge Investment Research Advisors Inc.195,180$5.25M0.0%+25.5%0.751%
7/26/2024Signature Estate & Investment Advisors LLC8,464$228K0.0%N/A0.033%
7/25/2024Raymond James Trust N.A.23,794$641K0.0%N/A0.092%
7/25/2024 Tempus Wealth Planning LLC12,870$346K0.1%N/A0.050%
7/25/2024 Clear Creek Financial Management LLC9,896$266K0.0%+13.7%0.038%
7/25/2024 Fullcircle Wealth LLC99,822$2.72M1.2%N/A0.384%
7/25/2024 RFP Financial Group LLC191,358$5.15M1.9%N/A0.736%
7/24/2024 TrueWealth Advisors LLC527,064$14.19M5.2%+20.8%2.027%
(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, 132 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), Commonwealth Equity Services LLC ($42.65M), Envestnet Asset Management Inc. ($38.42M), Wealth Enhancement Advisory Services LLC ($36.02M), Cetera Investment Advisers ($24.63M), Osaic Holdings Inc. ($19.60M), and Raymond James & Associates ($17.98M).Learn more on CGMS's institutional investors.

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

Of the 126 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: 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), Cetera Investment Advisers ($870.14K), and Raymond James & Associates ($645.82K).

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

Institutional investors have bought a total of 15,824,977 shares in the last 24 months. This purchase volume represents approximately $424.74M in transactions.

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

Of the 22 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 ($176.52K), 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 1,121,503 shares in the last 24 months. This volume of shares sold represents approximately $29.88M in transactions.


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This page (NYSEARCA:CGMS) was last updated on 11/4/2024 by MarketBeat.com Staff
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