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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

$27.09
+0.07 (+0.26%)
(As of 11/4/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$278.20M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.51M
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CGMU Institutional Buying and Selling by Quarter

Capital Group Municipal Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Venturi Wealth Management LLC739,531$20.31M1.1%+20.5%2.912%
11/4/2024Sigma Planning Corp12,018$330K0.0%+17.8%0.047%
11/2/2024 Transcendent Capital Group LLC1,167$32K0.0%N/A0.005%
11/1/2024 Atria Investments Inc111,236$3.06M0.0%+15.6%0.438%
11/1/2024 Assetmark Inc.721,857$19.82M0.1%N/A2.842%
11/1/2024 Carson Advisory Inc.7,400$203K0.1%N/A0.029%
11/1/2024 Aspire Wealth Management Corp20,095$552K0.3%-12.9%0.079%
11/1/2024 Smith Thornton Advisors LLC49,210$1.35M0.9%+76.3%0.194%
10/31/2024 NavPoint Financial Inc.66,554$1.83M1.5%+2.8%0.262%
10/30/2024 Avidian Wealth Enterprises LLC30,696$843K0.0%+6.3%0.121%
10/30/2024 Hanlon Investment Management Inc.12,963$356K0.1%N/A0.051%
10/30/2024 Landmark Wealth Management LLC92,125$2.53M1.1%+7.5%0.363%
10/30/2024 New England Capital Financial Advisors LLC130,010$3.57M1.9%+10.0%0.512%
10/29/2024 TrueWealth Advisors LLC23,993$659K0.2%+27.2%0.094%
10/29/2024 Lodestone Wealth Management LLC12,159$334K0.2%+14.1%0.048%
10/29/2024 Confluence Wealth Services Inc.46,621$1.28M0.1%+265.0%0.184%
10/29/2024 Janney Montgomery Scott LLC424,593$11.66M0.0%+2,160.9%1.672%
10/29/2024 Royal Harbor Partners LLC286,013$7.85M3.1%+8.9%1.126%
10/28/2024 Creative Financial Designs Inc. ADV1,531$42K0.0%+268.9%0.006%
10/28/2024 Principal Securities Inc.142,824$3.92M0.1%+946.3%0.562%
10/25/2024 Financial Advocates Investment Management9,356$257K0.0%N/A0.037%
10/25/2024 Mutual Advisors LLC128,328$3.48M0.1%+4.1%0.505%
10/25/2024 American Financial Advisors LLC16,077$441K0.1%+49.7%0.063%
10/25/2024 Gateway Wealth Partners LLC8,761$241K0.1%N/A0.034%
10/24/2024 Patriot Financial Group Insurance Agency LLC12,480$343K0.0%+11.4%0.049%
10/24/2024 Peterson Wealth Advisors LLC13,726$377K0.1%+4.7%0.054%
10/24/2024 Wealth Enhancement Advisory Services LLC153,314$4.21M0.0%+8.3%0.604%
10/23/2024 Burford Brothers Inc.8,850$243K0.1%-31.2%0.035%
10/23/2024 Brighton Jones LLC10,780$296K0.0%N/A0.042%
10/22/2024 Saxony Capital Management LLC13,986$384K0.4%+53.2%0.055%
10/22/2024 Private Advisor Group LLC377,161$10.36M0.1%+30.2%1.485%
10/22/2024 Tempus Wealth Planning LLC54,694$1.50M0.6%+1.9%0.215%
10/21/2024 RFP Financial Group LLC36,644$1.01M0.3%+106.4%0.144%
10/19/2024Cyndeo Wealth Partners LLC14,454$397K0.0%N/A0.057%
10/19/2024New Century Financial Group LLC14,919$410K0.2%N/A0.059%
10/18/2024Commonwealth Equity Services LLC1,793,930$49.26M0.1%+2.9%7.063%
10/18/2024Raymond James & Associates148,174$4.07M0.0%+19.9%0.583%
10/18/2024ST Germain D J Co. Inc.12,177$334K0.0%+96.4%0.048%
10/17/2024Inspire Advisors LLC75,389$2.07M0.3%+8.5%0.297%
10/17/2024Intergy Private Wealth LLC37,243$1.02M0.4%+1.6%0.147%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

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10/16/2024 Good Life Advisors LLC7,294$200K0.0%N/A0.029%
10/10/2024 McGlone Suttner Wealth Management Inc.60,416$1.66M0.3%+598.5%0.238%
10/10/2024 Koshinski Asset Management Inc.144,570$3.97M0.3%+11.3%0.569%
10/10/2024 Johnson Bixby & Associates LLC15,765$433K0.1%-60.8%0.062%
10/10/2024 Concourse Financial Group Securities Inc.37,356$1.03M0.1%+20.5%0.147%
10/10/2024 Simplicity Wealth LLC46,279$1.27M0.1%N/A0.182%
10/9/2024 Keeler & Nadler Financial Planning & Wealth Management20,065$551K0.3%N/A0.079%
10/9/2024 Hexagon Capital Partners LLC7,219$198K0.0%N/A0.028%
10/8/2024 CWM LLC3,534$97K0.0%N/A0.014%
10/4/2024 Thrive Wealth Management LLC47,313$1.30M0.2%+49.5%0.186%
10/3/2024 Park Avenue Securities LLC62,907$1.73M0.0%N/A0.248%
8/28/2024Souders Financial Advisors44,515$1.20M0.2%+16.6%0.175%
8/22/2024Cetera Investment Advisers919,068$24.68M0.1%+27.9%3.618%
8/16/2024Sunbelt Securities Inc.6,731$181K0.0%+5.9%0.027%
8/16/2024Northwestern Mutual Wealth Management Co.988,013$26.53M0.0%+42.5%3.890%
8/15/2024 Smith Thornton Advisors LLC27,915$750K0.6%N/A0.110%
8/14/2024Insigneo Advisory Services LLC19,464$533K0.1%N/A0.077%
8/14/2024EverSource Wealth Advisors LLC4,391$119K0.0%N/A0.017%
8/13/2024Benjamin F. Edwards & Company Inc.111,619$3.00M0.1%+25.1%0.439%
8/10/2024 Madison Wealth Partners Inc35,158$944K0.3%+4.2%0.138%
8/9/2024ICA Group Wealth Management LLC3,908$105K0.1%+135.8%0.015%
8/8/2024Envestnet Asset Management Inc.707,944$19.01M0.0%+2.7%2.787%
8/8/2024LPL Financial LLC1,193,388$32.04M0.0%+32.0%4.698%
8/7/2024Ashton Thomas Private Wealth LLC43,318$1.16M0.1%+15.6%0.171%
8/5/2024 Private Advisor Group LLC289,680$7.78M0.1%+29.2%1.140%
8/2/2024Belpointe Asset Management LLC32,022$860K0.1%+4.6%0.126%
8/1/2024 Valmark Advisers Inc.8,600$231K0.0%N/A0.034%
7/31/2024 Confluence Wealth Services Inc.12,772$343K0.0%N/A0.050%
7/31/2024Commonwealth Equity Services LLC1,742,988$46.80M0.1%+2.7%6.862%
7/31/2024 IFG Advisory LLC23,456$630K0.0%+35.5%0.092%
7/31/2024Rothschild Investment LLC7,220$194K0.0%N/A0.028%
7/30/2024 Skyline Advisors Inc.27,504$738K0.3%+205.6%0.108%
7/30/2024 New England Capital Financial Advisors LLC118,186$3.17M1.8%+6.7%0.465%
7/26/2024Harbour Investments Inc.25,685$690K0.0%+27.3%0.101%
7/26/2024 NavPoint Financial Inc.64,728$1.74M1.5%+5.4%0.255%
7/26/2024 Cambridge Investment Research Advisors Inc.359,863$9.66M0.0%+3.7%1.417%
7/26/2024 Saxony Capital Management LLC9,128$245K0.3%N/A0.036%
7/25/2024First Heartland Consultants Inc.12,873$346K0.0%-13.7%0.051%
7/25/2024 Tempus Wealth Planning LLC53,690$1.44M0.6%+107.4%0.211%
7/25/2024 RFP Financial Group LLC17,754$477K0.2%N/A0.070%
7/24/2024 TrueWealth Advisors LLC18,869$507K0.2%+45.6%0.074%
7/24/2024&PARTNERS28,104$755K0.0%+241.2%0.111%
7/23/2024 Concourse Financial Group Securities Inc.30,989$834K0.1%+225.5%0.122%
7/22/2024Atria Wealth Solutions Inc.51,152$1.37M0.0%+13.7%0.201%
7/22/2024 LongView Wealth Management39,859$1.07M0.4%+44.4%0.157%
7/19/2024Western Wealth Management LLC9,160$246K0.0%N/A0.036%
7/19/2024Raymond James & Associates123,576$3.32M0.0%+23.6%0.487%
7/19/2024 McGlone Suttner Wealth Management Inc.8,650$234K0.1%-85.2%0.034%
7/17/2024 AdvisorNet Financial Inc20,489$550K0.0%+73.7%0.081%
7/16/2024 Lodestone Wealth Management LLC10,652$286K0.2%-13.1%0.042%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
7/16/2024Great Valley Advisor Group Inc.759,854$20.40M0.6%+9.3%2.992%
7/16/2024 Wealth Enhancement Advisory Services LLC141,538$3.80M0.0%-22.4%0.557%
7/16/2024 AA Financial Advisors LLC56,161$1.51M0.5%N/A0.221%
7/16/2024Intergy Private Wealth LLC36,673$985K0.4%+155.8%0.144%
7/12/2024 Thrive Wealth Management LLC31,654$850K0.2%N/A0.125%
7/12/2024 Capital Planning LLC195,853$5.26M1.6%-2.7%0.771%
7/11/2024 U.S. Capital Wealth Advisors LLC114,822$3.08M0.1%+16.2%0.452%
7/10/2024CGN Advisors LLC8,202$220K0.0%+8.4%0.032%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.2,387$64K0.0%N/A0.009%
5/24/2024Cetera Advisors LLC293,105$7.92M0.1%+53.5%1.154%
(Data available from 1/1/2016 forward)

CGMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMU shares?

During the previous two years, 114 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($49.26M), UBS Group AG ($32.87M), LPL Financial LLC ($32.04M), Northwestern Mutual Wealth Management Co. ($26.53M), Cetera Investment Advisers ($24.68M), Stifel Financial Corp ($24.42M), and Great Valley Advisor Group Inc. ($20.40M).Learn more on CGMU's institutional investors.

Which institutional investors have been buying Capital Group Municipal Income ETF stock?

Of the 113 institutional investors that purchased Capital Group Municipal 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 ($1.79M), UBS Group AG ($1.03M), Stifel Financial Corp ($887.48K), Assetmark Inc. ($721.86K), Great Valley Advisor Group Inc. ($695.22K), Cetera Investment Advisers ($678.98K), and Venturi Wealth Management LLC ($675.31K).

How much institutional buying is happening at Capital Group Municipal Income ETF?

Institutional investors have bought a total of 13,676,322 shares in the last 24 months. This purchase volume represents approximately $366.42M in transactions.

Which Capital Group Municipal Income ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold Capital Group Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($51K), McGlone Suttner Wealth Management Inc. ($49.78K), Pillar Wealth Advisors LLC ($41.67K), Wealth Enhancement Advisory Services LLC ($40.82K), Lincoln National Corp ($33.09K), Johnson Bixby & Associates LLC ($24.44K), and Capital Planning LLC ($24.01K).

How much institutional selling is happening at Capital Group Municipal Income ETF?

Institutional investors have sold a total of 298,763 shares in the last 24 months. This volume of shares sold represents approximately $7.97M in transactions.


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