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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$26.98 +0.09 (+0.33%)
(As of 12/20/2024 04:32 PM ET)
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Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$289.77M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$10.40M
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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
11/25/2024 World Investment Advisors LLC134,741$3.70M0.1%+8.4%0.530%
11/18/2024 Continental Investors Services Inc.39,521$1.09M2.2%N/A0.156%
11/15/2024 MML Investors Services LLC1,203,968$33.06M0.1%+111.7%4.740%
11/15/2024 Orion Portfolio Solutions LLC413,771$11.36M0.2%N/A1.629%
11/15/2024 Jane Street Group LLC11,126$306K0.0%N/A0.044%
11/15/2024 Stifel Financial Corp970,719$26.66M0.0%+9.4%3.822%
11/15/2024 HighTower Advisors LLC8,419$231K0.0%N/A0.033%
11/15/2024 Ascent Group LLC20,595$566K0.0%N/A0.081%
11/15/2024 Benjamin Edwards Inc.158,184$4.34M0.1%N/A0.623%
11/14/2024 Captrust Financial Advisors14,000$384K0.0%N/A0.055%
11/13/2024 Freedom Investment Management Inc.10,345$284K0.0%N/A0.041%
11/12/2024 Great Valley Advisor Group Inc.905,293$24.86M0.6%+19.1%3.564%
11/8/2024 First Horizon Advisors Inc.4,433$122K0.0%N/A0.017%
11/8/2024 Prospera Financial Services Inc9,409$258K0.0%N/A0.037%
11/6/2024 Frazier Financial Advisors LLC20,689$568K0.4%-12.4%0.081%
11/6/2024 Pillar Wealth Advisors LLC17,215$473K14.1%-91.5%0.068%
11/5/2024 Souders Financial Advisors47,680$1.31M0.2%+7.1%0.188%
11/5/2024 Ashton Thomas Private Wealth LLC59,423$1.63M0.1%+37.2%0.234%
11/5/2024 Harbour Investments Inc.32,512$893K0.0%+26.6%0.128%
11/5/2024 Nations Financial Group Inc. IA ADV13,700$376K0.0%+65.1%0.054%
11/4/2024 Venturi Wealth Management LLC739,531$20.31M1.1%+20.5%2.912%
11/4/2024 Sigma 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%
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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%
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%
8/28/2024 Souders Financial Advisors44,515$1.20M0.2%+16.6%0.175%
8/22/2024 Cetera Investment Advisers919,068$24.68M0.1%+27.9%3.618%
8/16/2024 Sunbelt Securities Inc.6,731$181K0.0%+5.9%0.027%
8/16/2024 Northwestern 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%
8/14/2024 Insigneo Advisory Services LLC19,464$533K0.1%N/A0.077%
8/14/2024 EverSource 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%
8/8/2024 Envestnet Asset Management Inc.707,944$19.01M0.0%+2.7%2.787%
8/8/2024 LPL Financial LLC1,193,388$32.04M0.0%+32.0%4.698%
8/7/2024 Ashton 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%
8/2/2024 Belpointe 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%
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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%
7/26/2024 Harbour 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%
7/25/2024 First 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%
(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, 127 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), MML Investors Services LLC ($33.06M), UBS Group AG ($32.87M), LPL Financial LLC ($32.04M), Stifel Financial Corp ($26.66M), Northwestern Mutual Wealth Management Co. ($26.53M), and Great Valley Advisor Group Inc. ($24.86M).Learn more on CGMU's institutional investors.

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

Of the 125 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 ($970.67K), Great Valley Advisor Group Inc. ($840.66K), Assetmark Inc. ($721.86K), 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 15,271,826 shares in the last 24 months. This purchase volume represents approximately $410.23M in transactions.

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

Of the 16 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: Pillar Wealth Advisors LLC ($226.72K), Capital International Investors ($51K), McGlone Suttner Wealth Management Inc. ($49.78K), 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 486,754 shares in the last 24 months. This volume of shares sold represents approximately $13.13M in transactions.


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This page (NYSEARCA:CGMU) was last updated on 12/22/2024 by MarketBeat.com Staff
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