Capital Group Short Duration Municipal Income ETF (CGSM) Institutional Ownership $26.00 0.00 (0.00%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM)Number ofInstitutional Buyers(last 12 months)31TotalInstitutional Inflows(last 12 months)$38.17MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$39.47M Get CGSM Insider Trade Alerts Want to know when executives and insiders are buying or selling Capital Group Short Duration Municipal Income 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 CGSM Institutional Buying and Selling by Quarter Capital Group Short Duration Municipal Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/17/2025 Peterson Wealth Advisors LLC11,773$306K0.1%+9.3%0.589% 1/17/2025 Janney Montgomery Scott LLC86,354$2.24M0.0%+4.0%4.318% 1/15/2025 TrueWealth Advisors LLC16,812$437K0.1%+18.1%0.841% 1/14/2025 Keeler & Nadler Financial Planning & Wealth Management33,467$869K0.4%+64.4%1.673% 1/13/2025 AdvisorNet Financial Inc4,733$123K0.0%+20.5%0.237% 1/8/2025 International Assets Investment Management LLC11,825$307K0.0%-96.2%0.591% 12/26/2024JPMorgan Chase & Co.1,317$35K0.0%N/A0.066% 11/18/2024Continental Investors Services Inc.8,336$219K0.4%N/A0.417% 11/15/2024MML Investors Services LLC193,889$5.09M0.0%N/A9.694% 11/15/2024Orion Portfolio Solutions LLC73,995$1.94M0.0%N/A3.700% Get the Latest News and Ratings for CGSM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Capital Group Short Duration Municipal Income ETF and its competitors with MarketBeat's FREE daily newsletter. 11/15/2024Jane Street Group LLC70,904$1.86M0.0%+225.5%3.545% 11/15/2024Benjamin Edwards Inc.30,687$806K0.0%N/A1.534% 11/14/2024Captrust Financial Advisors17,621$463K0.0%+95.4%0.881% 11/13/2024D.A. Davidson & CO.19,190$504K0.0%N/A0.960% 11/1/2024Assetmark Inc.64,227$1.69M0.0%N/A3.211% 11/1/2024Beta Wealth Group Inc.230,667$6.06M2.7%+22.5%11.533% 11/1/2024 Smith Thornton Advisors LLC49,010$1.29M0.8%+404.0%2.451% 10/29/2024 TrueWealth Advisors LLC14,239$374K0.1%+25.4%0.712% 10/29/2024 Janney Montgomery Scott LLC83,007$2.18M0.0%N/A4.150% 10/24/2024 Peterson Wealth Advisors LLC10,774$283K0.1%+6.7%0.539% 10/24/2024 Wealth Enhancement Advisory Services LLC58,206$1.53M0.0%+15.9%2.910% 10/22/2024 International Assets Investment Management LLC311,286$81.74M0.0%N/A15.564% 10/22/2024Private Advisor Group LLC123,579$3.25M0.0%+168.8%6.179% 10/16/2024Good Life Advisors LLC10,144$266K0.0%N/A0.507% 10/10/2024Simplicity Wealth LLC17,713$465K0.0%N/A0.886% 10/9/2024 Keeler & Nadler Financial Planning & Wealth Management20,351$534K0.3%+129.6%1.018% 8/15/2024 Smith Thornton Advisors LLC9,725$250K0.2%N/A0.486% 8/14/2024EverSource Wealth Advisors LLC36,803$958K0.1%N/A1.840% 8/13/2024Benjamin F. Edwards & Company Inc.3,831$99K0.0%+19.3%0.192% 8/9/2024ICA Group Wealth Management LLC2,461$63K0.0%+112.0%0.123% 8/5/2024Private Advisor Group LLC45,968$1.18M0.0%+18.4%2.298% 7/31/2024WR Wealth Planners LLC2,373$61K0.0%+55.7%0.119% 7/31/2024Commonwealth Equity Services LLC69,191$1.78M0.0%+57.9%3.460% 7/26/2024Saxony Capital Management LLC10,122$261K0.3%N/A0.506% 7/25/2024Tempus Wealth Planning LLC8,878$229K0.1%N/A0.444% 7/24/2024 TrueWealth Advisors LLC11,359$292K0.1%N/A0.568% 7/23/2024Concourse Financial Group Securities Inc.20,720$535K0.0%N/A1.036% 7/16/2024 Wealth Enhancement Advisory Services LLC50,206$1.29M0.0%N/A2.510% 5/14/2024Capital International Investors798,000$20.52M0.0%+20.0%39.900% 5/14/2024Capital Group Private Client Services Inc.18,327$471K0.0%-97.5%0.916% He’s without a doubt the best stock picker we’ve ever met. (Ad)There are very few people in this world who are considered “the best” in their field. There are guys like Michael Jordan who is considered the best basketball player of all time… Or Warren Buffet who is considered the best Investor of all time… But we’ve just met a man who might be the best stock picker of all time… Right now, as we speak, he is currently ranked the #1 stock picker in North America.If you’d like to sit down with us, follow this link here.4/30/2024Private Advisor Group LLC38,835$998K0.0%N/A1.942% 4/30/2024Commonwealth Equity Services LLC43,829$1.13M0.0%+20.0%2.191% 2/13/2024Capital International Investors665,000$17.18M0.0%-43.2%0.000% 2/6/2024Benjamin F. Edwards & Company Inc.3,180$82K0.0%N/A0.000% 2/5/2024 Pillar Wealth Advisors LLC21,535$556K0.4%N/A0.000% (Data available from 1/1/2016 forward) CGSM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CGSM shares? During the previous two years, 32 institutional investors and hedge funds held shares of Capital Group Short Duration Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($20.52M), Beta Wealth Group Inc. ($6.06M), MML Investors Services LLC ($5.09M), Private Advisor Group LLC ($3.25M), Janney Montgomery Scott LLC ($2.24M), Orion Portfolio Solutions LLC ($1.94M), and Jane Street Group LLC ($1.86M).Learn more on CGSM's institutional investors. Which institutional investors have been buying Capital Group Short Duration Municipal Income ETF stock? Of the 31 institutional investors that purchased Capital Group Short Duration Municipal Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($311.29K), MML Investors Services LLC ($193.89K), Capital International Investors ($133K), Private Advisor Group LLC ($123.58K), Janney Montgomery Scott LLC ($86.35K), Orion Portfolio Solutions LLC ($74.00K), and Assetmark Inc. ($64.23K). How much institutional buying is happening at Capital Group Short Duration Municipal Income ETF? Institutional investors have bought a total of 1,461,674 shares in the last 24 months. This purchase volume represents approximately $38.17M in transactions. Which Capital Group Short Duration Municipal Income ETF major shareholders have been selling company stock? The following institutional investors have sold Capital Group Short Duration Municipal Income ETF stock in the last 24 months: Capital Group Private Client Services Inc. ($725.30K), Capital International Investors ($505K), and International Assets Investment Management LLC ($299.46K). How much institutional selling is happening at Capital Group Short Duration Municipal Income ETF? Institutional investors have sold a total of 1,529,763 shares in the last 24 months. This volume of shares sold represents approximately $39.47M in transactions. Related Companies Vanguard Short-Term Tax-Exempt Bond ETF Major Shareholders Hartford Municipal Opportunities ETF Major Shareholders PIMCO Short Term Municipal Bond Exchange-Traded Fund Major Shareholders Invesco California AMT-Free Municipal Bond ETF Major Shareholders Franklin Dynamic Municipal Bond ETF Major Shareholders First Trust Short Duration Managed Municipal ETF Major Shareholders First Trust Municipal High Income ETF Major Shareholders iShares New York Muni Bond ETF Major Shareholders First Trust California Municipal High Income ETF Major Shareholders JPMorgan Sustainable Municipal Income ETF Major Shareholders This page (NYSEARCA:CGSM) was last updated on 1/21/2025 by MarketBeat.com Staff From Our PartnersCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredBuy this coin BEFORE Inauguration Day …Mark my words … Bitcoin is going to $100,000. 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