Capital Group Short Duration Municipal Income ETF (CGSM) Institutional Ownership $26.04 -0.01 (-0.04%) (As of 11/1/2024 ET) 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)22TotalInstitutional Inflows(last 12 months)$27.52MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$31.69M 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 Ad Porter & CompanyTrue paradigm shiftI thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. 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 CompanyDetails11/1/2024Assetmark 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% 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. 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% 10/22/2024 Private Advisor Group LLC123,579$3.25M0.0%+168.8%6.179% 10/16/2024 Good Life Advisors LLC10,144$266K0.0%N/A0.507% 10/10/2024 Simplicity 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% 8/5/2024 Private 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% 7/26/2024 Saxony Capital Management LLC10,122$261K0.3%N/A0.506% 7/25/2024 Tempus Wealth Planning LLC8,878$229K0.1%N/A0.444% 7/24/2024 TrueWealth Advisors LLC11,359$292K0.1%N/A0.568% 7/23/2024 Concourse 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% 4/30/2024 Private 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% 2/5/2024Pillar 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, 23 institutional investors and hedge funds held shares of Capital Group Short Duration Municipal Income ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($81.74M), Capital International Investors ($20.52M), Beta Wealth Group Inc. ($6.06M), Private Advisor Group LLC ($3.25M), Janney Montgomery Scott LLC ($2.18M), Commonwealth Equity Services LLC ($1.78M), and Assetmark Inc. ($1.69M).Learn more on CGSM's institutional investors. Which institutional investors have been buying Capital Group Short Duration Municipal Income ETF stock? Of the 22 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), Capital International Investors ($133K), Private Advisor Group LLC ($123.58K), Janney Montgomery Scott LLC ($83.01K), Assetmark Inc. ($64.23K), Wealth Enhancement Advisory Services LLC ($58.21K), and Smith Thornton Advisors LLC ($49.01K). How much institutional buying is happening at Capital Group Short Duration Municipal Income ETF? Institutional investors have bought a total of 1,055,694 shares in the last 24 months. This purchase volume represents approximately $27.52M 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), and Capital International Investors ($505K). How much institutional selling is happening at Capital Group Short Duration Municipal Income ETF? Institutional investors have sold a total of 1,230,302 shares in the last 24 months. This volume of shares sold represents approximately $31.69M in transactions. Related Companies Hartford Municipal Opportunities ETF Major Shareholders Vanguard Short-Term Tax-Exempt Bond ETF Major Shareholders First Trust Short Duration Managed Municipal ETF Major Shareholders PIMCO Short Term Municipal Bond Exchange-Traded Fund Major Shareholders Franklin Dynamic Municipal Bond ETF Major Shareholders Invesco California AMT-Free Municipal Bond ETF Major Shareholders First Trust California Municipal High Income ETF Major Shareholders First Trust Municipal High Income ETF Major Shareholders PIMCO Municipal Income Opportunities Active Exchange-Traded Fund Major Shareholders JPMorgan Sustainable Municipal Income ETF Major Shareholders This page (NYSEARCA:CGSM) was last updated on 11/2/2024 by MarketBeat.com Staff From Our Partners625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...Crypto Swap Profits | SponsoredEx WH Advisor Who Predicted Biden Leaving Race Makes Startling New PredictionFormer advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...Paradigm Press | SponsoredSell NVDA Now?Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...Chaikin Analytics | SponsoredMarket "Famine" ComingMarket Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...Opportunistic Trader | SponsoredThe centerpiece of Trump’s crypto’s masterplan …Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...Weiss Ratings | SponsoredBlackrock’s Sending THIS Crypto Higher on PurposeIt's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...Crypto 101 Media | SponsoredThe Final FrontierAnd a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt...Porter & Company | SponsoredWall St. Legend: Millions of Americans About to Fall Out of the 1%Wall Street insider reveals the financial tidal wave about to knock millions of Americans out of the One Perce...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Capital Group Short Duration Municipal Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Capital Group Short Duration Municipal Income ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
