Capital Group Short Duration Municipal Income ETF (CGSM) Institutional Ownership $26.01 +0.03 (+0.12%) (As of 12/20/2024 04:32 PM 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)29TotalInstitutional Inflows(last 12 months)$37.60MNumber 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 Crypto 101 MediaTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode before 2025! Trump could trigger THIS crypto coin… YES, I WANT THE #1 CRYPTO NOW 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 CompanyDetails11/18/2024 Continental Investors Services Inc.8,336$219K0.4%N/A0.417% 11/15/2024 MML Investors Services LLC193,889$5.09M0.0%N/A9.694% 11/15/2024 Orion Portfolio Solutions LLC73,995$1.94M0.0%N/A3.700% 11/15/2024 Jane Street Group LLC70,904$1.86M0.0%+225.5%3.545% 11/15/2024 Benjamin Edwards Inc.30,687$806K0.0%N/A1.534% 11/14/2024 Captrust Financial Advisors17,621$463K0.0%+95.4%0.881% 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. 11/13/2024 D.A. Davidson & CO.19,190$504K0.0%N/A0.960% 11/1/2024 Assetmark Inc.64,227$1.69M0.0%N/A3.211% 11/1/2024 Beta 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% 10/22/2024 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% 8/14/2024 EverSource 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% 5/14/2024 Capital International Investors798,000$20.52M0.0%+20.0%39.900% 5/14/2024 Capital 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% 2/13/2024 Capital 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, 30 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), MML Investors Services LLC ($5.09M), Private Advisor Group LLC ($3.25M), Janney Montgomery Scott LLC ($2.18M), and Orion Portfolio Solutions LLC ($1.94M).Learn more on CGSM's institutional investors. Which institutional investors have been buying Capital Group Short Duration Municipal Income ETF stock? Of the 29 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 ($83.01K), 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 1,439,517 shares in the last 24 months. This purchase volume represents approximately $37.60M 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. 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