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Capital Group U.S. Multi-Sector Income ETF (CGMS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$168.87M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$22.93M
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CGMS Institutional Buying and Selling by Quarter

Capital Group U.S. Multi-Sector Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Capital International Investors60,000$1.62M0.0%-63.6%0.231%
5/14/2024Capital Group Private Client Services Inc.71,281$1.93M0.0%-5.6%0.274%
5/10/2024 Osaic Holdings Inc.724,763$19.60M0.0%-11.0%2.788%
5/9/2024 Kingsview Wealth Management LLC15,808$427K0.0%+51.7%0.061%
5/9/2024 Souders Financial Advisors211,398$5.72M0.9%+9.9%0.813%
5/8/2024 Avantax Advisory Services Inc.10,864$294K0.0%N/A0.042%
5/8/2024 Inspire Advisors LLC41,122$1.11M0.2%+12.7%0.158%
5/7/2024 Pillar Wealth Advisors LLC51,543$1.39M1.1%+1.3%0.198%
5/3/2024 Avidian Wealth Solutions LLC143,457$3.88M0.2%N/A0.610%
5/3/2024 AA Financial Advisors LLC9,906$268K0.1%N/A0.042%
5/2/2024 FinTrust Capital Advisors LLC3,000$81K0.0%+1,221.6%0.013%
5/2/2024 Lincoln National Corp543,425$14.69M0.2%+28.5%2.312%
5/1/2024 Janney Montgomery Scott LLC32,207$871K0.0%+44.4%0.137%
5/1/2024 Concourse Financial Group Securities Inc.23,534$639K0.0%-8.4%0.100%
4/30/2024 Private Advisor Group LLC45,087$1.22M0.0%+44.7%0.192%
4/30/2024 Lodestone Wealth Management LLC40,500$1.10M0.6%+265.1%0.172%
4/29/2024Commonwealth Equity Services LLC969,746$26.22M0.0%+24.8%4.127%
4/29/2024 Benjamin F. Edwards & Company Inc.177,267$4.79M0.1%+9.9%0.754%
4/26/2024 Bond & Devick Financial Network Inc.9,972$270K0.1%+27.0%0.042%
4/26/2024 Clear Creek Financial Management LLC8,705$235K0.0%N/A0.037%
4/25/2024 Cambridge Investment Research Advisors Inc.155,573$4.21M0.0%+21.7%0.662%
4/23/2024 Swisher Financial Concepts Inc.131,505$3.52M3.1%+46.9%0.560%
4/23/2024 Nations Financial Group Inc. IA ADV26,436$715K0.1%+88.2%0.112%
4/23/2024 TrueWealth Advisors LLC436,487$11.80M4.6%-7.6%1.857%
4/23/2024 Raymond James Financial Services Advisors Inc.363,565$9.83M0.0%+791.5%1.547%
4/22/2024 Confluence Wealth Services Inc.82,885$2.24M0.2%+1.7%0.353%
4/22/2024 Raymond James & Associates218,537$5.91M0.0%+26.0%0.930%
4/18/2024 CAP Partners LLC15,939$431K0.4%N/A0.068%
4/17/2024 Trilogy Capital Inc.75,836$2.05M0.1%+53.9%1.185%
4/17/2024 Founders Financial Securities LLC9,875$267K0.0%N/A0.154%
4/17/2024 Vicus Capital176,505$4.77M0.4%+5.9%2.758%
4/16/2024 Bouvel Investment Partners LLC213,463$5.77M2.5%-3.3%3.335%
4/16/2024 Wealth Enhancement Advisory Services LLC593,647$16.05M0.0%+422.1%9.276%
4/12/2024 Capital Planning LLC25,045$680K0.2%+8.3%0.391%
4/2/2024 ST Germain D J Co. Inc.270,024$7.30M0.4%+4.8%4.219%
3/8/2024ICA Group Wealth Management LLC3,113$84K0.0%N/A0.049%
3/6/2024 SageView Advisory Group LLC23,300$632K0.0%+33.1%0.364%
2/13/2024Capital International Investors165,000$4.45M0.0%-45.5%2.578%
2/12/2024 Tradition Wealth Management LLC14,000$378K0.0%+7.7%0.219%
2/12/2024 Brown Brothers Harriman & Co.22,508$607K0.0%-4.9%0.352%
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2/9/2024 Nations Financial Group Inc. IA ADV14,045$379K0.0%+58.0%0.219%
2/9/2024Hoylecohen LLC63,814$1.72M0.1%N/A0.997%
2/9/2024 SageView Advisory Group LLC23,300$632K0.0%+33.1%0.364%
2/9/2024 Cambridge Investment Research Advisors Inc.127,800$3.45M0.0%+33.2%1.997%
2/8/2024 Kingsview Wealth Management LLC10,420$281K0.0%+26.9%0.163%
2/8/2024 Janney Montgomery Scott LLC22,307$602K0.0%+82.3%0.349%
2/7/2024 Northwest Financial Advisors1,160$31K0.0%N/A0.018%
2/7/2024 Principal Securities Inc.9,450$255K0.0%N/A0.148%
2/7/2024 Concourse Financial Group Securities Inc.25,700$698K0.0%+98.8%0.402%
2/6/2024 Lincoln National Corp422,987$11.42M0.2%+27.5%6.609%
2/6/2024 Private Advisor Group LLC31,163$841K0.0%+221.2%0.487%
2/6/2024 Wealthcare Advisory Partners LLC20,455$552K0.0%+3.3%0.320%
2/6/2024 Benjamin F. Edwards & Company Inc.161,317$4.35M0.1%+2.6%2.521%
2/6/2024Commonwealth Equity Services LLC777,213$20.98M0.0%+95.6%12.144%
2/5/2024 Pillar Wealth Advisors LLC50,894$1.37M1.1%+1.2%0.795%
2/5/2024 Silver Oak Securities Incorporated26,609$718K0.1%+108.8%0.416%
2/2/2024 Valmark Advisers Inc.217,959$5.88M0.1%N/A3.406%
2/2/2024 Atria Wealth Solutions Inc.180,097$4.89M0.1%+2,067.5%2.814%
2/1/2024 Sigma Planning Corp26,575$717K0.1%-46.5%0.415%
2/1/2024 Vicus Capital166,655$4.50M0.5%+385.2%2.604%
1/31/2024 Western Wealth Management LLC13,609$367K0.0%N/A0.213%
1/29/2024 Crumly & Associates Inc.109,146$2.95M0.8%+11.0%1.705%
1/26/2024 WESPAC Advisors LLC8,006$216K0.1%N/A0.125%
1/25/2024 Confluence Wealth Services Inc.81,536$2.20M0.2%N/A1.274%
1/25/2024 Lodestone Wealth Management LLC11,092$299K0.2%+5.7%0.173%
1/24/2024 Souders Financial Advisors192,423$5.19M0.9%+10.0%3.007%
1/24/2024 Private Trust Co. NA926$25K0.0%N/A0.014%
1/24/2024 Total Clarity Wealth Management Inc.50,842$1.37M0.6%+104.5%0.794%
1/23/2024 DAVENPORT & Co LLC66,161$1.79M0.0%+43.6%1.034%
1/23/2024 Capital Planning LLC23,136$628K0.2%+2.8%0.362%
1/19/2024 Von Berge Wealth Management Group LLC27,703$751K0.6%N/A0.433%
1/18/2024Winch Advisory Services LLC285,248$7.70M2.6%+8,056.9%4.457%
1/18/2024 McGlone Suttner Wealth Management Inc.8,389$226K0.0%+6.0%0.131%
1/18/2024 WealthCare Investment Partners LLC21,687$583K0.3%N/A0.339%
1/16/2024 Raymond James Financial Services Advisors Inc.40,783$1.10M0.0%N/A0.637%
1/16/2024 Raymond James & Associates173,447$4.68M0.0%N/A2.710%
1/12/2024 Mutual Advisors LLC14,329$387K0.0%N/A0.224%
1/12/2024 Trilogy Capital Inc.49,269$1.33M0.1%+161.4%0.770%
1/11/2024 Bouvel Investment Partners LLC220,813$5.96M2.8%-1.2%3.450%
1/11/2024 Ausdal Financial Partners Inc.28,740$776K0.1%+66.5%0.449%
1/11/2024 Bond & Devick Financial Network Inc.7,849$212K0.1%N/A0.123%
1/10/2024 Creative Financial Designs Inc. ADV9,373$253K0.0%+24.4%0.146%
11/20/2023 Silver Oak Securities Incorporated12,744$325K0.1%N/A0.199%
11/16/2023Harbour Investments Inc.42,703$1.09M0.1%+89.2%0.667%
11/13/2023Mariner LLC20,681$528K0.0%N/A0.323%
11/13/2023 LPL Financial LLC474,407$12.11M0.0%+237.3%7.413%
11/13/2023Kestra Advisory Services LLC8,653$221K0.0%N/A0.135%
11/8/2023 Ausdal Financial Partners Inc.17,260$441K0.1%N/A0.270%
11/8/2023 Janney Montgomery Scott LLC12,236$312K0.0%+26.9%0.191%
11/8/2023 Atria Wealth Solutions Inc.8,309$212K0.0%N/A0.130%
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11/8/2023 Pillar Wealth Advisors LLC50,285$1.28M1.1%+1.2%0.786%
11/7/2023 TrueWealth Advisors LLC396,772$10.13M4.3%N/A6.200%
11/7/2023Atria Investments Inc105,147$2.68M0.0%-4.5%1.643%
11/6/2023Winch Advisory Services LLC3,497$89K0.0%N/A0.055%
11/6/2023 Sigma Planning Corp49,673$1.27M0.0%+201.4%0.776%
11/6/2023 Lincoln National Corp331,715$8.47M0.2%+109.5%5.183%
11/3/2023 Private Advisor Group LLC9,701$248K0.0%+26.2%0.152%
11/3/2023 SageView Advisory Group LLC17,511$447K0.0%+21.0%0.274%
11/2/2023 Crumly & Associates Inc.98,327$2.51M1.0%+6.3%1.536%
10/26/2023 Inspire Advisors LLC33,945$866K0.2%+16.3%0.530%
(Data available from 1/1/2016 forward)

CGMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMS shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Capital Group U.S. Multi-Sector Income ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($26.22M), Osaic Holdings Inc. ($19.60M), Wealth Enhancement Advisory Services LLC ($16.05M), Lincoln National Corp ($14.69M), LPL Financial LLC ($12.11M), TrueWealth Advisors LLC ($11.80M), and Raymond James Financial Services Advisors Inc. ($9.83M).Learn more on CGMS's institutional investors.

Which institutional investors have been buying Capital Group U.S. Multi-Sector Income ETF stock?

Of the 68 institutional investors that purchased Capital Group U.S. Multi-Sector 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 ($969.75K), ST Germain D J Co. Inc. ($877.46K), Lincoln National Corp ($543.43K), Wealth Enhancement Advisory Services LLC ($479.94K), LPL Financial LLC ($474.41K), TrueWealth Advisors LLC ($396.77K), and Raymond James Financial Services Advisors Inc. ($363.57K).

How much institutional buying is happening at Capital Group U.S. Multi-Sector Income ETF?

Institutional investors have bought a total of 7,520,463 shares in the last 24 months. This purchase volume represents approximately $198.45M in transactions.

Which Capital Group U.S. Multi-Sector Income ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Capital Group U.S. Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($663K), Osaic Holdings Inc. ($89.40K), TrueWealth Advisors LLC ($35.89K), ST Germain D J Co. Inc. ($28.22K), Sigma Planning Corp ($23.10K), Bouvel Investment Partners LLC ($9.93K), and Atria Investments Inc ($4.94K).

How much institutional selling is happening at Capital Group U.S. Multi-Sector Income ETF?

Institutional investors have sold a total of 865,870 shares in the last 24 months. This volume of shares sold represents approximately $22.93M in transactions.


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This page (NYSEARCA:CGMS) was last updated on 5/15/2024 by MarketBeat.com Staff

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