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Capital Group Municipal Income ETF (CGMU) Institutional Ownership

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$26.65
-0.02 (-0.07%)
(As of 04/30/2024 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)
71
Total
Institutional Inflows
(last 12 months)
$202.34M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.49M
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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
4/30/2024Private Advisor Group LLC224,201$6.06M0.0%+55.6%0.915%
4/30/2024Lodestone Wealth Management LLC12,259$331K0.2%N/A0.050%
4/29/2024Commonwealth Equity Services LLC1,697,218$45.84M0.1%+9.5%6.927%
4/29/2024 Benjamin F. Edwards & Company Inc.89,189$2.41M0.0%+7.6%0.364%
4/25/2024 Cambridge Investment Research Advisors Inc.347,042$9.37M0.0%+13.1%1.416%
4/25/2024 Intergy Private Wealth LLC14,339$387K0.2%N/A0.059%
4/24/2024 Landmark Wealth Management LLC80,153$2.17M1.0%+16.5%0.327%
4/24/2024 Midwest Heritage Bank FSB14,612$395K0.2%N/A0.060%
4/23/2024 Global Retirement Partners LLC3,780$102K0.0%+687.5%0.015%
4/23/2024 Venturi Wealth Management LLC549,659$14.85M1.0%+1.2%2.244%
4/23/2024 Nations Financial Group Inc. IA ADV8,050$217K0.0%N/A0.033%
4/23/2024 TrueWealth Advisors LLC12,958$350K0.1%N/A0.053%
4/22/2024 Johnson Bixby & Associates LLC40,207$1.09M0.2%+2.2%0.164%
4/19/2024 Tempus Wealth Planning LLC25,888$699K0.3%+61.5%0.106%
4/18/2024 Skyline Advisors Inc.9,000$243K0.1%N/A0.118%
4/16/2024 LongView Wealth Management27,600$745K0.3%+15.5%0.363%
4/16/2024 Wealth Enhancement Advisory Services LLC182,353$4.93M0.0%+1.9%2.399%
4/15/2024 Signet Financial Management LLC91,061$2.46M0.3%+16.9%1.198%
4/15/2024 Wealthcare Advisory Partners LLC120,262$3.25M0.1%+45.9%1.582%
4/12/2024 CGN Advisors LLC7,566$204K0.0%N/A0.100%
4/12/2024 Capital Planning LLC201,242$5.45M1.8%-0.6%2.648%
4/12/2024 AdvisorNet Financial Inc11,796$319K0.0%+15.3%0.155%
4/11/2024 &PARTNERS8,237$222K0.0%N/A0.108%
3/8/2024ICA Group Wealth Management LLC1,170$32K0.0%N/A0.015%
2/21/2024WNY Asset Management LLC141,385$3.83M0.6%+19.6%1.860%
2/17/2024 Madison Wealth Partners Inc33,925$919K0.4%-5.2%0.446%
2/13/2024Cetera Advisor Networks LLC175,169$4.74M0.0%+39.6%2.305%
2/13/2024Capital International Investors165,000$4.47M0.0%+65.0%2.171%
2/13/2024Belpointe Asset Management LLC29,400$796K0.1%N/A0.387%
2/12/2024Stifel Financial Corp901,786$24.42M0.0%+706.5%11.866%
2/9/2024 Cambridge Investment Research Advisors Inc.306,892$8.31M0.0%+7.9%4.038%
2/9/2024Milestone Investment Advisors LLC4,741$128K0.0%N/A0.062%
2/9/2024D.A. Davidson & CO.7,716$209K0.0%N/A0.102%
2/9/2024UBS Group AG1,213,930$32.87M0.0%+178.7%15.973%
2/8/2024Royal Harbor Partners LLC35,611$964K0.4%N/A0.469%
2/8/2024First Heartland Consultants Inc.10,002$271K0.0%N/A0.132%
2/8/2024Janney Montgomery Scott LLC16,924$458K0.0%N/A0.223%
2/7/2024Northwest Financial Advisors11,925$323K0.3%N/A0.157%
2/7/2024Principal Securities Inc.10,150$275K0.0%N/A0.134%
2/7/2024Concourse Financial Group Securities Inc.9,144$249K0.0%+41.5%0.120%
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2/6/2024Lincoln National Corp159,066$4.31M0.1%+20.7%2.093%
2/6/2024Private Advisor Group LLC144,089$3.90M0.0%+115.0%1.896%
2/6/2024 Wealthcare Advisory Partners LLC82,443$2.23M0.1%+145.9%1.085%
2/6/2024NavPoint Financial Inc.60,330$1.63M1.5%N/A0.794%
2/6/2024U.S. Capital Wealth Advisors LLC67,548$1.83M0.1%+379.1%0.889%
2/6/2024Bare Financial Services Inc50,218$1.36M2.7%N/A0.661%
2/6/2024 Benjamin F. Edwards & Company Inc.82,926$2.25M0.0%+113.8%1.091%
2/6/2024Commonwealth Equity Services LLC1,550,391$41.99M0.1%+116.7%20.400%
2/6/2024Great Valley Advisor Group Inc.630,641$17.08M0.6%+9.6%8.298%
2/6/2024 Armstrong Fleming & Moore Inc19,911$539K0.4%N/A0.262%
2/5/2024Pillar Wealth Advisors LLC381,264$10.33M8.0%+3.7%5.017%
2/2/2024Atria Wealth Solutions Inc.27,054$733K0.0%+8.8%0.356%
1/31/2024 American Financial Advisors LLC10,379$281K0.0%N/A0.137%
1/30/2024 Signet Financial Management LLC77,877$2.11M0.3%+14.4%1.025%
1/29/2024Crumly & Associates Inc.77,672$2.10M0.6%+6.3%1.022%
1/29/2024Koshinski Asset Management Inc.14,191$384K0.1%+31.3%0.187%
1/26/2024Cerity Partners LLC53,166$1.44M0.0%N/A0.700%
1/24/2024Souders Financial Advisors37,189$1.01M0.2%+39.9%0.489%
1/24/2024 Tempus Wealth Planning LLC16,030$434K0.2%N/A0.211%
1/24/2024 Private Trust Co. NA18,507$501K0.1%N/A0.244%
1/23/2024 Venturi Wealth Management LLC543,348$14.71M1.0%N/A7.149%
1/23/2024 Capital Planning LLC202,420$5.50M2.0%+0.6%2.663%
1/22/2024 Landmark Wealth Management LLC68,792$1.86M0.9%N/A0.905%
1/22/2024 Aspire Wealth Management Corp16,293$441K0.3%N/A0.214%
1/19/2024 AdvisorNet Financial Inc10,230$277K0.0%+411.5%0.135%
1/18/2024 McGlone Suttner Wealth Management Inc.8,650$234K0.0%N/A0.114%
1/18/2024 Johnson Bixby & Associates LLC39,360$1.07M0.2%+56.8%0.518%
1/17/2024IFG Advisory LLC17,305$469K0.0%+11.2%0.228%
1/16/2024 Raymond James & Associates69,294$1.88M0.0%N/A0.912%
1/12/2024Mutual Advisors LLC48,491$1.31M0.0%+94.2%0.638%
1/11/2024 Ausdal Financial Partners Inc.8,500$230K0.0%N/A0.112%
12/14/2023WNY Asset Management LLC118,185$3.04M0.6%N/A1.555%
12/11/2023 Sunbelt Securities Inc.6,358$163K0.0%N/A0.084%
11/16/2023Harbour Investments Inc.19,791$509K0.0%+110.7%0.260%
11/14/2023Mutual Advisors LLC24,967$642K0.0%+30.8%0.329%
11/13/2023Stifel Financial Corp111,821$2.87M0.0%+681.5%1.471%
11/13/2023LPL Financial LLC202,902$5.22M0.0%+116.0%2.670%
11/13/2023Envestnet Asset Management Inc.344,602$8.86M0.0%-4.6%4.534%
11/13/2023Kestra Advisory Services LLC12,154$312K0.0%N/A0.160%
11/9/2023UBS Group AG435,588$11.20M0.0%+132.1%5.731%
11/8/2023Atria Wealth Solutions Inc.24,860$639K0.0%N/A0.327%
11/8/2023Pillar Wealth Advisors LLC367,788$9.45M8.2%+5.7%4.839%
11/7/2023Atria Investments Inc112,530$2.89M0.1%+11.8%1.481%
11/7/2023Great Valley Advisor Group Inc.575,200$14.78M0.6%N/A7.568%
11/6/2023Sigma Planning Corp11,766$302K0.0%N/A0.155%
11/6/2023New England Capital Financial Advisors LLC110,476$2.84M2.0%+3.4%1.454%
11/6/2023Lincoln National Corp131,750$3.39M0.1%-20.1%1.734%
11/3/2023Private Advisor Group LLC67,006$1.72M0.0%+489.8%0.882%
11/2/2023Crumly & Associates Inc.73,044$1.88M0.7%-2.6%0.961%
10/26/2023Inspire Advisors LLC70,184$1.80M0.3%+8.6%0.923%
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10/25/2023Concourse Financial Group Securities Inc.6,462$167K0.0%+43.9%0.085%
10/25/2023 Signet Financial Management LLC68,049$1.75M0.3%N/A0.895%
10/24/2023 Cambridge Investment Research Advisors Inc.284,433$7.31M0.0%+39.4%3.743%
10/23/2023Commonwealth Equity Services LLC715,371$18.39M0.0%+4.4%9.413%
10/23/2023 Capital Planning LLC201,241$5.17M2.0%-2.5%2.648%
10/20/2023U.S. Capital Wealth Advisors LLC14,100$362K0.0%N/A0.186%
10/18/2023Koshinski Asset Management Inc.10,812$278K0.0%N/A0.142%
10/13/2023 Johnson Bixby & Associates LLC25,100$645K0.1%N/A0.330%
10/12/2023IFP Advisors Inc33,552$862K0.0%+434.2%0.441%
10/12/2023 AdvisorNet Financial Inc2,000$51K0.0%N/A0.026%
(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, 74 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($45.84M), UBS Group AG ($32.87M), Stifel Financial Corp ($24.42M), Great Valley Advisor Group Inc. ($17.08M), Venturi Wealth Management LLC ($14.85M), Pillar Wealth Advisors LLC ($10.33M), and Cambridge Investment Research Advisors Inc. ($9.37M).Learn more on CGMU's institutional investors.

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

Of the 73 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 ($1.70M), UBS Group AG ($1.03M), Stifel Financial Corp ($887.48K), Great Valley Advisor Group Inc. ($630.64K), Venturi Wealth Management LLC ($549.66K), Pillar Wealth Advisors LLC ($414.19K), and Envestnet Asset Management Inc. ($361.26K).

How much institutional buying is happening at Capital Group Municipal Income ETF?

Institutional investors have bought a total of 9,094,736 shares in the last 24 months. This purchase volume represents approximately $241.98M in transactions.

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

The following institutional investors have sold Capital Group Municipal Income ETF stock in the last 24 months: Lincoln National Corp ($33.09K), Pillar Wealth Advisors LLC ($32.92K), Capital Planning LLC ($18.63K), Envestnet Asset Management Inc. ($16.66K), Cetera Investment Advisers ($2.83K), Crumly & Associates Inc. ($1.97K), and Madison Wealth Partners Inc ($1.86K).

How much institutional selling is happening at Capital Group Municipal Income ETF?

Institutional investors have sold a total of 107,953 shares in the last 24 months. This volume of shares sold represents approximately $2.82M in transactions.


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This page (NYSEARCA:CGMU) was last updated on 5/1/2024 by MarketBeat.com Staff

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