Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free CGMU Stock Alerts

Capital Group Municipal Income ETF (CGMU) Institutional Ownership

Capital Group Municipal Income ETF logo
$27.33 0.00 (0.00%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Municipal Income ETF (NYSEARCA:CGMU)

Number of
Institutional Buyers
(last 12 months)
275
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$98.43M
Get CGMU Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Municipal Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGMU Institutional Buying and Selling by Quarter

Capital Group Municipal Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp101,085$2.74M0.0%N/A0.047%
5/5/2026Milestone Investment Advisors LLC45,075$1.22M0.3%+129.1%0.021%
5/5/2026Geneos Wealth Management Inc.66,486$1.81M0.0%+2.1%0.031%
5/5/2026Signet Financial Management LLC20,196$548K0.1%-4.0%0.009%
5/5/2026Sanctuary Advisors LLC179,894$4.88M0.0%+109.1%0.084%
5/5/2026Sigma Planning Corp23,124$628K0.0%+6.2%0.011%
5/4/2026HBW Advisory Services LLC23,746$645K0.1%+7.7%0.011%
5/2/2026 Diversify Wealth Management LLC14,648$401K0.0%+73.5%0.007%
5/2/2026 Valmark Advisers Inc.96,341$2.62M0.0%+35.1%0.045%
5/1/2026 Fifth Third Bancorp157,131$4.27M0.0%N/A0.074%
5/1/2026 Sovran Advisors LLC85,746$2.34M0.2%+22.8%0.040%
5/1/2026 EQ Wealth Advisors LLC187,936$5.10M3.0%+3.4%0.088%
5/1/2026 Simplicity Wealth LLC74,420$2.02M0.1%+4.9%0.035%
4/30/2026 IMPACTfolio LLC211,614$5.75M2.4%N/A0.100%
4/30/2026 Robinson Smith Wealth Advisors LLC349,684$9.49M6.4%+5.2%0.165%
4/30/2026 Mosaic Family Wealth Partners LLC202,761$5.51M0.6%+31.4%0.096%
4/30/2026 Kestra Advisory Services LLC608,109$16.51M0.1%+254.0%0.287%
4/30/2026 Capital Planning LLC169,086$4.59M1.5%-5.8%0.080%
4/28/2026 Stephens Inc. AR113,535$3.08M0.0%+49.9%0.054%
4/28/2026 Koshinski Asset Management Inc.309,986$8.42M0.5%+1.8%0.147%
4/28/2026 Hunter Associates Investment Management LLC559,824$15.20M2.0%+12.0%0.265%
4/28/2026 CWS Financial Advisors LLC8,327$226K0.1%N/A0.004%
4/28/2026 New England Capital Financial Advisors LLC282,765$7.68M2.1%+81.8%0.134%
4/27/2026 World Investment Advisors205,396$5.58M0.1%+4.5%0.097%
4/27/2026 Private Advisor Group LLC908,634$24.67M0.1%+7.9%0.430%
4/27/2026 DeDora Capital Inc.10,006$272K0.1%N/A0.005%
4/25/2026 Royal Harbor Partners LLC453,277$12.31M4.2%+2.3%0.216%
4/25/2026 Seamount Financial Group Inc.19,462$528K0.2%+20.7%0.009%
4/25/2026 Northwest Financial Advisors78,144$2.12M4.1%+47.9%0.037%
4/25/2026 NavPoint Financial Inc.95,869$2.60M1.1%-9.9%0.046%
4/24/2026 Capital Asset Advisory Services LLC7,673$211K0.0%N/A0.004%
4/24/2026 Barnes Pettey Financial Advisors LLC45,354$1.23M0.5%+26.2%0.022%
4/23/2026 Mayflower Financial Advisors LLC7,947$216K0.0%N/A0.004%
4/23/2026 Intrua Financial LLC50,118$1.36M0.1%+9.5%0.024%
4/23/2026 Vicus Capital97,596$2.65M0.2%+6.1%0.046%
4/23/2026 Penney Financial LLC185,115$5.03M1.9%+12.8%0.088%
4/22/2026 Hartmann Taylor Wealth Management LLC326,554$8.87M5.9%+41.0%0.155%
4/22/2026 Patriot Financial Group Insurance Agency LLC11,878$322K0.0%N/A0.006%
4/22/2026 Janney Montgomery Scott LLC799,082$21.70M0.1%+16.1%0.382%
4/22/2026 Venturi Wealth Management LLC1,267,444$34.41M1.6%+23.7%0.606%
4/21/2026 Next Level Wealth Planning LLC28,362$770K0.4%+157.8%0.014%
4/21/2026 Financial Council LLC84,591$2.30M0.9%+0.9%0.040%
4/21/2026 Main Line Retirement Advisors LLC100,373$2.73M1.4%+38.3%0.048%
4/21/2026 AA Financial Advisors LLC66,400$1.80M0.3%+2.3%0.032%
4/20/2026 Kestra Private Wealth Services LLC450,132$12.22M0.2%+4.6%0.215%
4/17/2026 Trinity Wealth Management LLC142,441$3.87M1.4%+3.0%0.068%
4/17/2026 Total Clarity Wealth Management Inc.179,646$4.88M1.1%+13.2%0.086%
4/17/2026 Stonebridge Financial Group LLC MO8,448$229K0.2%N/A0.004%
4/17/2026 AdvisorNet Financial Inc136,577$3.71M0.2%+14.1%0.065%
4/17/2026 Clear Trail Advisors LLC512,183$13.91M2.3%N/A0.245%
4/17/2026 Intergy Private Wealth LLC43,875$1.19M0.3%+6.3%0.021%
4/16/2026 Balboa Wealth Partners17,930$487K0.1%+5.3%0.009%
4/16/2026 Freedom Financial Partners LLC87,762$2.38M0.8%+2.3%0.042%
4/16/2026 Genesis Private Wealth LLC20,056$545K0.2%+16.0%0.010%
4/15/2026 Nations Financial Group Inc. IA ADV35,525$965K0.0%+29.4%0.017%
4/15/2026 Midwest Heritage Bank FSB17,282$469K0.2%-11.7%0.008%
3/23/2026 J. Derek Lewis & Associates Inc.748,857$20.50M4.8%N/A0.409%
3/17/2026Rockefeller Capital Management L.P.263,179$7.21M0.0%+125.4%0.144%
3/10/2026Advisortrust Partners LLC9,392$257K0.1%N/A0.005%
2/23/2026Continental Investors Services Inc.31,832$872K1.1%-10.2%0.017%
2/19/2026 Royal Harbor Partners LLC443,171$12.13M4.0%+4.3%0.242%
2/18/2026Ameriflex Group Inc.1,115$31K0.0%-54.5%0.001%
2/18/2026Blue Chip Partners LLC1,635,685$44.79M3.2%+4.5%0.894%
2/18/2026Beacon Pointe Advisors LLC745,742$20.42M0.1%+31.9%0.408%
2/18/2026NewEdge Advisors LLC180,042$4.93M0.0%+0.6%0.098%
2/18/2026VestGen Investment Management32,086$879K0.5%+3.1%0.018%
2/18/2026OLD Mission Capital LLC119,415$3.27M0.1%+152.7%0.065%
2/18/2026Maia Wealth LLC24,775$689K0.1%+3.1%0.014%
2/17/2026Cetera Investment Advisers4,157,316$113.83M0.1%+17.1%2.272%
2/17/2026Envision Financial Planning LLC227,931$6.24M2.4%+5.7%0.125%
2/17/2026Hilltop Holdings Inc.11,603$318K0.0%N/A0.006%
2/17/2026Equitable Holdings Inc.112,604$3.08M0.0%+22.8%0.062%
2/17/2026Kovack Advisors Inc.9,715$266K0.0%N/A0.005%
2/17/2026Capital Planning Advisors LLC25,925$710K0.1%+16.5%0.014%
2/17/2026GeoWealth Management LLC10,804$296K0.0%+21.6%0.006%
2/17/2026Osaic Holdings Inc.2,215,616$60.67M0.1%-0.9%1.211%
2/17/2026Tower Research Capital LLC TRC 66,161$1.81M0.0%N/A0.036%
2/17/2026 Private Advisor Group LLC841,827$23.05M0.1%+17.9%0.460%
2/17/2026Captrust Financial Advisors51,640$1.41M0.0%+39.1%0.028%
2/17/2026&PARTNERS347,029$9.51M0.0%+28.8%0.190%
2/17/2026Royal Bank of Canada1,153,421$31.58M0.0%+24.9%0.630%
2/17/2026Bank of Marin25,925$710K0.5%+16.5%0.014%
2/16/2026MML Investors Services LLC2,377,012$65.08M0.2%+12.6%1.299%
2/16/2026Mariner LLC42,544$1.17M0.0%+6.0%0.023%
2/13/2026Jacobi Capital Management LLC316,999$8.68M0.5%-1.2%0.173%
2/13/2026 Kestra Advisory Services LLC171,802$4.70M0.0%+38.1%0.094%
2/13/2026Burton Enright Welch30,239$828K0.1%N/A0.017%
2/13/2026Transamerica Financial Advisors LLC58,052$1.59M0.1%+28.8%0.032%
2/13/2026Inspire Advisors LLC91,718$2.51M0.2%+14.6%0.050%
2/13/2026Visionary Wealth Advisors209,764$5.74M0.3%+107.6%0.115%
2/13/2026Stifel Financial Corp2,034,518$55.71M0.1%+13.2%1.112%
2/13/2026Greenline Wealth Management LLC16,517$452K0.5%N/A0.009%
2/13/2026Advyzon Investment Management LLC149,302$4.09M0.5%+30.9%0.082%
2/13/2026Morgan Stanley8,991,680$246.19M0.0%+38.2%4.913%
2/13/2026 Mosaic Family Wealth Partners LLC154,279$4.22M0.5%N/A0.084%
2/13/2026Integrated Wealth Concepts LLC31,856$872K0.0%+49.9%0.017%
2/13/2026Ausdal Financial Partners Inc.23,503$644K0.0%+2.9%0.013%
2/13/2026Alliance Private Wealth LLC351,266$9.71M3.4%N/A0.192%
2/13/2026Wells Fargo & Company MN4,742,102$129.84M0.0%+16.7%2.591%
2/13/2026Gerber Kawasaki Wealth & Investment Management19,532$535K0.0%+26.1%0.011%


CGMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMU shares?

During the previous two years, 323 institutional investors and hedge funds held shares of Capital Group Municipal Income ETF. The most heavily invested institutionals were Capital International Investors ($1.27B), Envestnet Asset Management Inc. ($272.85M), Morgan Stanley ($246.19M), Northwestern Mutual Wealth Management Co. ($207.99M), LPL Financial LLC ($185.00M), Wells Fargo & Company MN ($129.84M), and Cetera Investment Advisers ($113.83M).Learn more on Capital Group Municipal Income ETF's institutional investors.

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

Of the 317 institutional investors that purchased Capital Group Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($7.75M), Northwestern Mutual Wealth Management Co. ($5.28M), Envestnet Asset Management Inc. ($3.90M), LPL Financial LLC ($2.90M), Morgan Stanley ($2.48M), Cetera Investment Advisers ($2.07M), and Blue Chip Partners LLC ($1.57M).

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

Institutional investors have bought a total of 49,921,471 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

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

Of the 74 institutional investors that sold Capital Group Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vestmark Advisory Solutions Inc. ($889.81K), Orion Porfolio Solutions LLC ($473.03K), JPMorgan Chase & Co. ($436.89K), Per Stirling Capital Management LLC. ($282.68K), Leverty Financial Group LLC ($141.63K), Atria Investments Inc ($122.99K), and Great Valley Advisor Group Inc. ($116.87K).

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

Institutional investors have sold a total of 3,647,960 shares in the last 24 months. This volume of shares sold represents approximately $98.43M in transactions.


Related Companies

This page (NYSEARCA:CGMU) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel