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Get Institutions for : 
Capital Group Us Multi-sector Inc. Etf (CGMS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    20
Total shares held : 
 9,152,436  
% of shares held : 
 10.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   61  
Amount of shares held : 
 3,838,559  
% of shares held change : 
   4.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 940,307
 10.27%
 
Increased Positions :
47
 3,151,064
 34.43%
 
Unchanged Positions :
6
 112,168
 1.23%
 
Decreased Positions :
6
-213,139
-2.33%
 
Closed Positions :
1
-39,673
-0.43%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   STEPHENS INC /AR/ 114 *New 2024-03-31 516,042 $13,954,000 516,042
   PROSPERA FINANCIAL SERVICES 180 *New 2023-12-31 145,239 $3,920,000 145,239
   Streettalk Advisors LLC 70 *New 2024-03-31 143,457 $3,879,000 143,457
   Wayfinding Financial LLC 13 *New 2024-03-31 122,146 $3,288,000 122,146
   MORGAN STANLEY 4221 *New 2024-03-31 110,173 $2,979,000 110,173
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2233 *New 2024-03-31 48,287 $1,306,000 48,287
   Sharkey Howes & Javer 64 *New 2024-03-31 44,695 $1,209,000 44,695
   Burford Brothers Inc. 35 *New 2024-03-31 36,385 $984,000 36,385
   BANK OF MONTREAL /CAN/ 1787 *New 2024-03-31 29,682 $803,000 29,682
   Betterment LLC 238 *New 2024-03-31 23,220 $628,000 23,220
   Patriot Financial Group Insurance Agency LLC 236 *New 2024-03-31 22,204 $600,000 22,204
   CAP Partners LLC 66 *New 2024-03-31 15,939 $431,000 15,939
   Equitable Holdings Inc. 896 *New 2024-03-31 13,962 $378,000 13,962
   Ameritas Advisory Services LLC 673 *New 2024-03-31 12,554 $338,000 12,554
   Milestone Investment Advisors LLC 64 *New 2024-03-31 11,783 $319,000 11,783
   Balboa Wealth Partners 161 *New 2024-03-31 11,302 $306,000 11,302
   H D Vest Advisory Services 1301 *New 2024-03-31 10,864 $294,000 10,864
   AA Financial Advisors LLC 135 *New 2024-03-31 9,906 $268,000 9,906
   FOUNDERS FINANCIAL SECURITIES LLC 334 *New 2024-03-31 9,875 $267,000 9,875
   Good Life Advisors LLC 371 *New 2024-03-31 9,836 $266,000 9,836
   Clear Creek Financial Management LLC 374 *New 2024-03-31 8,705 $235,000 8,705
   LongView Wealth Management 160 *New 2024-03-31 8,596 $232,000 8,596
   Cedar Brook Financial Partners LLC 391 *New 2024-03-31 8,334 $225,000 8,334
   JONES FINANCIAL COMPANIES LLLP 510 *New 2024-03-31 5,523 $149,000 5,523
   Continuum Advisory LLC 448 *New 2024-03-31 4,572 $123,000 4,572
   HANSON MCCLAIN, INC. 1674 *New 2024-03-31 850 $23,000 850
   FMR LLC 5020 *New 2024-03-31 1 $0 1
  27 Records found
  1    
  Page 1 of 1
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