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Get Institutions for : 
Capital Group Municipal Income Etf (CGMU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    20
Total shares held : 
 12,093,298  
% of shares held : 
 13.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   54  
Amount of shares held : 
 6,402,012  
% of shares held change : 
   7.11%  
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 :
23
 1,641,236
 13.57%
 
Increased Positions :
39
 4,994,411
 41.3%
 
Unchanged Positions :
10
 212,086
 1.75%
 
Decreased Positions :
5
-87,250
-0.72%
 
Closed Positions :
3
-146,385
-1.21%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 242 - 2024-03-31 1,697,218 $45,842,000 146,827
   UBS Group AG 895 - 2024-03-31 1,358,225 $36,686,000 144,295
   STIFEL FINANCIAL CORP 470 - 2024-03-31 922,993 $24,930,000 21,207
   LPL FINANCIAL CORP 853 - 2024-03-31 903,750 $24,410,000 280,874
   Cetera Investment Advisers 400 - 2024-03-31 718,847 $19,416,000 478,759
   GREAT VALLEY ADVISOR GROUP INC. 40 - 2024-03-31 695,277 $18,780,000 64,636
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 309 - 2024-03-31 693,536 $18,732,000 123,260
   ENVESTNET ASSET MANAGEMENT INC 1154 - 2024-03-31 689,187 $18,615,000 58,912
   Capital Group Private Client Services Inc. 129 - 2024-03-31 575,613 $15,547,000 107,429
   MML INVESTORS SERVICES LLC 302 - 2024-03-31 574,108 $15,507,000 53,482
   Venturi Wealth Management LLC 18 - 2024-03-31 549,659 $14,847,000 6,311
   Advisor Group Holdings Inc. 578 - 2024-03-31 460,805 $12,446,000 76,685
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 478 - 2024-03-31 347,042 $9,374,000 40,150
   MULTIFINANCIAL SECURITIES CORP 314 - 2024-03-31 293,105 $7,917,000 102,108
   LINCOLN NATIONAL CORP 120 - 2024-03-31 236,252 $6,381,000 77,186
   Private Advisor Group LLC 397 - 2024-03-31 224,201 $6,056,000 80,112
   FINANCIAL NETWORK 568 - 2024-03-31 213,355 $5,763,000 38,186
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 661 - 2024-03-31 182,353 $4,925,000 3,482
   WNY Asset Management LLC 32 - 2024-03-31 153,985 $4,159,000 12,600
   Koshinski Asset Management Inc. 57 - 2024-03-31 134,080 $3,622,000 119,889
   ROYAL BANK OF CANADA 2129 - 2024-03-31 133,162 $3,596,000 29,910
   Crumly & Associates Inc. 31 - 2024-03-31 120,541 $3,256,000 42,869
   Wealthcare Advisory Partners LLC 162 - 2024-03-31 120,262 $3,248,000 37,819
   New England Capital Financial Advisors LLC 13 - 2024-03-31 110,796 $2,993,000 375
   Pensionmark Financial Group LLC 57 - 2024-03-31 105,028 $2,888,000 2,004
   RAYMOND JAMES & ASSOCIATES 1965 - 2024-03-31 100,007 $2,701,000 30,713
   U.S. Capital Wealth Advisors LLC 190 - 2024-03-31 98,797 $2,669,000 31,249
   Kestra Advisory Services LLC 776 - 2024-03-31 92,210 $2,491,000 35,808
   Krasney Financial LLC 96 - 2024-03-31 91,061 $2,460,000 13,184
   BENJAMIN F. EDWARDS & COMPANY INC. 323 - 2024-03-31 89,189 $2,409,000 6,263
   Mutual Advisors LLC 250 - 2024-03-31 81,335 $2,197,000 32,844
   Landmark Wealth Management LLC 27 - 2024-03-31 80,153 $2,165,000 11,361
   JANE STREET GROUP LLC 2240 - 2024-03-31 74,716 $2,018,000 74,716
   Inspire Advisors LLC 34 - 2024-03-31 69,381 $1,874,000 3,124
   NavPoint Financial Inc. 20 - 2024-03-31 61,413 $1,659,000 1,083
   ATRIA INVESTMENTS LLC 742 - 2024-03-31 59,604 $1,610,000 1,496
   McGlone Suttner Wealth Management Inc. 38 - 2024-03-31 58,425 $1,578,000 49,775
   Royal Harbor Partners LLC 25 - 2024-03-31 57,178 $1,544,000 21,567
   HPM Partners LLC 1094 - 2024-03-31 56,331 $1,522,000 3,165
   Bare Financial Services Inc 21 - 2024-03-31 53,293 $1,420,000 3,075
   WAYNE HUMMER INVESTMENTS L.L.C. 158 - 2024-03-31 47,176 $1,274,000 19,146
   Atria Wealth Solutions Inc. 822 - 2024-03-31 45,006 $1,216,000 17,952
   Johnson Bixby & Associates LLC 41 - 2024-03-31 40,207 $1,086,000 847
   Souders Financial Advisors 88 - 2024-03-31 38,189 $1,031,000 1,000
   Baird Financial Group Inc. 1176 - 2024-03-31 34,447 $930,000 8,247
   COMERICA BANK 1628 - 2024-03-31 31,006 $837,000 6,956
   Belpointe Asset Management LLC 316 - 2024-03-31 30,600 $827,000 1,200
   LongView Wealth Management 73 - 2024-03-31 27,600 $745,000 3,700
   Tempus Wealth Planning LLC 92 - 2024-03-31 25,888 $699,000 9,858
   JANNEY MONTGOMERY SCOTT LLC 1905 - 2024-03-31 20,557 $555,000 3,633
   Armstrong Fleming & Moore Inc 52 - 2024-03-31 19,985 $540,000 74
   FIRST HEARTLAND CONSULTANTS INC 281 - 2024-03-31 14,913 $403,000 4,911
   PRINCIPAL SECURITIES INC. 776 - 2024-03-31 13,650 $369,000 3,500
   Sigma Planning Corp 892 - 2024-03-31 12,618 $341,000 12,618
   AdvisorNet Financial Inc 378 - 2024-03-31 11,796 $319,000 1,566
   American Financial Advisors LLC 117 - 2024-03-31 10,516 $284,000 137
   PROEQUITIES INC. 598 - 2024-03-31 9,520 $258,000 376
   Milestone Investment Advisors LLC 70 - 2024-03-31 8,468 $229,000 3,727
   Global Retirement Partners LLC 1068 - 2024-03-31 3,780 $102,000 3,300
   ICA Group Wealth Management LLC 578 - 2024-03-31 1,657 $45,000 487
  60 Records found
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