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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WETHERBY ASSET MANAGEMENT INC 489 - 2024-03-31 23,300 $629,000 0
   HARBOUR INVESTMENTS INC. 513 - 2023-12-31 19,791 $536,000 0
   PRIVATE TRUST CO NA 362 - 2024-03-31 18,507 $500,000 0
   IFG Advisory LLC 315 - 2024-03-31 17,305 $467,000 0
   Aspire Wealth Management Corp 62 - 2024-03-31 16,293 $440,000 0
   Bill Few Associates Inc. 111 - 2024-03-31 13,674 $369,000 0
   Ascent Group LLC 407 - 2024-03-31 13,189 $356,000 0
   Northwest Financial Advisors 91 - 2024-03-31 11,925 $322,000 0
   Ballew Advisors Inc 87 - 2024-03-31 9,540 $255,000 0
   Ausdal Financial Partners Inc. 416 - 2024-03-31 8,500 $230,000 0
   Sunbelt Securities Inc. 564 - 2024-03-31 6,358 $172,000 0
   ST GERMAIN D J CO INC 278 - 2024-03-31 6,200 $167,000 0
   FNY Investment Advisers LLC 567 - 2024-03-31 50 $1,000 0

  13 Records found
  1    
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