Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Capital Group Short Duration Municipal Income Etf (CGSM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    7
Total shares held : 
 1,606,008  
% of shares held : 
 17.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 406,568  
% of shares held change : 
   4.52%  
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 :
7
 834,115
 51.94%
 
Increased Positions :
1
 80,419
 5.01%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
2
-507,966
-31.63%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 378 - 2024-03-31 798,000 $20,517,000 133,000
   Beta Wealth Group Inc. 14 *New 2024-03-31 182,743 $4,698,000 182,743
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 912 - 2024-03-31 52,283 $1,344,000 50,945
   COMMONWEALTH EQUITY SERVICES LLC. 2132 - 2024-03-31 43,829 $1,127,000 7,314
   STEPHENS INC /AR/ 553 *New 2024-03-31 43,325 $1,114,000 43,325
   Advisor Group Holdings Inc. 2282 - 2024-03-31 40,443 $1,040,000 12,699
   Private Advisor Group LLC 1159 *New 2024-03-31 38,835 $998,000 38,835
   ENVESTNET ASSET MANAGEMENT INC 3026 *New 2024-03-31 38,136 $980,000 38,136
   MORGAN STANLEY 4967 *New 2024-03-31 28,197 $725,000 28,197
   Pillar Wealth Advisors LLC 46 - 2024-03-31 21,535 $554,000 0
   JANE STREET GROUP LLC 3813 - 2024-03-31 20,252 $521,000 -77,066
   Capital Group Private Client Services Inc. 238 - 2024-03-31 18,327 $471,000 -725,302
   U.S. Capital Wealth Advisors LLC 534 *New 2024-03-31 13,550 $348,000 13,550
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2917 *New 2024-03-31 8,708 $224,000 8,708
   BENJAMIN F. EDWARDS & COMPANY INC. 1139 - 2024-03-31 3,212 $83,000 32
   ROYAL BANK OF CANADA 4703 - 2024-03-31 3,198 $82,000 -6,377
   ICA Group Wealth Management LLC 661 - 2024-03-31 1,161 $30,000 361
   UBS Group AG 7384 - 2024-03-31 1 $0 -173
   PROEQUITIES INC. 5398 *New 2024-03-31 0 $0 0
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us