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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. 244 - 2023-12-31 1,550,391 $41,985,000 835,020
   UBS Group AG 861 - 2023-12-31 1,213,930 $32,873,000 778,342
   STIFEL FINANCIAL CORP 440 - 2023-12-31 901,786 $24,420,000 789,965
   GREAT VALLEY ADVISOR GROUP INC. 42 - 2023-12-31 630,641 $17,078,000 55,441
   ENVESTNET ASSET MANAGEMENT INC 1126 - 2023-12-31 630,275 $17,068,000 285,673
   LPL FINANCIAL CORP 956 - 2023-12-31 622,876 $16,867,000 419,974
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 315 *New 2023-12-31 570,276 $15,443,000 570,276
   Venturi Wealth Management LLC 18 - 2024-03-31 549,659 $14,847,000 6,311
   MML INVESTORS SERVICES LLC 293 - 2023-12-31 520,626 $14,099,000 439,708
   Capital Group Private Client Services Inc. 128 - 2023-12-31 468,184 $12,678,000 290,532
   Advisor Group Holdings Inc. 782 - 2023-12-31 384,120 $10,402,000 41,943
   Pillar Wealth Advisors LLC 2 - 2023-12-31 381,264 $10,325,000 13,476
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 478 - 2024-03-31 347,042 $9,374,000 40,150
   Cetera Investment Advisers 357 - 2023-12-31 240,088 $6,502,000 49,639
   Capital Planning LLC 19 - 2024-03-31 201,242 $5,450,000 -1,178
   MULTIFINANCIAL SECURITIES CORP 269 - 2023-12-31 190,997 $5,172,000 181,193
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 661 - 2024-03-31 182,353 $4,925,000 3,482
   FINANCIAL NETWORK 598 - 2023-12-31 175,169 $4,744,000 49,660
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 412 - 2023-12-31 165,000 $4,468,000 65,000
   LINCOLN NATIONAL CORP 155 - 2023-12-31 159,066 $4,308,000 27,316
   Private Advisor Group LLC 525 - 2023-12-31 144,089 $3,902,000 77,083
   WNY Asset Management LLC 32 - 2023-12-31 141,385 $3,829,000 23,200
   Wealthcare Advisory Partners LLC 162 - 2024-03-31 120,262 $3,248,000 37,819
   New England Capital Financial Advisors LLC 12 - 2023-12-31 110,421 $2,990,000 -55
   ROYAL BANK OF CANADA 2297 - 2023-12-31 103,252 $2,796,000 41,198
   Pensionmark Financial Group LLC 62 *New 2023-12-31 103,024 $2,790,000 103,024
   RAYMOND JAMES & ASSOCIATES 1965 - 2024-03-31 100,007 $2,701,000 30,713
   Krasney Financial LLC 96 - 2024-03-31 91,061 $2,460,000 13,184
   BENJAMIN F. EDWARDS & COMPANY INC. 315 - 2023-12-31 82,926 $2,246,000 44,139
   Landmark Wealth Management LLC 27 - 2024-03-31 80,153 $2,165,000 11,361
   Crumly & Associates Inc. 38 - 2023-12-31 77,672 $2,103,000 4,628
   U.S. Capital Wealth Advisors LLC 245 - 2023-12-31 67,548 $1,829,000 53,448
   Inspire Advisors LLC 26 - 2023-12-31 66,257 $1,794,000 -3,927
   NavPoint Financial Inc. 20 - 2023-12-31 60,330 $1,634,000 0
   BOOTHBAY FUND MANAGEMENT LLC 423 - 2023-12-31 60,000 $1,625,000 60,000
   McGlone Suttner Wealth Management Inc. 38 - 2024-03-31 58,425 $1,578,000 49,775
   ATRIA INVESTMENTS LLC 694 - 2023-12-31 58,108 $1,574,000 -54,422
   Kestra Advisory Services LLC 925 - 2023-12-31 56,402 $1,527,000 44,248
   HPM Partners LLC *New 2023-12-31 53,166 $1,440,000 53,166
   Bare Financial Services Inc 11 - 2023-12-31 50,218 $1,360,000 0
   Mutual Advisors LLC 377 - 2023-12-31 48,491 $1,313,000 23,524
   Johnson Bixby & Associates LLC 41 - 2024-03-31 40,207 $1,086,000 847
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2004 *New 2024-03-31 39,490 $1,067,000 39,490
   Souders Financial Advisors - 2023-12-31 37,189 $1,007,000 10,614
   Royal Harbor Partners LLC 27 *New 2023-12-31 35,611 $964,000 35,611
   Madison Wealth Partners Inc 36 - 2023-12-31 33,925 $919,000 -1,860
   Belpointe Asset Management LLC 258 *New 2023-12-31 29,400 $796,000 29,400
   WAYNE HUMMER INVESTMENTS L.L.C. 220 - 2023-12-31 28,030 $759,000 17,144
   LongView Wealth Management 73 - 2024-03-31 27,600 $745,000 3,700
   Atria Wealth Solutions Inc. 999 - 2023-12-31 27,054 $733,000 2,194
   Baird Financial Group Inc. 1246 - 2023-12-31 26,200 $709,000 16,200
   Tempus Wealth Planning LLC 92 - 2024-03-31 25,888 $699,000 9,858
   COMERICA BANK 1749 - 2023-12-31 24,050 $651,000 19,050
   WETHERBY ASSET MANAGEMENT INC 461 *New 2023-12-31 23,300 $631,000 23,300
   Armstrong Fleming & Moore Inc 52 - 2024-03-31 19,985 $540,000 74
   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 373 - 2023-12-31 17,305 $469,000 1,745
   JANNEY MONTGOMERY SCOTT LLC 1956 *New 2023-12-31 16,924 $458,000 16,924
   Aspire Wealth Management Corp *New 2023-12-31 16,293 $441,000 16,293
   Midwest Heritage Bank FSB 37 *New 2024-03-31 14,612 $395,000 14,612
   Intergy Private Wealth LLC 63 *New 2024-03-31 14,339 $387,000 14,339
   Koshinski Asset Management Inc. 341 - 2023-12-31 14,191 $384,000 3,379
   Bill Few Associates Inc. 111 - 2024-03-31 13,674 $369,000 0
   Ascent Group LLC 392 *New 2023-12-31 13,189 $357,000 13,189
   TrueWealth Advisors LLC 124 *New 2024-03-31 12,958 $350,000 12,958
   Northwest Financial Advisors 61 - 2023-12-31 11,925 $323,000 0
   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
   PRINCIPAL SECURITIES INC. 815 - 2023-12-31 10,150 $275,000 0
   FIRST HEARTLAND CONSULTANTS INC 302 *New 2023-12-31 10,002 $271,000 10,002
   Ballew Advisors Inc 87 - 2024-03-31 9,540 $255,000 0
   PROEQUITIES INC. 593 - 2023-12-31 9,144 $249,000 2,682
   Skyline Advisors Inc. 73 *New 2024-03-31 9,000 $243,000 9,000
   Ausdal Financial Partners Inc. 416 - 2024-03-31 8,500 $230,000 0
   WILEY BROS.-AINTREE CAPITAL LLC 436 *New 2024-03-31 8,237 $222,000 8,237
   FLAGSHIP HARBOR ADVISORS LLC 613 *New 2024-03-31 8,030 $217,000 8,030
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 587 *New 2024-03-31 8,050 $217,000 8,050
   DAVIDSON D A & CO 1234 *New 2023-12-31 7,716 $209,000 7,716
   Garrett Investment Advisors LLC 247 *New 2024-03-31 7,566 $204,000 7,566
   IFP Advisors Inc 976 - 2023-12-31 6,566 $178,000 -26,986
   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
   Milestone Investment Advisors LLC 81 *New 2023-12-31 4,741 $128,000 4,741
   Global Retirement Partners LLC 1068 - 2024-03-31 3,780 $102,000 3,300
   Steward Partners Investment Advisory LLC 1882 *New 2023-12-31 2,303 $62,000 2,303
   ICA Group Wealth Management LLC 609 - 2023-12-31 1,170 $32,000 1,170
   FNY Investment Advisers LLC 392 *New 2023-12-31 50 $1,000 50
   JANE STREET GROUP LLC 5433 *Closed 2023-12-31 0 $0 -134,617
   Sigma Planning Corp 1136 *Closed 2023-12-31 0 $0 -11,766
   FMR LLC 5399 *Closed 2023-12-31 0 $0 -2
  91 Records found
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