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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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 315 *New 2023-12-31 570,276 $15,443,000 570,276
   Pensionmark Financial Group LLC 62 *New 2023-12-31 103,024 $2,790,000 103,024
   HPM Partners LLC *New 2023-12-31 53,166 $1,440,000 53,166
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2004 *New 2024-03-31 39,490 $1,067,000 39,490
   Streettalk Advisors LLC 183 *New 2024-03-31 32,856 $887,000 32,856
   WETHERBY ASSET MANAGEMENT INC 461 *New 2023-12-31 23,300 $631,000 23,300
   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
   H D Vest Advisory Services 1174 *New 2024-03-31 13,900 $375,000 13,900
   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
   Lodestone Wealth Management LLC 117 *New 2024-03-31 12,259 $331,000 12,259
   Patriot Financial Group Insurance Agency LLC 369 *New 2024-03-31 10,870 $294,000 10,870
   Skyline Advisors Inc. 73 *New 2024-03-31 9,000 $243,000 9,000
   WILEY BROS.-AINTREE CAPITAL LLC 436 *New 2024-03-31 8,237 $222,000 8,237
   KESTRA PRIVATE WEALTH SERVICES LLC 1129 *New 2024-03-31 8,181 $221,000 8,181
   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
   Quadcap Wealth Management LLC 315 *New 2024-03-31 7,444 $201,000 7,444
   Milestone Investment Advisors LLC 81 *New 2023-12-31 4,741 $128,000 4,741
   Steward Partners Investment Advisory LLC 1882 *New 2023-12-31 2,303 $62,000 2,303
   WELLS FARGO & CO/MN 5193 *New 2024-03-31 300 $8,000 300
  24 Records found
  1    
  Page 1 of 1
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