CGMU

Cap Group Municipal Income

Latest period2024 - Q4Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 28 superinvestors own shares of Cap Group Municipal Income (CGMU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Municipal Income (CGMU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Municipal Income (CGMU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Municipal Income (CGMU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
John Hayes@Longview Wealth Management
Recent Activity
Increased 14.05%
0.38%
$1.225M
45,491 shares@ 26.93 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Decreased -22.74%
0.18%
$983,936
36,550 shares@ 26.93 avg price
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
Increased 58.75%
0.41%
$857,445
31,852 shares@ 26.92 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 17.17%
0.26%
$756,738
28,111 shares@ 26.92 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Increased 1.65%
0.18%
$408,821
15,164 shares@ 26.96 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Increased 6.32%
0.08%
$393,439
14,593 shares@ 26.97 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
0.13%
$368,104
13,674 shares@ 26.92 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
0.02%
$327,805
12,177 shares@ 26.93 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 25.66%
0.02%
$320,790
11,916 shares@ 26.93 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.03%
$299,115
11,103 shares@ 26.95 avg price