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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 9.33%
0.04%
$12.496M
464,177 shares@ 26.93 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Increased 4.18%
1.44%
$5.472M
203,277 shares@ 26.93 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 5.67%
0.15%
$5.261M
195,426 shares@ 26.93 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 32.22%
0.45%
$5.146M
191,146 shares@ 26.93 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.01%
$4.21M
153,313 shares@ 27.47 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.58%
0.11%
$3.499M
130,354 shares@ 26.84 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 1.23%
0.35%
$2.689M
99,895 shares@ 26.92 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 23.76%
0.03%
$2.096M
77,851 shares@ 26.93 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 66.13%
0.15%
$1.768M
65,694 shares@ 26.92 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
0.84%
$1.325M
49,210 shares@ 26.92 avg price