Purchases and Sales Made in Q1 2023 in Capital Group Core Equity ETF (CGUS)

CGUS Quotes by TradingView

This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE EQUITY ETF .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 26, 2023 Q1 2023
Bard Financial Services, Inc.

BUY
 -
8.25K
+ 26.72%
$184K - $200K
39.1K $1.42M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
8.17K
New
$182K - $198K
8.17K $297K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
7.76K
+ 72.93%
$173K - $188K
18.4K $668K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
5.95K
+ 18.61%
$133K - $144K
37.9K $1.38M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
5.6K
+ 11.42%
$125K - $136K
54.6K $1.98M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
5.02K
New
$112K - $122K
5.02K $182K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.85K
+ 26.81%
$108K - $118K
23K $833K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.81K
+ 27.68%
$107K - $116K
22.2K $804K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
3.72K
+ 34.86%
$83K - $90.1K
14.4K $522K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
3.2K
+ 2.52%
$71.4K - $77.4K
130K $4.72M
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
2.59K
+ 12.95%
$57.9K - $62.8K
22.6K $822K
Apr 05, 2023 Q1 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
2K
+ 0.97%
$44.6K - $48.4K
208K $7.55M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.95K
+ 6.31%
$43.6K - $47.3K
32.9K $1.19M
May 10, 2023 Q1 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
1.55K
+ 0.84%
$34.6K - $37.5K
186K $6.76M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
1.49K
+ 114.77%
$33.3K - $36.1K
2.79K $101K
May 11, 2023 Q1 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
1.37K
+ 1.55%
$30.5K - $33.1K
89.8K $3.26M
Apr 17, 2023 Q1 2023
Bill Few Associates, Inc.

BUY
 -
1.32K
+ 8.48%
$29.5K - $32K
16.9K $613K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
1.16K
+ 7.11%
$25.9K - $28.1K
17.5K $634K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.13K
+ 9.78%
$25.1K - $27.2K
12.6K $458K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
985
New
$22K - $23.9K
985 $35.8K
Apr 12, 2023 Q1 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
805
+ 5.71%
$18K - $19.5K
14.9K $541K
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
600
+ 3.24%
$13.4K - $14.5K
19.1K $694K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
550
+ 3.82%
$12.3K - $13.3K
15K $543K
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
430
New
$9.6K - $10.4K
430 $15.6K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
356
+ 2.61%
$7.95K - $8.62K
14K $509K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
355
New
$7.92K - $8.6K
355 $12.9K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
325
+ 13.83%
$7.25K - $7.87K
2.68K $97.1K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
228
+ 2.19%
$5.09K - $5.52K
10.6K $386K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
89
+ 0.89%
$1.99K - $2.16K
10.1K $366K
May 02, 2023 Q1 2023
Cap Wealth Advisors, LLC

SELL
 -
-69
- 0.5%
$1.54K - $1.67K
13.6K $495K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-200
- 4.07%
$4.46K - $4.84K
4.72K $171K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-423
- 1.04%
$9.44K - $10.2K
40.3K $1.46M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-526
- 12.55%
$11.7K - $12.7K
3.67K $133K
May 26, 2023 Q1 2023
Cravens & CO Advisors, LLC

Cookeville, TN
SELL
 -
-867
- 5.5%
$19.4K - $21K
14.9K $541K
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

SELL
 -
-1.25K
- 4.27%
$28K - $30.4K
28.1K $1.02M
Dec 10, 2024 Q1 2023
Cypress Capital, LLC

SELL
 -
-2.03K
- 15.55%
$45.3K - $49.2K
11K $400K
May 15, 2023 Q1 2023
Capital International Investors

Los Angeles, CA
SELL
 -
-5K
- 25.0%
$112K - $121K
15K $545K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-6.64K
- 8.01%
$148K - $161K
76.3K $2.77M
Apr 20, 2023 Q1 2023
G&S Capital LLC

SELL
 -
-8.74K
- 5.4%
$195K - $212K
153K $5.56M
May 02, 2023 Q1 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
SELL
 -
-14.4K
- 35.77%
$322K - $350K
25.9K $941K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-19.7K
- 45.59%
$440K - $477K
23.5K $854K
May 15, 2023 Q1 2023
Detalus Advisors, LLC

SELL
 -
-25.2K
- 69.79%
$562K - $610K
10.9K $396K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-32.9K
- 98.69%
$734K - $796K
438 $15.9K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-41.9K
- 54.91%
$935K - $1.01M
34.4K $1.25M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-65.5K
- 23.0%
$1.46M - $1.59M
219K $7.96M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-90.7K
- 98.42%
$2.02M - $2.2M
1.46K $52.8K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-216K
- 19.62%
$4.83M - $5.24M
887K $32.2M

Track Institutional and Insider Activities on CGUS

Follow CAPITAL GROUP CORE EQUITY ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CGUS shares.

Notify only if

Insider Trading

Get notified when an Capital Group Core Equity ETF insider buys or sells CGUS shares.

Notify only if

News

Receive news related to CAPITAL GROUP CORE EQUITY ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CGUS