Purchases and Sales Made in Q4 2024 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.16K+ 7.07% |
$73.4K - $78.4K
|
32.8K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.06K+ 3.03% |
$70K - $74.7K
|
70.2K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.03K+ 1.9% |
$68.9K - $73.5K
|
109K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.97K+ 4.34% |
$66.8K - $71.2K
|
47.3K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.91K+ 10.72% |
$64.7K - $69.1K
|
19.7K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.83K+ 1.5% |
$62.2K - $66.4K
|
124K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.65K+ 11.82% |
$56K - $59.8K
|
15.6K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.6K+ 11.69% |
$54.4K - $58K
|
15.3K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.53K+ 12.62% |
$51.9K - $55.4K
|
13.6K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.51K+ 5.28% |
$51.1K - $54.5K
|
30K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.48K+ 24.86% |
$50.3K - $53.7K
|
7.44K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.47K+ 2.89% |
$49.8K - $53.1K
|
52.2K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.46K+ 14.39% |
$49.6K - $53K
|
11.6K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.44KNew |
$48.7K - $52K
|
1.44K
$51K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 10.85% |
$43.1K - $46K
|
13K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.22K+ 13.93% |
$41.5K - $44.3K
|
10K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18KNew |
$40K - $42.7K
|
1.18K
$41.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.16KNew |
$39.4K - $42K
|
1.16K
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 110.97% |
$38.8K - $41.4K
|
2.17K
$77.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.12K+ 8.11% |
$38K - $40.6K
|
14.9K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
897+ 6.08% |
$30.5K - $32.5K
|
15.7K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
854+ 3.51% |
$29K - $30.9K
|
25.2K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
715+ 5.17% |
$24.3K - $25.9K
|
14.5K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
710+ 10.82% |
$24.1K - $25.7K
|
7.27K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
574New |
$19.5K - $20.8K
|
574
$20.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
573+ 4.36% |
$19.5K - $20.8K
|
13.7K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
520New |
$17.7K - $18.8K
|
520
$18.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
518+ 19.89% |
$17.6K - $18.8K
|
3.12K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
517+ 4.81% |
$17.6K - $18.7K
|
11.3K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
495+ 3.19% |
$16.8K - $17.9K
|
16K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
436+ 5.07% |
$14.8K - $15.8K
|
9.03K
$321K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
434New |
$14.7K - $15.7K
|
434
$15.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
430+ 21.13% |
$14.6K - $15.6K
|
2.47K
$87.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
412+ 2.08% |
$14K - $14.9K
|
20.2K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
391+ 3.08% |
$13.3K - $14.2K
|
13.1K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
385+ 2.41% |
$13.1K - $14K
|
16.4K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
376+ 0.6% |
$12.8K - $13.6K
|
63.5K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
349+ 1.72% |
$11.9K - $12.6K
|
20.7K
$735K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
325+ 48.15% |
$11K - $11.8K
|
1K
$35.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
325+ 2.7% |
$11K - $11.8K
|
12.4K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
319+ 2.69% |
$10.8K - $11.6K
|
12.2K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
306New |
$10.4K - $11.1K
|
306
$10.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
277+ 2.22% |
$9.41K - $10K
|
12.8K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
250+ 1.52% |
$8.49K - $9.06K
|
16.7K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
250+ 1.77% |
$8.49K - $9.06K
|
14.4K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
200+ 2.13% |
$6.79K - $7.25K
|
9.6K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
131+ 1.0% |
$4.45K - $4.75K
|
13.2K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
129+ 0.83% |
$4.38K - $4.67K
|
15.7K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
123New |
$4.18K - $4.46K
|
123
$4.37K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
110+ 0.31% |
$3.74K - $3.99K
|
36.1K
$1.28M
|