Latest Institutional Transactions on Capital Group Core Equity ETF (CGUS)
This table provides information on the latest institutional transactions involving Capital Group Core Equity ETF (CGUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11K+ 18.2% |
$426K - $446K
|
71.3K
$2.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-500- 0.94% |
$19.4K - $20.3K
|
52.5K
$2.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 2.49% |
$42.5K - $44.6K
|
42.9K
$1.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 40.97% |
$12.4K - $13K
|
1.1K
$43.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.61K+ 28.02% |
$257K - $269K
|
30.2K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.36K+ 12.85% |
$130K - $137K
|
29.5K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.04% |
$116 - $122
|
6.82K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
9.39K+ 13.22% |
$364K - $382K
|
80.4K
$3.19M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.17K- 17.77% |
$45.5K - $47.7K
|
5.42K
$215K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
21+ 0.03% |
$815 - $854
|
68.3K
$2.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
459+ 3.2% |
$17.8K - $18.7K
|
14.8K
$588K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20.8KNew |
$806K - $845K
|
20.8K
$824K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.64K- 49.92% |
$219K - $229K
|
5.66K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
6.46K+ 21.81% |
$251K - $263K
|
36.1K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 2.08% |
$555K - $581K
|
700K
$27.8M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 3.52% |
$43.4K - $45.5K
|
32.9K
$1.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72.7K- 39.9% |
$2.82M - $2.96M
|
110K
$4.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
416+ 3.34% |
$16.1K - $16.9K
|
12.9K
$511K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.8K+ 5.24% |
$69.7K - $73.1K
|
36.1K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.7K+ 10.26% |
$765K - $802K
|
212K
$8.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.91K+ 22.0% |
$113K - $118K
|
16.1K
$640K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
250+ 0.59% |
$9.7K - $10.2K
|
42.3K
$1.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
67+ 78.82% |
$2.6K - $2.72K
|
152
$6.03K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 14.1% |
$545K - $571K
|
114K
$4.51M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.8K+ 292.66% |
$2.32M - $2.5M
|
84.3K
$3.35M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.62K- 6.04% |
$59.8K - $64.4K
|
25.2K
$1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17.7K+ 4.64% |
$652K - $702K
|
398K
$15.8M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
324+ 3.33% |
$12K - $12.9K
|
10.1K
$399K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
236+ 5.95% |
$8.71K - $9.37K
|
4.2K
$167K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.21K+ 79.64% |
$81.4K - $87.6K
|
4.98K
$197K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.72K+ 4.91% |
$248K - $267K
|
143K
$5.69M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.7K- 7.76% |
$689K - $742K
|
222K
$8.82M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.29K+ 14.25% |
$84.4K - $90.9K
|
18.3K
$728K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.2K- 1.38% |
$929K - $1M
|
1.8M
$71.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20.9K+ 19.24% |
$770K - $829K
|
129K
$5.13M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.24K+ 15.69% |
$156K - $168K
|
31.3K
$1.24M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.92K+ 5.53% |
$108K - $116K
|
55.7K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
82.7KNew |
$3.05M - $3.28M
|
82.7K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.61KNew |
$244K - $263K
|
6.61K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
56+ 160.0% |
$2.07K - $2.22K
|
91
$3.61K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
166K+ 35.56% |
$6.11M - $6.58M
|
632K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11M+ 22.24% |
$41.1M - $44.2M
|
6.12M
$243M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15K+ 7.71% |
$555K - $597K
|
210K
$8.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.32K+ 47.48% |
$159K - $171K
|
13.4K
$532K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
150+ 6.09% |
$5.53K - $5.96K
|
2.62K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
630New |
$23.2K - $25K
|
630
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-207K- 53.36% |
$7.63M - $8.22M
|
181K
$7.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
194KNew |
$7.17M - $7.72M
|
194K
$7.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
925+ 7.82% |
$34.1K - $36.7K
|
12.8K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
87.7K+ 19.22% |
$3.24M - $3.49M
|
544K
$21.6M
|
|