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 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
81.7KNew |
$2.78M - $2.96M
|
81.7K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18KNew |
$40K - $42.7K
|
1.18K
$42.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.46K+ 11.28% |
$117K - $125K
|
34.1K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.6K+ 6.57% |
$496K - $530K
|
237K
$8.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
28.5K+ 69.0% |
$969K - $1.03M
|
69.9K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3- 0.3% |
$102 - $109
|
992
$36K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
710+ 10.82% |
$24.1K - $25.7K
|
7.27K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.7K+ 15.2% |
$227K - $243K
|
50.7K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 58.54% |
$384K - $410K
|
30.6K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
325+ 2.7% |
$11K - $11.8K
|
12.4K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6.8K+ 18.17% |
$231K - $246K
|
44.2K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.98K+ 42.62% |
$271K - $289K
|
26.7K
$967K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-61- 0.41% |
$2.07K - $2.21K
|
14.6K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.53K+ 12.62% |
$51.9K - $55.4K
|
13.6K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.58K- 3.42% |
$87.8K - $93.6K
|
73K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 10.85% |
$43.1K - $46K
|
13K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.79K+ 4.88% |
$129K - $137K
|
81.4K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
46+ 0.2% |
$1.56K - $1.67K
|
22.6K
$819K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51KNew |
$1.73M - $1.85M
|
51K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.3K+ 63.34% |
$214K - $228K
|
16.2K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11KNew |
$375K - $400K
|
11K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-535- 6.37% |
$18.2K - $19.4K
|
7.87K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.38K- 3.24% |
$46.8K - $49.9K
|
41.2K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.8K+ 8.87% |
$944K - $1.01M
|
341K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-413- 3.68% |
$14K - $15K
|
10.8K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.65K+ 11.82% |
$56K - $59.8K
|
15.6K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-600- 5.35% |
$20.4K - $21.7K
|
10.6K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.75K+ 18.1% |
$229K - $245K
|
44K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.69K+ 41.38% |
$193K - $206K
|
19.4K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-98- 0.1% |
$3.33K - $3.55K
|
101K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
49K+ 18.29% |
$1.66M - $1.77M
|
317K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.97K+ 11.31% |
$338K - $361K
|
98.1K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
495+ 3.19% |
$16.8K - $17.9K
|
16K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95.2K+ 22.67% |
$3.23M - $3.45M
|
515K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 17.4% |
$209K - $223K
|
41.5K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
277+ 2.22% |
$9.41K - $10K
|
12.8K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.57% |
$1.53K - $1.63K
|
7.94K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132K- 99.89% |
$4.5M - $4.8M
|
149
$5.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$280K - $299K
|
8.25K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
273K+ 110.7% |
$9.27M - $9.89M
|
520K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.34K+ 44.36% |
$215K - $230K
|
20.6K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 0.12% |
$917 - $978
|
22.5K
$814K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
376+ 0.6% |
$12.8K - $13.6K
|
63.5K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12.7KNew |
$432K - $461K
|
12.7K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
715+ 5.17% |
$24.3K - $25.9K
|
14.5K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.01KNew |
$306K - $327K
|
9.01K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 110.97% |
$38.8K - $41.4K
|
2.17K
$78.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.65K- 1.35% |
$90K - $96K
|
194K
$7.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.21K+ 6.3% |
$74.9K - $79.9K
|
37.2K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
27.5K+ 4.56% |
$934K - $997K
|
631K
$22.9M
|