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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.7K+ 222.14% |
$1.35M - $1.44M
|
57.6K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.9KNew |
$370K - $395K
|
10.9K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 1.86% |
$106K - $113K
|
170K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
83New |
$2.82K - $3.01K
|
83
$2.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.04M- 88.98% |
$35.4M - $37.8M
|
129K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 183.43% |
$1.28M - $1.36M
|
58.1K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
207K+ 11.5% |
$7.03M - $7.51M
|
2.01M
$66.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.6K+ 14.45% |
$1.21M - $1.29M
|
282K
$9.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
147KNew |
$4.99M - $5.32M
|
147K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.61K+ 17.7% |
$123K - $131K
|
24K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
391+ 3.08% |
$13.3K - $14.2K
|
13.1K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.83K+ 1.5% |
$62.2K - $66.4K
|
124K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-550- 3.92% |
$18.7K - $19.9K
|
13.5K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.33K+ 13.04% |
$113K - $121K
|
28.9K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
28.3K+ 12.43% |
$960K - $1.02M
|
256K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.2K+ 19.16% |
$1.64M - $1.75M
|
300K
$9.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.01K+ 34.19% |
$102K - $109K
|
11.8K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.79K+ 50.36% |
$129K - $137K
|
11.3K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 2.22% |
$47.8K - $51K
|
62K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
978K+ 32.24% |
$33.2M - $35.5M
|
4.01M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
258KNew |
$8.76M - $9.35M
|
258K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-45.3K- 19.79% |
$1.54M - $1.64M
|
183K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.3K+ 4.32% |
$2.25M - $2.4M
|
1.6M
$53.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.03K+ 1.9% |
$68.9K - $73.5K
|
109K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.97K+ 4.34% |
$66.8K - $71.2K
|
47.3K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
23+ 0.31% |
$781 - $834
|
7.54K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-18- 0.05% |
$611 - $652
|
33.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.85KNew |
$96.8K - $103K
|
2.85K
$94.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30.6K+ 43.5% |
$1.04M - $1.11M
|
101K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 38.29% |
$481K - $513K
|
51.1K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
34.1KNew |
$1.16M - $1.24M
|
34.1K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.6K+ 11.69% |
$54.4K - $58K
|
15.3K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.51K+ 5.28% |
$51.1K - $54.5K
|
30K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8K+ 4.35% |
$95.1K - $101K
|
67.1K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
22.3KNew |
$757K - $808K
|
22.3K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
62.2K+ 14.96% |
$2.11M - $2.25M
|
478K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
217KNew |
$7.38M - $7.87M
|
217K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
290KNew |
$9.85M - $10.5M
|
290K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
135K+ 17.44% |
$4.59M - $4.89M
|
910K
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.76K+ 28.69% |
$229K - $245K
|
30.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
204K+ 5.42% |
$6.92M - $7.38M
|
3.96M
$132M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
47.1KNew |
$1.6M - $1.71M
|
47.1K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
398K+ 14.92% |
$13.5M - $14.4M
|
3.06M
$102M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.22K+ 13.93% |
$41.5K - $44.3K
|
10K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
250+ 1.77% |
$8.49K - $9.06K
|
14.4K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.82KNew |
$198K - $211K
|
5.82K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
436+ 5.07% |
$14.8K - $15.8K
|
9.03K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
517+ 4.81% |
$17.6K - $18.7K
|
11.3K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
392K+ 23.29% |
$13.3M - $14.2M
|
2.08M
$69.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.8KNew |
$605K - $645K
|
17.8K
$593K
|