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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.94K+ 353.45% |
$145K - $157K
|
5.06K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-264- 1.96% |
$9.74K - $10.5K
|
13.2K
$525K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.44K+ 7.39% |
$90K - $96.9K
|
35.5K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18.8K+ 15.42% |
$693K - $746K
|
141K
$5.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750+ 4.13% |
$27.7K - $29.8K
|
18.9K
$750K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.24K+ 2.74% |
$267K - $288K
|
272K
$10.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 0.28% |
$184 - $199
|
1.81K
$71.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
32.7K+ 4.88% |
$1.21M - $1.3M
|
704K
$27.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.85KNew |
$253K - $272K
|
6.85K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
258K+ 901.19% |
$9.52M - $10.2M
|
287K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 5.99% |
$42.6K - $45.9K
|
20.4K
$811K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.67K+ 7.27% |
$61.7K - $66.4K
|
24.7K
$980K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-400- 0.15% |
$14.8K - $15.9K
|
266K
$10.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.67K+ 1.41% |
$61.7K - $66.5K
|
120K
$4.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.91K+ 31.96% |
$70.6K - $76K
|
7.9K
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
962+ 45.83% |
$35.5K - $38.2K
|
3.06K
$121K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.55K+ 43.54% |
$205K - $220K
|
18.3K
$726K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.25K- 23.35% |
$83K - $89.3K
|
7.38K
$293K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
103K+ 12.07% |
$3.79M - $4.09M
|
955K
$37.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.3K+ 96.22% |
$1.04M - $1.12M
|
57.6K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.22KNew |
$193K - $207K
|
5.22K
$207K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-112- 0.09% |
$4.13K - $4.45K
|
119K
$4.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.21K+ 17.93% |
$229K - $247K
|
40.9K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 16.21% |
$60.9K - $65.6K
|
11.8K
$470K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.18K+ 36.15% |
$117K - $126K
|
12K
$475K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 23.16% |
$1.19M - $1.28M
|
172K
$6.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.88KNew |
$254K - $273K
|
6.88K
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
13.6K+ 4.32% |
$501K - $539K
|
328K
$13M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.89K+ 6.51% |
$254K - $274K
|
113K
$4.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25.6K+ 15.07% |
$943K - $1.01M
|
195K
$7.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
178+ 0.25% |
$6.57K - $7.07K
|
71.1K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.2K+ 3.33% |
$44.3K - $47.7K
|
37.2K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.2K+ 111.41% |
$449K - $484K
|
23.1K
$918K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.9K- 23.81% |
$70.2K - $75.5K
|
6.09K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.27K+ 2.93% |
$46.7K - $50.2K
|
44.4K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.66K- 13.71% |
$282K - $304K
|
48.2K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 29.27% |
$384K - $414K
|
46K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 8.79% |
$45.4K - $48.9K
|
12.8K
$507K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.97K+ 7.1% |
$72.5K - $78.1K
|
29.7K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.52KNew |
$204K - $219K
|
5.52K
$219K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.78K+ 17.74% |
$139K - $150K
|
25.1K
$994K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
285+ 28.5% |
$10.5K - $11.3K
|
1.29K
$51K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
148+ 0.78% |
$5.46K - $5.88K
|
19.2K
$764K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
294+ 0.72% |
$10.8K - $11.7K
|
40.9K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-239- 1.52% |
$8.82K - $9.49K
|
15.5K
$613K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.39K+ 17.02% |
$309K - $333K
|
57.7K
$2.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-4.33K- 0.46% |
$160K - $172K
|
928K
$36.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
955K+ 24.83% |
$35.2M - $37.9M
|
4.8M
$191M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-5.03K- 3.59% |
$186K - $200K
|
135K
$5.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.6K+ 9.61% |
$686K - $738K
|
212K
$8.42M
|
|