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 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.78K+ 17.74% |
$139K - $150K
|
25.1K
$994K
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.52KNew |
$204K - $219K
|
5.52K
$219K
|
|
|
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
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 8.79% |
$45.4K - $48.9K
|
12.8K
$507K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-4.33K- 0.46% |
$160K - $172K
|
928K
$36.9M
|
|
|
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
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-239- 1.52% |
$8.82K - $9.49K
|
15.5K
$613K
|
|
|
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
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
148+ 0.78% |
$5.46K - $5.88K
|
19.2K
$764K
|
|
|
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
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-65- 0.65% |
$2.4K - $2.58K
|
9.91K
$393K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
810K+ 7.84% |
$29.9M - $32.2M
|
11.1M
$442M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.3K+ 37.93% |
$674K - $726K
|
66.5K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
5.21KNew |
$192K - $207K
|
5.21K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
364+ 1.11% |
$13.4K - $14.5K
|
33.1K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 0.88% |
$3.06K - $3.3K
|
9.54K
$379K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
126New |
$4.65K - $5K
|
126
$5K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-435- 5.11% |
$16K - $17.3K
|
8.09K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
42+ 6.07% |
$1.55K - $1.67K
|
734
$29.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
40.8K+ 21.88% |
$1.51M - $1.62M
|
227K
$9.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-2.92K- 4.5% |
$108K - $116K
|
61.9K
$2.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
10.2K+ 8.0% |
$377K - $406K
|
138K
$5.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.04K+ 13.5% |
$186K - $200K
|
42.4K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22+ 0.27% |
$812 - $874
|
8.18K
$325K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.83K+ 8.53% |
$67.6K - $72.8K
|
23.3K
$925K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
13.4K+ 141.77% |
$496K - $534K
|
22.9K
$910K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18K+ 19.28% |
$665K - $716K
|
111K
$4.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
36.9K+ 29.57% |
$1.36M - $1.47M
|
162K
$6.42M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-521- 6.18% |
$19.2K - $20.7K
|
7.91K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
50+ 2.14% |
$1.84K - $1.99K
|
2.38K
$94.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
9.91K+ 77.37% |
$365K - $393K
|
22.7K
$901K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
259+ 1.05% |
$9.55K - $10.3K
|
24.8K
$985K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.01K- 30.04% |
$295K - $318K
|
18.7K
$740K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.32KNew |
$196K - $211K
|
5.32K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
250+ 1.53% |
$9.22K - $9.93K
|
16.6K
$657K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-34.8K- 15.75% |
$1.29M - $1.38M
|
186K
$7.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
6.7K+ 13.77% |
$247K - $266K
|
55.4K
$2.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-54- 0.27% |
$1.99K - $2.14K
|
20.1K
$796K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-311- 2.48% |
$11.5K - $12.4K
|
12.2K
$486K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
934+ 6.96% |
$34.5K - $37.1K
|
14.3K
$570K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.43KNew |
$200K - $215K
|
5.43K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.4KNew |
$199K - $214K
|
5.4K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-352- 2.21% |
$13K - $14K
|
15.6K
$619K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
50+ 0.39% |
$1.84K - $1.99K
|
13K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
453+ 1.02% |
$16.7K - $18K
|
45.1K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-236- 1.92% |
$8.71K - $9.37K
|
12K
$478K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.4K+ 26.7% |
$382K - $411K
|
49.1K
$1.95M
|
|