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 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.08% |
$306 - $326
|
11K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 8.43% |
$1.01M - $1.08M
|
382K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.24K+ 35.18% |
$246K - $263K
|
27.8K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.04% |
$849 - $906
|
68.2K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.6K- 63.9% |
$939K - $1M
|
15.6K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
59.5KNew |
$2.02M - $2.15M
|
59.5K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.91K+ 10.72% |
$64.7K - $69.1K
|
19.7K
$655K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-541- 2.77% |
$18.4K - $19.6K
|
19K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-716- 1.76% |
$24.3K - $25.9K
|
40.1K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
52.1KNew |
$1.77M - $1.89M
|
52.1K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11.7KNew |
$398K - $425K
|
11.7K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.7K+ 40.25% |
$633K - $676K
|
65K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.9KNew |
$369K - $394K
|
10.9K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
250+ 1.52% |
$8.49K - $9.06K
|
16.7K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.46K+ 9.17% |
$118K - $125K
|
41.2K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96K+ 29.03% |
$101K - $107K
|
13.2K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.42% |
$170 - $181
|
1.19K
$39.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81New |
$2.75K - $2.94K
|
81
$2.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
2.84K+ 16.37% |
$96.3K - $103K
|
20.2K
$671K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.99KNew |
$102K - $109K
|
2.99K
$99.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.73KNew |
$194K - $208K
|
5.73K
$191K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-212K- 96.64% |
$7.19M - $7.67M
|
7.36K
$245K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
29+ 0.35% |
$985 - $1.05K
|
8.21K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$2.89K - $3.08K
|
85
$2.83K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.01KNew |
$187K - $206K
|
6.01K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.6K- 33.79% |
$2.23M - $2.46M
|
140K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1K+ 130.55% |
$31.2K - $34.3K
|
1.77K
$58.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87K+ 28.23% |
$58.3K - $64.1K
|
8.49K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.8K+ 40.96% |
$212K - $233K
|
23.4K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
98.9K+ 561.62% |
$3.08M - $3.4M
|
117K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$317K - $349K
|
10.2K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
429+ 1.24% |
$13.4K - $14.7K
|
35.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
42.4K+ 214.66% |
$1.32M - $1.46M
|
62.2K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$320K - $352K
|
10.3K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 1.32% |
$2.68K - $2.95K
|
6.42K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.72KNew |
$210K - $231K
|
6.72K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.75KNew |
$85.8K - $94.4K
|
2.75K
$91.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
675New |
$21.1K - $23.2K
|
675
$22.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
47.5KNew |
$1.48M - $1.63M
|
47.5K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.77K+ 58.25% |
$211K - $232K
|
18.4K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 10.04% |
$707K - $778K
|
248K
$8.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 52.94% |
$314K - $346K
|
29.1K
$969K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
402K+ 18.16% |
$12.5M - $13.8M
|
2.61M
$86.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.4K+ 0.37% |
$200K - $220K
|
1.72M
$57.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9K+ 78.74% |
$281K - $309K
|
20.4K
$680K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$57.6K - $63.4K
|
1.85K
$61.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$74.5K - $81.9K
|
2.39K
$79.4K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$267 - $292
|
9
$300
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-17K- 60.05% |
$504K - $551K
|
11.3K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.56K- 89.54% |
$254K - $278K
|
1K
$33.3K
|
|