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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
450+ 234.38% |
$16.6K - $17.9K
|
642
$25.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
996+ 9.41% |
$36.7K - $39.6K
|
11.6K
$460K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
10.3K+ 69.21% |
$381K - $411K
|
25.3K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
442+ 0.71% |
$16.3K - $17.6K
|
63K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.13K- 27.46% |
$78.4K - $84.4K
|
5.61K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
27.5K+ 10.29% |
$1.01M - $1.09M
|
295K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
217K+ 33.53% |
$8.01M - $8.62M
|
864K
$34.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.08K- 21.22% |
$76.6K - $82.5K
|
7.71K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.6K+ 3.2% |
$393K - $423K
|
344K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
129K+ 27.45% |
$4.76M - $5.12M
|
599K
$23.8M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
15.6K+ 14.47% |
$576K - $621K
|
124K
$4.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.14K+ 4.25% |
$79.1K - $85.1K
|
52.6K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.22K+ 4.94% |
$156K - $168K
|
89.6K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 0.94% |
$4.28K - $4.61K
|
12.5K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
75.7K+ 18.79% |
$2.79M - $3.01M
|
478K
$19M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
422+ 0.42% |
$15.6K - $16.8K
|
99.9K
$3.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
218+ 1.67% |
$8.04K - $8.66K
|
13.3K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.51K+ 1.02% |
$166K - $179K
|
448K
$17.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
243K+ 7.12% |
$8.98M - $9.66M
|
3.66M
$145M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.5K+ 11.79% |
$460K - $495K
|
118K
$4.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.07K- 27.61% |
$113K - $122K
|
8.06K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
155+ 0.26% |
$5.72K - $6.16K
|
59.2K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
668+ 43.35% |
$24.6K - $26.5K
|
2.21K
$87.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.91K+ 8.49% |
$181K - $195K
|
62.8K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 0.13% |
$1.48K - $1.59K
|
31.3K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
128+ 19.6% |
$4.72K - $5.08K
|
781
$31K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.74K- 4.09% |
$212K - $228K
|
135K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-463- 3.59% |
$17.1K - $18.4K
|
12.4K
$493K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.63K+ 10.35% |
$208K - $224K
|
60K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-443K- 56.24% |
$16.3M - $17.6M
|
345K
$13.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.34K+ 11.95% |
$86.5K - $93.1K
|
22K
$872K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.44K- 14.11% |
$90K - $97K
|
14.9K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.3K+ 1.16% |
$47.9K - $51.6K
|
114K
$4.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
131K+ 384.9% |
$4.85M - $5.22M
|
166K
$6.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-7.89K- 31.47% |
$291K - $313K
|
17.2K
$682K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99M+ 1624.4% |
$73.2M - $78.9M
|
2.11M
$83.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.61KNew |
$96.3K - $104K
|
2.61K
$104K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-334- 0.79% |
$12.3K - $13.3K
|
42.1K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
150+ 0.89% |
$5.53K - $5.96K
|
17K
$675K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12K+ 2.54% |
$41.5K - $44.6K
|
45.4K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 19.1% |
$66K - $71.1K
|
11.2K
$443K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12.8K+ 25.33% |
$472K - $508K
|
63.2K
$2.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.61K+ 6.67% |
$96.4K - $104K
|
41.8K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 272.22% |
$5.45M - $5.86M
|
202K
$8.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18.7K+ 3.22% |
$691K - $743K
|
600K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.91K+ 6.74% |
$329K - $354K
|
141K
$5.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.98K+ 2.73% |
$147K - $158K
|
150K
$5.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-176- 0.83% |
$6.49K - $6.99K
|
20.9K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.56K+ 7.6% |
$94.5K - $102K
|
36.3K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-11K- 60.2% |
$407K - $439K
|
7.3K
$290K
|
|