Latest Institutional Purchases of Capital Group Core Equity ETF (CGUS)
This list provides information on the latest institutional transactions involving Capital Group Core Equity ETF (CGUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.85MNew |
$165M - $176M
|
4.85M
$172M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.56M+ 38.33% |
$86.8M - $92.6M
|
9.23M
$328M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.16M+ 17.41% |
$39.4M - $42.1M
|
7.83M
$278M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14M+ 136.05% |
$38.9M - $41.5M
|
1.99M
$70.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
978K+ 32.24% |
$33.2M - $35.5M
|
4.01M
$143M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
723K+ 28.91% |
$24.6M - $26.2M
|
3.23M
$115M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
681K+ 63.68% |
$23.1M - $24.7M
|
1.75M
$62.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
521K+ 24.5% |
$17.7M - $18.9M
|
2.65M
$94M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
404K+ 17.22% |
$13.7M - $14.6M
|
2.75M
$97.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
398K+ 14.92% |
$13.5M - $14.4M
|
3.06M
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
392K+ 29.9% |
$13.3M - $14.2M
|
1.7M
$60.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
392K+ 23.29% |
$13.3M - $14.2M
|
2.08M
$73.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
342KNew |
$11.6M - $12.4M
|
342K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
290KNew |
$9.85M - $10.5M
|
290K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
273K+ 110.7% |
$9.27M - $9.89M
|
520K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
258KNew |
$8.76M - $9.35M
|
258K
$9.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
240KNew |
$8.14M - $8.69M
|
240K
$8.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
217KNew |
$7.38M - $7.87M
|
217K
$7.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
212K+ 848.39% |
$7.18M - $7.67M
|
237K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
207K+ 11.5% |
$7.03M - $7.51M
|
2.01M
$71.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
204K+ 5.42% |
$6.92M - $7.38M
|
3.96M
$141M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
179KNew |
$6.07M - $6.48M
|
179K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
147KNew |
$4.99M - $5.32M
|
147K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
142KNew |
$4.82M - $5.14M
|
142K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
135K+ 17.44% |
$4.59M - $4.89M
|
910K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
108KNew |
$3.68M - $3.93M
|
108K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95.2K+ 22.67% |
$3.23M - $3.45M
|
515K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
81.7KNew |
$2.78M - $2.96M
|
81.7K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
79KNew |
$2.68M - $2.86M
|
79K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
78.6K+ 10.81% |
$2.67M - $2.85M
|
806K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.1K+ 8.48% |
$2.45M - $2.61M
|
923K
$32.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
67.4K+ 9.03% |
$2.29M - $2.44M
|
814K
$28.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
66.9K+ 50.86% |
$2.27M - $2.42M
|
198K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.3K+ 4.32% |
$2.25M - $2.4M
|
1.6M
$56.8M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
64.6KNew |
$2.2M - $2.34M
|
64.6K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
62.2K+ 14.96% |
$2.11M - $2.25M
|
478K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
59.5KNew |
$2.02M - $2.15M
|
59.5K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
55.7K+ 6.76% |
$1.89M - $2.02M
|
879K
$31.2M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
52.1KNew |
$1.77M - $1.89M
|
52.1K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
51.4KNew |
$1.75M - $1.86M
|
51.4K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51KNew |
$1.73M - $1.85M
|
51K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
49K+ 18.29% |
$1.66M - $1.77M
|
317K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.2K+ 19.16% |
$1.64M - $1.75M
|
300K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
47.1KNew |
$1.6M - $1.71M
|
47.1K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47K+ 12.12% |
$1.6M - $1.7M
|
435K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
44.1K+ 13.67% |
$1.5M - $1.6M
|
367K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.8K+ 18.44% |
$1.46M - $1.55M
|
275K
$9.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.8K+ 4.38% |
$1.42M - $1.52M
|
997K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.7K+ 222.14% |
$1.35M - $1.44M
|
57.6K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38.9K+ 14.26% |
$1.32M - $1.41M
|
312K
$11.1M
|