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 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
38.4K+ 5.72% |
$1.3M - $1.39M
|
710K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 183.43% |
$1.28M - $1.36M
|
58.1K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37KNew |
$1.26M - $1.34M
|
37K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36.4K+ 10.24% |
$1.23M - $1.32M
|
392K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.6K+ 14.45% |
$1.21M - $1.29M
|
282K
$10M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34.4K+ 58.66% |
$1.17M - $1.25M
|
93.1K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
34.1KNew |
$1.16M - $1.24M
|
34.1K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
34KNew |
$1.15M - $1.23M
|
34K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.7K+ 47.81% |
$1.08M - $1.15M
|
97.9K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
30.9K+ 3.82% |
$1.05M - $1.12M
|
839K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30.6K+ 43.5% |
$1.04M - $1.11M
|
101K
$3.59M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29.8K+ 12.02% |
$1.01M - $1.08M
|
278K
$9.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 8.43% |
$1.01M - $1.08M
|
382K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.6K+ 15.58% |
$1M - $1.07M
|
219K
$7.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
28.5K+ 69.0% |
$969K - $1.03M
|
69.9K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
28.3K+ 12.43% |
$960K - $1.02M
|
256K
$9.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.8K+ 8.87% |
$944K - $1.01M
|
341K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.7K+ 942.84% |
$939K - $1M
|
30.6K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
27.5K+ 4.56% |
$934K - $997K
|
631K
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26.6K+ 7.54% |
$905K - $966K
|
380K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.1K+ 39.73% |
$885K - $944K
|
91.6K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.8K+ 7.79% |
$876K - $934K
|
357K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22.6K+ 51.87% |
$769K - $820K
|
66.3K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
22.3KNew |
$757K - $808K
|
22.3K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.2K+ 5.4% |
$754K - $805K
|
434K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
22K+ 18.56% |
$748K - $798K
|
141K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.5KNew |
$661K - $706K
|
19.5K
$691K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.2K+ 5.86% |
$651K - $695K
|
347K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.7KNew |
$634K - $676K
|
18.7K
$663K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.7K+ 40.25% |
$633K - $676K
|
65K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.8KNew |
$605K - $645K
|
17.8K
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.7K+ 23.8% |
$499K - $532K
|
76.4K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.6K+ 41.8% |
$497K - $531K
|
49.7K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.6K+ 6.57% |
$496K - $530K
|
237K
$8.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 12.47% |
$488K - $521K
|
130K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 38.29% |
$481K - $513K
|
51.1K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13.6K+ 54.72% |
$462K - $493K
|
38.5K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13.4K+ 1.78% |
$454K - $485K
|
763K
$27.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12.7KNew |
$432K - $461K
|
12.7K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 15.57% |
$399K - $426K
|
87.2K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11.7KNew |
$398K - $425K
|
11.7K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11.4K+ 14.4% |
$387K - $413K
|
90.5K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 58.54% |
$384K - $410K
|
30.6K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11KNew |
$375K - $400K
|
11K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11KNew |
$373K - $398K
|
11K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.9KNew |
$370K - $395K
|
10.9K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.9KNew |
$369K - $394K
|
10.9K
$386K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.3KNew |
$350K - $374K
|
10.3K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.97K+ 11.31% |
$338K - $361K
|
98.1K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9.96K+ 55.0% |
$338K - $361K
|
28.1K
$997K
|