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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.5K+ 17.57% |
$277K - $298K
|
50.2K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
7.45KNew |
$275K - $296K
|
7.45K
$296K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.24K+ 2.74% |
$267K - $288K
|
272K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.89K+ 3.81% |
$254K - $274K
|
188K
$7.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.89K+ 6.51% |
$254K - $274K
|
113K
$4.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.88KNew |
$254K - $273K
|
6.88K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.85KNew |
$253K - $272K
|
6.85K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.79K+ 3.66% |
$251K - $270K
|
192K
$7.63M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.72K+ 4.91% |
$248K - $267K
|
143K
$5.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
6.7K+ 13.77% |
$247K - $266K
|
55.4K
$2.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.7K+ 12.5% |
$247K - $266K
|
60.3K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.68KNew |
$247K - $265K
|
6.68K
$265K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
6.65K+ 2.98% |
$245K - $264K
|
229K
$9.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.61KNew |
$244K - $263K
|
6.61K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.55KNew |
$242K - $260K
|
6.55K
$260K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.21K+ 17.93% |
$229K - $247K
|
40.9K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.08KNew |
$224K - $242K
|
6.08K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.01K+ 18.47% |
$222K - $239K
|
38.5K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.97KNew |
$220K - $237K
|
5.97K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.94K+ 4.17% |
$219K - $236K
|
148K
$5.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.63K+ 10.35% |
$208K - $224K
|
60K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.6KNew |
$207K - $222K
|
5.6K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.55K+ 43.54% |
$205K - $220K
|
18.3K
$726K
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.52KNew |
$204K - $219K
|
5.52K
$219K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.36K+ 19.27% |
$198K - $213K
|
33.2K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.32KNew |
$196K - $211K
|
5.32K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.22KNew |
$193K - $207K
|
5.22K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
5.21KNew |
$192K - $207K
|
5.21K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
5.21KNew |
$192K - $207K
|
5.21K
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.19K+ 56.74% |
$191K - $206K
|
14.3K
$569K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5.17K+ 222.16% |
$191K - $206K
|
7.5K
$298K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.09K+ 21.52% |
$188K - $202K
|
28.8K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.04K+ 13.5% |
$186K - $200K
|
42.4K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.91K+ 8.49% |
$181K - $195K
|
62.8K
$2.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
4.7K+ 38.55% |
$173K - $187K
|
16.9K
$671K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.51K+ 1.02% |
$166K - $179K
|
448K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.32K+ 47.48% |
$159K - $171K
|
13.4K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 762.84% |
$157K - $169K
|
4.81K
$191K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.24K+ 15.69% |
$156K - $168K
|
31.3K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.22K+ 4.94% |
$156K - $168K
|
89.6K
$3.56M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.1K+ 28.66% |
$151K - $163K
|
18.4K
$730K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.98K+ 2.73% |
$147K - $158K
|
150K
$5.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.94K+ 353.45% |
$145K - $157K
|
5.06K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.78K+ 17.74% |
$139K - $150K
|
25.1K
$994K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.18K+ 36.15% |
$117K - $126K
|
12K
$475K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.92K+ 5.53% |
$108K - $116K
|
55.7K
$2.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2.87K+ 10.71% |
$106K - $114K
|
29.6K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.86K+ 12.57% |
$106K - $114K
|
25.7K
$1.02M
|
|