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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
453+ 1.02% |
$16.7K - $18K
|
45.1K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
450+ 234.38% |
$16.6K - $17.9K
|
642
$25.5K
|
|
|
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
|
G&S Capital LLC
|
BUY
|
- |
422+ 0.42% |
$15.6K - $16.8K
|
99.9K
$3.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
364+ 1.11% |
$13.4K - $14.5K
|
33.1K
$1.31M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
324+ 3.33% |
$12K - $12.9K
|
10.1K
$399K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
294+ 0.72% |
$10.8K - $11.7K
|
40.9K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
285+ 28.5% |
$10.5K - $11.3K
|
1.29K
$51K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
262+ 2.34% |
$9.67K - $10.4K
|
11.4K
$454K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
259+ 1.05% |
$9.55K - $10.3K
|
24.8K
$985K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
250+ 1.53% |
$9.22K - $9.93K
|
16.6K
$657K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
237+ 4.26% |
$8.74K - $9.41K
|
5.8K
$230K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
236+ 5.95% |
$8.71K - $9.37K
|
4.2K
$167K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
218+ 1.67% |
$8.04K - $8.66K
|
13.3K
$527K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.55% |
$6.75K - $7.27K
|
12K
$477K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
182+ 0.43% |
$6.71K - $7.23K
|
42.1K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
178+ 0.25% |
$6.57K - $7.07K
|
71.1K
$2.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
171+ 1.58% |
$6.31K - $6.79K
|
11K
$435K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
155+ 0.26% |
$5.72K - $6.16K
|
59.2K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
150+ 6.09% |
$5.53K - $5.96K
|
2.62K
$104K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
150+ 0.89% |
$5.53K - $5.96K
|
17K
$675K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
148+ 0.78% |
$5.46K - $5.88K
|
19.2K
$764K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
128+ 19.6% |
$4.72K - $5.08K
|
781
$31K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
126New |
$4.65K - $5K
|
126
$5K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 0.94% |
$4.28K - $4.61K
|
12.5K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
115New |
$4.24K - $4.57K
|
115
$4.56K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
111+ 1.59% |
$4.09K - $4.41K
|
7.09K
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 0.88% |
$3.06K - $3.3K
|
9.54K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
73+ 0.12% |
$2.69K - $2.9K
|
61.2K
$2.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
66+ 0.53% |
$2.43K - $2.62K
|
12.4K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
56+ 160.0% |
$2.07K - $2.22K
|
91
$3.61K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
50+ 2.14% |
$1.84K - $1.99K
|
2.38K
$94.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
50+ 0.39% |
$1.84K - $1.99K
|
13K
$517K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
42+ 6.07% |
$1.55K - $1.67K
|
734
$29.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 0.13% |
$1.48K - $1.59K
|
31.3K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22+ 0.27% |
$812 - $874
|
8.18K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.16% |
$627 - $675
|
10.7K
$427K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
15+ 0.26% |
$553 - $596
|
5.85K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 0.25% |
$516 - $556
|
5.7K
$226K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.02% |
$406 - $437
|
68.3K
$2.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 0.28% |
$184 - $199
|
1.81K
$71.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$73.8 - $79.4
|
1.19K
$47.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$36.9 - $39.7
|
6.82K
$271K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
109KNew |
$3.25M - $4.02M
|
109K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 23.42% |
$657K - $810K
|
116K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
12.4KNew |
$371K - $458K
|
12.4K
$492K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
12.1KNew |
$361K - $446K
|
12.1K
$479K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.7K+ 12.72% |
$349K - $431K
|
103K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
9.74KNew |
$291K - $360K
|
9.74K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.49KNew |
$224K - $276K
|
7.49K
$297K
|
|