Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.7K- 18.07% |
$2.34M - $2.59M
|
321K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-45.8K- 21.06% |
$1.51M - $1.68M
|
172K
$5.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.6K- 13.4% |
$350K - $388K
|
68.4K
$2.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-8.39K- 5.92% |
$278K - $307K
|
133K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.21K- 26.35% |
$106K - $118K
|
8.98K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 13.73% |
$72.8K - $80.6K
|
13.8K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.98K- 66.03% |
$65.4K - $72.4K
|
1.02K
$31.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.77K- 5.12% |
$58.4K - $64.7K
|
32.7K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.6K- 3.06% |
$52.9K - $58.5K
|
50.6K
$1.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.52K- 13.81% |
$50.1K - $55.5K
|
9.46K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-893- 8.25% |
$29.5K - $32.7K
|
9.93K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-876- 4.99% |
$29K - $32.1K
|
16.7K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-780- 10.3% |
$25.8K - $28.6K
|
6.79K
$213K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-705- 2.23% |
$23.3K - $25.8K
|
30.9K
$968K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-180- 1.42% |
$5.95K - $6.59K
|
12.5K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-166- 1.41% |
$5.49K - $6.08K
|
11.6K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 0.5% |
$165 - $183
|
987
$31K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.04M- 88.98% |
$35.4M - $37.8M
|
129K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-351K- 22.51% |
$11.9M - $12.7M
|
1.21M
$37.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-212K- 96.64% |
$7.19M - $7.67M
|
7.36K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-96.2K- 9.08% |
$3.27M - $3.49M
|
964K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-45.3K- 19.79% |
$1.54M - $1.64M
|
183K
$5.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.6K- 63.9% |
$939K - $1M
|
15.6K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21.2K- 57.51% |
$719K - $768K
|
15.7K
$491K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.42K- 2.6% |
$218K - $233K
|
241K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.31K- 2.18% |
$112K - $120K
|
149K
$4.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.58K- 3.42% |
$87.8K - $93.6K
|
73K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 2.22% |
$47.8K - $51K
|
62K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.38K- 3.24% |
$46.8K - $49.9K
|
41.2K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.12K- 0.57% |
$37.9K - $40.5K
|
194K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-841- 10.73% |
$28.6K - $30.5K
|
7K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-798- 12.55% |
$27.1K - $28.9K
|
5.56K
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-716- 1.76% |
$24.3K - $25.9K
|
40.1K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-600- 5.35% |
$20.4K - $21.7K
|
10.6K
$333K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-562- 3.38% |
$19.1K - $20.4K
|
16.1K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-550- 3.92% |
$18.7K - $19.9K
|
13.5K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-484- 4.96% |
$16.4K - $17.5K
|
9.28K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 3.84% |
$13.6K - $14.5K
|
10K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-244- 1.61% |
$8.29K - $8.84K
|
14.9K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 1.7% |
$4.99K - $5.33K
|
8.51K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-98- 0.1% |
$3.33K - $3.55K
|
101K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-61- 0.41% |
$2.07K - $2.21K
|
14.6K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-51- 0.7% |
$1.73K - $1.85K
|
7.28K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-45- 1.83% |
$1.53K - $1.63K
|
2.41K
$75.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 0.01% |
$815 - $870
|
182K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-18- 0.05% |
$611 - $652
|
33.3K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.02% |
$102 - $109
|
17.3K
$542K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.6K- 33.79% |
$2.23M - $2.46M
|
140K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 1.32% |
$2.68K - $2.95K
|
6.42K
$201K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-104K- 83.24% |
$3.09M - $3.37M
|
20.9K
$656K
|
|