Purchases and Sales Made in Q1 2023 in Capital Group Core Equity ETF (CGUS)

CGUS Quotes by TradingView

This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q1 2023. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE EQUITY ETF .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 17, 2023 Q1 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
751K
+ 6949.57%
$16.8M - $18.2M
762K $26.9M
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
457K
+ 30.45%
$10.2M - $11.1M
1.96M $69M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
397K
+ 29.83%
$8.85M - $9.61M
1.73M $60.8M
Apr 19, 2023 Q1 2023
Midwest Heritage Bank, Fsb

BUY
 -
338K
+ 165.66%
$7.53M - $8.18M
541K $19.1M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
267K
+ 20.8%
$5.96M - $6.47M
1.55M $54.7M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
178K
New
$3.98M - $4.32M
178K $6.28M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
155K
+ 48.0%
$3.46M - $3.75M
478K $16.8M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
126K
+ 54.83%
$2.82M - $3.06M
357K $12.6M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
107K
+ 12.67%
$2.38M - $2.59M
949K $33.5M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
106K
+ 17.5%
$2.37M - $2.57M
713K $25.1M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
95.2K
+ 17.14%
$2.12M - $2.31M
650K $22.9M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
89.4K
+ 56.23%
$2M - $2.17M
248K $8.75M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
86.4K
New
$1.93M - $2.09M
86.4K $3.05M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
81.6K
+ 46.7%
$1.82M - $1.98M
256K $9.04M
May 09, 2023 Q1 2023
Souders Financial Advisors

BUY
 -
78.4K
+ 24.07%
$1.75M - $1.9M
404K $14.2M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
68.9K
+ 36.01%
$1.54M - $1.67M
260K $9.17M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
62.7K
+ 70.6%
$1.4M - $1.52M
151K $5.34M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
58.4K
+ 18.15%
$1.3M - $1.41M
380K $13.4M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
52K
New
$1.16M - $1.26M
52K $1.83M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
48K
+ 18.54%
$1.07M - $1.16M
307K $10.8M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
45.3K
New
$1.01M - $1.1M
45.3K $1.6M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
41.9K
+ 121.76%
$935K - $1.01M
76.3K $2.69M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
39.1K
+ 8.73%
$874K - $948K
488K $17.2M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
37.3K
New
$832K - $903K
37.3K $1.31M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
32.8K
+ 5.9%
$731K - $794K
588K $20.7M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
31.6K
+ 29.81%
$705K - $765K
137K $4.84M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
30.1K
+ 236.44%
$672K - $729K
42.8K $1.51M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
29.9K
+ 7.39%
$667K - $724K
434K $15.3M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
28.4K
+ 24.51%
$634K - $688K
144K $5.09M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
27.5K
+ 18.35%
$615K - $667K
178K $6.26M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
26.3K
+ 14.3%
$586K - $636K
210K $7.4M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
23.8K
+ 15.5%
$531K - $577K
177K $6.25M
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
19.3K
+ 62.76%
$431K - $467K
50.1K $1.76M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
18.3K
New
$409K - $444K
18.3K $646K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
16.6K
New
$371K - $402K
16.6K $585K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
11.4K
New
$255K - $277K
11.4K $403K
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
10K
New
$224K - $243K
10K $353K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
10K
New
$224K - $243K
10K $353K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
10K
+ 782.79%
$223K - $242K
11.3K $398K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
9.66K
New
$215K - $234K
9.66K $340K
Apr 10, 2023 Q1 2023
Lantz Financial LLC

BUY
 -
9.55K
+ 97.97%
$213K - $231K
19.3K $680K
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
9.52K
New
$212K - $231K
9.52K $335K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
9.47K
+ 29.63%
$211K - $229K
41.4K $1.46M
Apr 24, 2023 Q1 2023
Tru Independence LLC

BUY
 -
9.38K
New
$209K - $227K
9.38K $330K
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
9.38K
+ 63.14%
$209K - $227K
24.2K $854K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
9.3K
+ 7.88%
$208K - $225K
127K $4.49M
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
9K
New
$201K - $218K
9K $317K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
8.72K
New
$195K - $211K
8.72K $307K
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
8.6K
New
$192K - $208K
8.6K $303K

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