Purchases and Sales Made in Q1 2025 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.61M+ 60.83% |
$186M - $206M
|
14.8M
$527M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.08M+ 176.06% |
$102M - $113M
|
4.83M
$172M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.25M+ 16.01% |
$41.5M - $45.9M
|
9.09M
$323M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
780K+ 25.45% |
$25.8M - $28.5M
|
3.84M
$136M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
655K+ 31.53% |
$21.7M - $24M
|
2.73M
$97M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
491KNew |
$16.2M - $18M
|
491K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
434K+ 15.8% |
$14.4M - $15.9M
|
3.18M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
384KNew |
$12.7M - $14.1M
|
384K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
370K+ 7.64% |
$12.2M - $13.6M
|
5.22M
$185M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
344K+ 8.58% |
$11.4M - $12.6M
|
4.36M
$155M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
341K+ 10927.39% |
$11.3M - $12.5M
|
344K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
327K+ 8.26% |
$10.8M - $12M
|
4.29M
$152M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
326K+ 10.12% |
$10.8M - $12M
|
3.55M
$126M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
303K+ 25.08% |
$10M - $11.1M
|
1.51M
$53.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299K+ 11.31% |
$9.9M - $11M
|
2.95M
$105M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
292K+ 113.12% |
$9.65M - $10.7M
|
550K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
270K+ 15.84% |
$8.93M - $9.89M
|
1.97M
$70.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
258K+ 12.82% |
$8.52M - $9.44M
|
2.27M
$80.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
253KNew |
$8.36M - $9.25M
|
253K
$8.97M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
204KNew |
$6.76M - $7.49M
|
204K
$7.26M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
193K+ 52.66% |
$6.39M - $7.07M
|
560K
$19.9M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
190K+ 2612.3% |
$6.28M - $6.95M
|
197K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 139.8% |
$5.97M - $6.61M
|
310K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
163K+ 109135.57% |
$5.38M - $5.95M
|
163K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
133K+ 25.54% |
$4.39M - $4.86M
|
652K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
131K+ 13.59% |
$4.33M - $4.8M
|
1.09M
$38.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131K+ 836.43% |
$4.32M - $4.78M
|
146K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
121K+ 13.79% |
$4.01M - $4.44M
|
1M
$35.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
111K+ 6.95% |
$3.68M - $4.07M
|
1.71M
$60.7M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
110K+ 13.17% |
$3.65M - $4.04M
|
949K
$33.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
102K+ 36.99% |
$3.37M - $3.73M
|
377K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
98.5K+ 898.2% |
$3.26M - $3.61M
|
110K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96.1K+ 10.57% |
$3.18M - $3.52M
|
1.01M
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
93.9K+ 33.29% |
$3.11M - $3.44M
|
376K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
90KNew |
$2.98M - $3.3M
|
90K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
89.6K+ 11.12% |
$2.96M - $3.28M
|
895K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85.6K+ 36.21% |
$2.83M - $3.14M
|
322K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
80.5K+ 15.61% |
$2.66M - $2.95M
|
596K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
74K+ 41.37% |
$2.45M - $2.71M
|
253K
$8.98M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
69.8K+ 7.0% |
$2.31M - $2.56M
|
1.07M
$37.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
67.6K+ 133.15% |
$2.24M - $2.47M
|
118K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
66.8K+ 8.2% |
$2.21M - $2.45M
|
881K
$31.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66.7K+ 21.08% |
$2.21M - $2.44M
|
383K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.7K+ 10.5% |
$2.14M - $2.37M
|
681K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64K+ 68.78% |
$2.12M - $2.34M
|
157K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
63.1K+ 134.01% |
$2.09M - $2.31M
|
110K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.4K+ 16.06% |
$2.03M - $2.25M
|
444K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
61.2K+ 553.93% |
$2.02M - $2.24M
|
72.2K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
57K+ 18.29% |
$1.89M - $2.09M
|
369K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.6K+ 93.05% |
$1.77M - $1.96M
|
111K
$3.95M
|