Purchases and Sales Made in Q3 2022 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
617KNew |
$12.6M - $14.9M
|
617K
$22.3M
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
544K+ 101.88% |
$11.1M - $13.1M
|
1.08M
$39M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
424K+ 111.26% |
$8.65M - $10.2M
|
806K
$29.2M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
418K+ 171.89% |
$8.52M - $10.1M
|
661K
$23.9M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
357K+ 231.82% |
$7.28M - $8.6M
|
511K
$18.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
326K+ 2658.84% |
$6.65M - $7.85M
|
338K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
239K+ 73.52% |
$4.88M - $5.76M
|
565K
$20.4M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
204KNew |
$4.16M - $4.91M
|
204K
$7.38M
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
168KNew |
$3.43M - $4.05M
|
168K
$6.09M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 35.43% |
$2.72M - $3.21M
|
510K
$18.5M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 211.35% |
$2.54M - $3M
|
184K
$6.65M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
122KNew |
$2.48M - $2.93M
|
122K
$4.41M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
110KNew |
$2.24M - $2.64M
|
110K
$3.97M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
108K+ 147.25% |
$2.21M - $2.61M
|
182K
$6.59M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88.1KNew |
$1.8M - $2.12M
|
88.1K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.3K+ 35.32% |
$1.76M - $2.08M
|
331K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.6K+ 128.41% |
$1.75M - $2.06M
|
152K
$5.51M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65.9K+ 30.81% |
$1.34M - $1.59M
|
280K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64.8KNew |
$1.32M - $1.56M
|
64.8K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.5K+ 106.58% |
$1.21M - $1.43M
|
115K
$4.17M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.3K+ 181.94% |
$943K - $1.11M
|
71.7K
$2.6M
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43.8K+ 143.6% |
$893K - $1.05M
|
74.3K
$2.69M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
38.9K+ 66.96% |
$794K - $938K
|
97.1K
$3.52M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 108.16% |
$690K - $815K
|
65.1K
$2.36M
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
27.8K+ 110.7% |
$567K - $670K
|
53K
$1.92M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25.8KNew |
$526K - $621K
|
25.8K
$934K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
19.7K+ 52.64% |
$401K - $474K
|
57.1K
$2.07M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.2KNew |
$351K - $415K
|
17.2K
$624K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.7K+ 78.85% |
$341K - $402K
|
37.9K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.4K+ 176.31% |
$334K - $395K
|
25.7K
$931K
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16.4K+ 89.47% |
$333K - $394K
|
34.6K
$1.25M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
12.5K+ 135.14% |
$255K - $301K
|
21.8K
$787K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1K+ 67.54% |
$247K - $292K
|
30K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$237K - $280K
|
11.6K
$420K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11.4KNew |
$232K - $274K
|
11.4K
$412K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 45.01% |
$229K - $271K
|
36.3K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.1KNew |
$227K - $268K
|
11.1K
$402K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.6KNew |
$217K - $256K
|
10.6K
$385K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3KNew |
$209K - $247K
|
10.3K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6.95KNew |
$142K - $167K
|
6.95K
$252K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
6.76K+ 18.78% |
$138K - $163K
|
42.8K
$1.55M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.79K+ 4.1% |
$97.7K - $115K
|
122K
$4.41M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.96KNew |
$80.7K - $95.3K
|
3.96K
$143K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.96K+ 17.72% |
$80.6K - $95.2K
|
26.3K
$951K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11K+ 261.34% |
$43K - $50.8K
|
2.92K
$106K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2KNew |
$40.8K - $48.2K
|
2K
$72.4K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.65KNew |
$33.6K - $39.7K
|
1.65K
$59.7K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.54K+ 153.7% |
$31.3K - $37K
|
2.54K
$91.8K
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 9.99% |
$26.4K - $31.2K
|
14.3K
$516K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.14K+ 8.49% |
$23.3K - $27.5K
|
14.6K
$529K
|