Purchases and Sales Made in Q3 2023 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$506K - $536K
|
20.2K
$731K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
19.3KNew |
$483K - $512K
|
19.3K
$698K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.2K+ 27.13% |
$456K - $483K
|
85.3K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
17.2KNew |
$431K - $457K
|
17.2K
$623K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8KNew |
$396K - $420K
|
15.8K
$573K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 6.81% |
$381K - $404K
|
239K
$8.64M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 9.42% |
$381K - $404K
|
177K
$6.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14.5KNew |
$362K - $384K
|
14.5K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
14K+ 10.87% |
$351K - $372K
|
143K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7KNew |
$342K - $363K
|
13.7K
$495K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13.2K+ 55.66% |
$329K - $349K
|
36.8K
$1.33M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
12.8KNew |
$320K - $340K
|
12.8K
$463K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12KNew |
$300K - $318K
|
12K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.8KNew |
$296K - $314K
|
11.8K
$428K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.7K+ 8.73% |
$294K - $311K
|
146K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5K+ 28.09% |
$287K - $305K
|
52.3K
$1.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.64KNew |
$241K - $256K
|
9.64K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
8.51K+ 66.8% |
$213K - $226K
|
21.3K
$770K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8.45KNew |
$212K - $224K
|
8.45K
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.39K+ 13.48% |
$210K - $223K
|
70.6K
$2.56M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.31K+ 78.6% |
$208K - $221K
|
18.9K
$684K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
8.21KNew |
$206K - $218K
|
8.21K
$297K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8KNew |
$200K - $212K
|
8K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.95K+ 31.24% |
$199K - $211K
|
33.4K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.79K+ 24.71% |
$195K - $207K
|
39.3K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.74K+ 57.38% |
$194K - $205K
|
21.2K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.64K+ 32.45% |
$191K - $203K
|
31.2K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.85KNew |
$172K - $182K
|
6.85K
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.51K+ 42.3% |
$163K - $173K
|
21.9K
$793K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.97K+ 19.77% |
$150K - $159K
|
36.2K
$1.31M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.97K+ 2.76% |
$149K - $159K
|
222K
$8.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5.29KNew |
$132K - $140K
|
5.29K
$191K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.21K+ 6.59% |
$130K - $138K
|
84.3K
$3.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4K+ 39.88% |
$100K - $106K
|
14K
$508K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
3.93K+ 17.04% |
$98.5K - $104K
|
27K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.44K+ 2.4% |
$86.1K - $91.3K
|
147K
$5.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.85K+ 16.54% |
$71.3K - $75.6K
|
20.1K
$726K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.8K+ 22.95% |
$70K - $74.3K
|
15K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.58K+ 9.77% |
$64.5K - $68.4K
|
28.9K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.44K+ 3.46% |
$61.2K - $64.9K
|
73.2K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 3.46% |
$61.2K - $64.9K
|
73.2K
$2.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.43K+ 1.31% |
$60.7K - $64.4K
|
187K
$6.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.16K+ 77.33% |
$54.1K - $57.3K
|
4.95K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2K+ 12.97% |
$50.1K - $53.2K
|
17.4K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.38K+ 9.21% |
$34.6K - $36.7K
|
16.4K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.31KNew |
$32.8K - $34.7K
|
1.31K
$47.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.23K+ 9.01% |
$30.7K - $32.5K
|
14.8K
$536K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 6.24% |
$30K - $31.9K
|
20.4K
$739K
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.18K+ 8.66% |
$29.4K - $31.2K
|
14.7K
$533K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 4.18% |
$25K - $26.6K
|
24.9K
$903K
|