Purchases and Sales Made in Q4 2023 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.99K+ 42.23% |
$121K - $142K
|
16.8K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.79K+ 366.36% |
$116K - $136K
|
6.1K
$217K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 4.33% |
$106K - $124K
|
105K
$3.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.13K+ 27.89% |
$100K - $118K
|
19K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.86K+ 12.39% |
$93.8K - $110K
|
35.1K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.75K+ 32.74% |
$91.1K - $107K
|
15.2K
$540K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.62K+ 5.12% |
$87.8K - $103K
|
74.2K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.46K+ 16.3% |
$84K - $98.4K
|
24.7K
$877K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.45K+ 3.63% |
$83.8K - $98.1K
|
98.4K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.3K+ 18.93% |
$80.1K - $93.9K
|
20.7K
$737K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.17K+ 29.02% |
$77K - $90.2K
|
14.1K
$501K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.13KNew |
$76.1K - $89.1K
|
3.13K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.88K+ 8.63% |
$69.9K - $81.9K
|
36.3K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.85K+ 15.61% |
$69.2K - $81K
|
21.1K
$750K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.74K+ 6.96% |
$66.5K - $77.9K
|
42.1K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.54K+ 9.38% |
$61.5K - $72.1K
|
29.6K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.45K+ 3.35% |
$59.5K - $69.7K
|
75.6K
$2.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.45K+ 3.35% |
$59.5K - $69.7K
|
75.6K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.04K+ 14.57% |
$49.6K - $58.1K
|
16.1K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2K+ 40.42% |
$48.6K - $56.9K
|
6.95K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.9K+ 5.16% |
$46.1K - $54K
|
38.7K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.71K+ 8.05% |
$41.6K - $48.7K
|
23K
$816K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.64K+ 14.72% |
$39.8K - $46.7K
|
12.8K
$454K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
1.6K+ 19.47% |
$38.8K - $45.4K
|
9.81K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 7.42% |
$34K - $39.9K
|
20.3K
$721K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.26K+ 13.11% |
$30.7K - $35.9K
|
10.9K
$387K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.14KNew |
$27.6K - $32.4K
|
1.14K
$40.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
748+ 173.95% |
$18.2K - $21.3K
|
1.18K
$41.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
692+ 4.62% |
$16.8K - $19.7K
|
15.7K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
600New |
$14.6K - $17.1K
|
600
$21.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
552New |
$13.4K - $15.7K
|
552
$19.6K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
497+ 1.78% |
$12.1K - $14.1K
|
28.5K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
394+ 3.99% |
$9.56K - $11.2K
|
10.3K
$365K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300+ 3.67% |
$7.28K - $8.53K
|
8.47K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
245+ 1.12% |
$5.95K - $6.97K
|
22.2K
$787K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
232New |
$5.63K - $6.6K
|
232
$8.24K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
129+ 0.82% |
$3.13K - $3.67K
|
15.9K
$563K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
78+ 0.7% |
$1.89K - $2.22K
|
11.2K
$398K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
65+ 0.68% |
$1.58K - $1.85K
|
9.58K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
60+ 0.65% |
$1.46K - $1.71K
|
9.29K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
35+ 0.4% |
$849 - $995
|
8.87K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
35+ 0.24% |
$849 - $995
|
14.3K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$243 - $284
|
5.35K
$190K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.33% |
$121 - $142
|
1.54K
$54.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.2% |
$48.5 - $56.9
|
990
$35.2K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$24.3 - $28.4
|
16.9K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-150- 0.73% |
$3.64K - $4.26K
|
20.3K
$720K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-190- 2.21% |
$4.61K - $5.4K
|
8.42K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-266- 1.55% |
$6.46K - $7.56K
|
16.9K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-340- 0.61% |
$8.25K - $9.67K
|
55.6K
$1.97M
|