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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-398- 9.72% |
$9.66K - $11.3K
|
3.7K
$131K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-486- 4.04% |
$11.8K - $13.8K
|
11.5K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-982- 49.25% |
$23.8K - $27.9K
|
1.01K
$35.9K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.75K- 13.65% |
$42.4K - $49.7K
|
11K
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.91K- 1.34% |
$46.5K - $54.4K
|
141K
$5.01M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.03K- 8.08% |
$49.3K - $57.7K
|
23.1K
$820K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.12K- 1.74% |
$51.5K - $60.3K
|
120K
$4.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.84K- 4.85% |
$68.9K - $80.7K
|
55.7K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.16K- 4.79% |
$76.7K - $89.8K
|
62.8K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.81K- 15.29% |
$92.5K - $108K
|
21.1K
$750K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.14K- 21.46% |
$100K - $118K
|
15.2K
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-8.51K- 15.63% |
$207K - $242K
|
46K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-10.1K- 4.55% |
$245K - $287K
|
212K
$7.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26.2K- 37.07% |
$635K - $744K
|
44.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34K- 70.97% |
$825K - $967K
|
13.9K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47.4K- 82.92% |
$1.15M - $1.35M
|
9.78K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-336K- 54.97% |
$8.15M - $9.54M
|
275K
$9.76M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.27M- 99.69% |
$55M - $64.4M
|
6.95K
$247K
|