Purchases and Sales Made in Q4 2024 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q4 2024. 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 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12.7KNew |
$432K - $461K
|
12.7K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 15.57% |
$399K - $426K
|
87.2K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11.7KNew |
$398K - $425K
|
11.7K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11.4K+ 14.4% |
$387K - $413K
|
90.5K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 58.54% |
$384K - $410K
|
30.6K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11KNew |
$375K - $400K
|
11K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.9KNew |
$369K - $394K
|
10.9K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.97K+ 11.31% |
$338K - $361K
|
98.1K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9.96K+ 55.0% |
$338K - $361K
|
28.1K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.01KNew |
$306K - $327K
|
9.01K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.37K+ 8.85% |
$284K - $303K
|
103K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$280K - $299K
|
8.25K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.98K+ 42.62% |
$271K - $289K
|
26.7K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.73KNew |
$263K - $280K
|
7.73K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.59K+ 10.86% |
$258K - $275K
|
77.5K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7.52K+ 6.18% |
$255K - $273K
|
129K
$4.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.24K+ 35.18% |
$246K - $263K
|
27.8K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
7.14K+ 8.73% |
$242K - $259K
|
88.9K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.85KNew |
$233K - $248K
|
6.85K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6.8K+ 18.17% |
$231K - $246K
|
44.2K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.75K+ 18.1% |
$229K - $245K
|
44K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.7K+ 15.2% |
$227K - $243K
|
50.7K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.34K+ 44.36% |
$215K - $230K
|
20.6K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.33K+ 21.21% |
$215K - $230K
|
36.2K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.3K+ 63.34% |
$214K - $228K
|
16.2K
$588K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.18K+ 19.31% |
$210K - $224K
|
38.1K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 17.4% |
$209K - $223K
|
41.5K
$1.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.73KNew |
$194K - $208K
|
5.73K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.69K+ 41.38% |
$193K - $206K
|
19.4K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.42K+ 16.57% |
$184K - $196K
|
38.1K
$1.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.04K+ 27.94% |
$171K - $183K
|
23.1K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.51K+ 9.66% |
$153K - $163K
|
51.2K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.46K+ 4.24% |
$152K - $162K
|
110K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.3K+ 65.74% |
$146K - $156K
|
10.8K
$392K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.79K+ 4.88% |
$129K - $137K
|
81.4K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.69K+ 19.36% |
$125K - $134K
|
22.8K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.59K+ 1.56% |
$122K - $130K
|
234K
$8.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 14.68% |
$120K - $128K
|
27.6K
$999K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.46K+ 9.17% |
$118K - $125K
|
41.2K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.46K+ 11.28% |
$117K - $125K
|
34.1K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.45KNew |
$117K - $125K
|
3.45K
$125K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.2K+ 8.73% |
$109K - $116K
|
39.9K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3K+ 7.93% |
$102K - $109K
|
40.9K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.99KNew |
$102K - $109K
|
2.99K
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96K+ 29.03% |
$101K - $107K
|
13.2K
$476K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
2.84K+ 16.37% |
$96.3K - $103K
|
20.2K
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.21K+ 6.3% |
$74.9K - $79.9K
|
37.2K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.16K+ 7.07% |
$73.4K - $78.4K
|
32.8K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.06K+ 3.03% |
$70K - $74.7K
|
70.2K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.91K+ 10.72% |
$64.7K - $69.1K
|
19.7K
$713K
|