Purchases and Sales Made in Q4 2024 in Capital Group Core Equity ETF (CGUS)

CGUS Quotes by TradingView

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 24, 2025 Q4 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.65K
+ 11.82%
$56K - $59.8K
15.6K $565K
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
1.53K
+ 12.62%
$51.9K - $55.4K
13.6K $494K
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
1.48K
+ 24.86%
$50.3K - $53.7K
7.44K $269K
Jan 14, 2025 Q4 2024
Kmg Fiduciary Partners, LLC

BUY
 -
1.47K
+ 2.89%
$49.8K - $53.1K
52.2K $1.89M
Feb 04, 2025 Q4 2024
Nwam LLC

Mercer Island, WA
BUY
 -
1.46K
+ 14.39%
$49.6K - $53K
11.6K $421K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
1.44K
New
$48.7K - $52K
1.44K $51.9K
Jan 27, 2025 Q4 2024
Trilogy Capital Inc.

BUY
 -
1.27K
+ 10.85%
$43.1K - $46K
13K $469K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
1.18K
New
$40K - $42.7K
1.18K $42.6K
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
1.16K
New
$39.4K - $42K
1.16K $42K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
1.14K
+ 110.97%
$38.8K - $41.4K
2.17K $78.7K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
897
+ 6.08%
$30.5K - $32.5K
15.7K $567K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
854
+ 3.51%
$29K - $30.9K
25.2K $912K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
715
+ 5.17%
$24.3K - $25.9K
14.5K $527K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
710
+ 10.82%
$24.1K - $25.7K
7.27K $263K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
574
New
$19.5K - $20.8K
574 $20.8K
Jan 30, 2025 Q4 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
573
+ 4.36%
$19.5K - $20.8K
13.7K $496K
Feb 04, 2025 Q4 2024
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
520
New
$17.7K - $18.8K
520 $18.8K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
518
+ 19.89%
$17.6K - $18.8K
3.12K $113K
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

BUY
 -
495
+ 3.19%
$16.8K - $17.9K
16K $580K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
430
+ 21.13%
$14.6K - $15.6K
2.47K $89.2K
Feb 10, 2025 Q4 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
412
+ 2.08%
$14K - $14.9K
20.2K $731K
Feb 04, 2025 Q4 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
385
+ 2.41%
$13.1K - $14K
16.4K $593K
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
376
+ 0.6%
$12.8K - $13.6K
63.5K $2.3M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
349
+ 1.72%
$11.9K - $12.6K
20.7K $749K
Jan 28, 2025 Q4 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
325
+ 2.7%
$11K - $11.8K
12.4K $447K
Jan 29, 2025 Q4 2024
Beacon Financial Group

BUY
 -
319
+ 2.69%
$10.8K - $11.6K
12.2K $441K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
306
New
$10.4K - $11.1K
306 $11.1K
Jan 22, 2025 Q4 2024
Tru Independence LLC

BUY
 -
277
+ 2.22%
$9.41K - $10K
12.8K $462K
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
250
+ 1.52%
$8.49K - $9.06K
16.7K $604K
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
131
+ 1.0%
$4.45K - $4.75K
13.2K $478K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
123
New
$4.18K - $4.46K
123 $4.45K
Feb 03, 2025 Q4 2024
Wealth Care Investment Partners, LLC

BUY
 -
110
+ 0.31%
$3.74K - $3.99K
36.1K $1.31M
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
85
New
$2.89K - $3.08K
85 $3.08K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
81
New
$2.75K - $2.94K
81 $2.93K
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
46
+ 0.2%
$1.56K - $1.67K
22.6K $817K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
45
+ 0.57%
$1.53K - $1.63K
7.94K $287K
Jan 06, 2025 Q4 2024
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
29
+ 0.35%
$985 - $1.05K
8.21K $297K
Jan 17, 2025 Q4 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
25
+ 0.04%
$849 - $906
68.2K $2.47M
Jan 17, 2025 Q4 2024
Octavia Wealth Advisors, LLC

BUY
 -
17
+ 0.14%
$577 - $616
11.8K $426K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
16
+ 0.57%
$543 - $580
2.83K $103K
Jan 30, 2025 Q4 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
13
+ 0.02%
$441 - $471
61.1K $2.21M
Feb 11, 2025 Q4 2024
Clear Investment Research, LLC

BUY
 -
10
+ 0.57%
$340 - $362
1.77K $64K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
9
+ 0.08%
$306 - $326
11K $397K
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
5
+ 0.42%
$170 - $181
1.19K $42.9K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
5
+ 0.06%
$170 - $181
7.71K $279K
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
1
+ 0.01%
$34 - $36.2
16.9K $611K
Jan 28, 2025 Q4 2024
Barrett & Company, Inc.

Providence, RI
SELL
 -
-3
- 0.3%
$102 - $109
992 $35.9K
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

SELL
 -
-24
- 0.01%
$815 - $870
182K $6.59M
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-27
- 0.12%
$917 - $978
22.5K $813K

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