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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
87+ 7.38% |
$2.95K - $3.15K
|
1.27K
$45K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$2.89K - $3.08K
|
85
$3.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
83New |
$2.82K - $3.01K
|
83
$2.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81New |
$2.75K - $2.94K
|
81
$2.88K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
46+ 0.2% |
$1.56K - $1.67K
|
22.6K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.57% |
$1.53K - $1.63K
|
7.94K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 7.27% |
$1.39K - $1.49K
|
605
$21.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32+ 0.3% |
$1.09K - $1.16K
|
10.7K
$379K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
31+ 0.31% |
$1.05K - $1.12K
|
10.1K
$360K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
29+ 0.35% |
$985 - $1.05K
|
8.21K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.04% |
$849 - $906
|
68.2K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
23+ 0.31% |
$781 - $834
|
7.54K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.14% |
$577 - $616
|
11.8K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16+ 0.57% |
$543 - $580
|
2.83K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.25% |
$509 - $544
|
6.1K
$217K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.12% |
$441 - $471
|
10.5K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13+ 0.02% |
$441 - $471
|
61.1K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 0.57% |
$340 - $362
|
1.77K
$62.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.08% |
$306 - $326
|
11K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.42% |
$170 - $181
|
1.19K
$42.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.06% |
$170 - $181
|
7.71K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$34 - $36.2
|
16.9K
$600K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3- 0.3% |
$102 - $109
|
992
$35.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.02% |
$102 - $109
|
17.3K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-18- 0.05% |
$611 - $652
|
33.3K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 0.01% |
$815 - $870
|
182K
$6.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 0.12% |
$917 - $978
|
22.5K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-45- 1.83% |
$1.53K - $1.63K
|
2.41K
$85.5K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-51- 0.7% |
$1.73K - $1.85K
|
7.28K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-61- 0.41% |
$2.07K - $2.21K
|
14.6K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.28% |
$2.99K - $3.19K
|
31.6K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-98- 0.1% |
$3.33K - $3.55K
|
101K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 1.7% |
$4.99K - $5.33K
|
8.51K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-244- 1.61% |
$8.29K - $8.84K
|
14.9K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-269- 3.43% |
$9.14K - $9.75K
|
7.57K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 3.84% |
$13.6K - $14.5K
|
10K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-413- 3.68% |
$14K - $15K
|
10.8K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-484- 4.96% |
$16.4K - $17.5K
|
9.28K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-535- 6.37% |
$18.2K - $19.4K
|
7.87K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-541- 2.77% |
$18.4K - $19.6K
|
19K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-550- 3.92% |
$18.7K - $19.9K
|
13.5K
$479K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-562- 3.38% |
$19.1K - $20.4K
|
16.1K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-600- 5.35% |
$20.4K - $21.7K
|
10.6K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-716- 1.76% |
$24.3K - $25.9K
|
40.1K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-798- 12.55% |
$27.1K - $28.9K
|
5.56K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-841- 10.73% |
$28.6K - $30.5K
|
7K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.12K- 0.57% |
$37.9K - $40.5K
|
194K
$6.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.38K- 3.24% |
$46.8K - $49.9K
|
41.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 2.22% |
$47.8K - $51K
|
62K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.55K- 8.11% |
$52.6K - $56.2K
|
17.6K
$624K
|