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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.58K- 3.42% |
$87.8K - $93.6K
|
73K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.65K- 1.35% |
$90K - $96K
|
194K
$6.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.31K- 2.18% |
$112K - $120K
|
149K
$5.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.51K- 12.36% |
$187K - $200K
|
39K
$1.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.42K- 2.6% |
$218K - $233K
|
241K
$8.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21.2K- 57.51% |
$719K - $768K
|
15.7K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-24.6K- 67.89% |
$835K - $891K
|
11.6K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.6K- 63.9% |
$939K - $1M
|
15.6K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-45.3K- 19.79% |
$1.54M - $1.64M
|
183K
$6.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-96.2K- 9.08% |
$3.27M - $3.49M
|
964K
$34.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132K- 99.89% |
$4.5M - $4.8M
|
149
$5.29K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-212K- 96.64% |
$7.19M - $7.67M
|
7.36K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-351K- 22.51% |
$11.9M - $12.7M
|
1.21M
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.04M- 88.98% |
$35.4M - $37.8M
|
129K
$4.59M
|