Latest Institutional Transactions on Capital Group Core Equity ETF (CGUS)
This table provides information on the latest institutional transactions involving Capital Group Core Equity ETF (CGUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
952+ 13.39% |
$32.3K - $34.5K
|
8.06K
$277K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
128+ 0.58% |
$4.35K - $4.64K
|
22.2K
$763K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
982New |
$33.3K - $35.6K
|
982
$33.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34.4K+ 58.66% |
$1.17M - $1.25M
|
93.1K
$3.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
434New |
$14.7K - $15.7K
|
434
$14.9K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.12% |
$441 - $471
|
10.5K
$360K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
179KNew |
$6.07M - $6.48M
|
179K
$6.14M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-562- 3.38% |
$19.1K - $20.4K
|
16.1K
$552K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.3KNew |
$350K - $374K
|
10.3K
$354K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
31+ 0.31% |
$1.05K - $1.12K
|
10.1K
$348K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.42K- 2.6% |
$218K - $233K
|
241K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.8K+ 4.38% |
$1.42M - $1.52M
|
997K
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
108KNew |
$3.68M - $3.93M
|
108K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-45- 1.83% |
$1.53K - $1.63K
|
2.41K
$82.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32+ 0.3% |
$1.09K - $1.16K
|
10.7K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38.9K+ 14.26% |
$1.32M - $1.41M
|
312K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
392K+ 29.9% |
$13.3M - $14.2M
|
1.7M
$58.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
147KNew |
$4.99M - $5.32M
|
147K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
78.6K+ 10.81% |
$2.67M - $2.85M
|
806K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.7K+ 222.14% |
$1.35M - $1.44M
|
57.6K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.9KNew |
$370K - $395K
|
10.9K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 1.86% |
$106K - $113K
|
170K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
83New |
$2.82K - $3.01K
|
83
$2.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.04M- 88.98% |
$35.4M - $37.8M
|
129K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 183.43% |
$1.28M - $1.36M
|
58.1K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
207K+ 11.5% |
$7.03M - $7.51M
|
2.01M
$69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.6K+ 14.45% |
$1.21M - $1.29M
|
282K
$9.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.61K+ 17.7% |
$123K - $131K
|
24K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
391+ 3.08% |
$13.3K - $14.2K
|
13.1K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 2.22% |
$47.8K - $51K
|
62K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-550- 3.92% |
$18.7K - $19.9K
|
13.5K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.83K+ 1.5% |
$62.2K - $66.4K
|
124K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.33K+ 13.04% |
$113K - $121K
|
28.9K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
28.3K+ 12.43% |
$960K - $1.02M
|
256K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.2K+ 19.16% |
$1.64M - $1.75M
|
300K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.01K+ 34.19% |
$102K - $109K
|
11.8K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.79K+ 50.36% |
$129K - $137K
|
11.3K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
978K+ 32.24% |
$33.2M - $35.5M
|
4.01M
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
258KNew |
$8.76M - $9.35M
|
258K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-45.3K- 19.79% |
$1.54M - $1.64M
|
183K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.3K+ 4.32% |
$2.25M - $2.4M
|
1.6M
$54.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30.6K+ 43.5% |
$1.04M - $1.11M
|
101K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.03K+ 1.9% |
$68.9K - $73.5K
|
109K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.97K+ 4.34% |
$66.8K - $71.2K
|
47.3K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
204K+ 5.42% |
$6.92M - $7.38M
|
3.96M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-18- 0.05% |
$611 - $652
|
33.3K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.85KNew |
$96.8K - $103K
|
2.85K
$97.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 38.29% |
$481K - $513K
|
51.1K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
34.1KNew |
$1.16M - $1.24M
|
34.1K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.6K+ 11.69% |
$54.4K - $58K
|
15.3K
$525K
|