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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65K+ 944.13% |
$82.7K - $91.1K
|
2.93K
$104K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.3KNew |
$635K - $699K
|
20.3K
$722K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33.3K- 65.81% |
$1.04M - $1.14M
|
17.3K
$613K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51.7K- 17.27% |
$1.61M - $1.77M
|
247K
$8.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142K+ 9.24% |
$4.44M - $4.89M
|
1.68M
$59.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.5K- 3.55% |
$140K - $155K
|
122K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5+ 0.04% |
$156 - $172
|
12.7K
$450K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 5.59% |
$612K - $674K
|
331K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.35K+ 19.37% |
$167K - $183K
|
32.9K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132K+ 20.56% |
$4.12M - $4.54M
|
774K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.82K+ 10.28% |
$275K - $303K
|
94.6K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.95K+ 28.33% |
$123K - $136K
|
17.9K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.6K- 33.79% |
$2.23M - $2.46M
|
140K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.66K+ 38.25% |
$208K - $228K
|
24.1K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
709+ 220.87% |
$22.1K - $24.3K
|
1.03K
$36.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-92.9K- 12.14% |
$2.9M - $3.19M
|
672K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.25K+ 12.23% |
$101K - $112K
|
29.9K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
58.9K+ 8.81% |
$1.84M - $2.02M
|
727K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.8K+ 6.9% |
$711K - $783K
|
353K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
564New |
$17.6K - $19.4K
|
564
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.4K- 4.86% |
$1.35M - $1.49M
|
851K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.45K+ 0.64% |
$45.2K - $49.7K
|
229K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14M+ 3664.22% |
$35.6M - $39.1M
|
1.17M
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
156K+ 163.1% |
$4.86M - $5.35M
|
252K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
305K+ 24.84% |
$9.52M - $10.5M
|
1.53M
$54.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.42K- 2.15% |
$169K - $186K
|
247K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.01KNew |
$187K - $206K
|
6.01K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$639K - $704K
|
20.5K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
160K+ 13.87% |
$4.99M - $5.49M
|
1.31M
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
273KNew |
$8.51M - $9.37M
|
273K
$9.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.53K+ 35.96% |
$235K - $259K
|
28.5K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
761K+ 33.5% |
$23.7M - $26.1M
|
3.03M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.14% |
$437 - $481
|
10.1K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.75K+ 57.64% |
$85.8K - $94.4K
|
7.52K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
100+ 0.61% |
$3.12K - $3.43K
|
16.6K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-5.29K- 81.77% |
$165K - $182K
|
1.18K
$41.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
381K+ 21.81% |
$11.9M - $13.1M
|
2.13M
$75.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3K+ 42.89% |
$602K - $663K
|
64.3K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234K+ 28.29% |
$7.29M - $8.02M
|
1.06M
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
20K+ 149.06% |
$623K - $685K
|
33.4K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
140K+ 3.86% |
$4.35M - $4.79M
|
3.76M
$133M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-848- 10.14% |
$26.4K - $29.1K
|
7.52K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
160+ 0.1% |
$4.99K - $5.49K
|
167K
$5.92M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.9K+ 5.08% |
$620K - $683K
|
412K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87K+ 28.23% |
$58.3K - $64.1K
|
8.49K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1K+ 130.55% |
$31.2K - $34.3K
|
1.77K
$62.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
14.5K+ 13.87% |
$451K - $496K
|
119K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.14K+ 48.82% |
$191K - $211K
|
18.7K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.7K+ 4.33% |
$2.02M - $2.22M
|
1.56M
$55.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
32.5K+ 16.69% |
$1.01M - $1.12M
|
227K
$8.07M
|