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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.96KNew |
$186K - $205K
|
5.96K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.6K- 12.48% |
$49.9K - $54.9K
|
11.2K
$384K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
109K+ 866.27% |
$3.4M - $3.74M
|
122K
$4.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
47.5KNew |
$1.48M - $1.63M
|
47.5K
$1.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.47K+ 0.6% |
$139K - $153K
|
750K
$25.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21.3K+ 52.76% |
$665K - $732K
|
61.7K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.77K+ 58.25% |
$211K - $232K
|
18.4K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13.1K+ 42.83% |
$408K - $449K
|
43.6K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 10.54% |
$35.9K - $39.5K
|
9.77K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.3K+ 134.39% |
$354K - $389K
|
19.8K
$676K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.35% |
$3.43K - $3.78K
|
31.7K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.5K+ 4.57% |
$484K - $533K
|
355K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.57K+ 12.91% |
$48.8K - $53.8K
|
13.7K
$468K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 10.04% |
$707K - $778K
|
248K
$8.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300+ 80.0% |
$9.36K - $10.3K
|
675
$23.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
407+ 2.15% |
$12.7K - $14K
|
19.3K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.9K- 35.89% |
$809K - $891K
|
46.3K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.96K+ 18.36% |
$155K - $170K
|
32K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.2K+ 16.56% |
$99.9K - $110K
|
22.5K
$770K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 52.94% |
$314K - $346K
|
29.1K
$995K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$326K - $359K
|
10.5K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.41KNew |
$262K - $289K
|
8.41K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.24K+ 7.62% |
$195K - $214K
|
88.1K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
353KNew |
$11M - $12.1M
|
353K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
444+ 1.47% |
$13.8K - $15.2K
|
30.6K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-741- 6.93% |
$23.1K - $25.4K
|
9.95K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16.6K+ 37.18% |
$517K - $569K
|
61.1K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-554- 3.53% |
$17.3K - $19K
|
15.1K
$517K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
530+ 7.79% |
$16.5K - $18.2K
|
7.33K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.2K+ 10.63% |
$568K - $626K
|
190K
$6.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222K+ 14.03% |
$6.91M - $7.61M
|
1.8M
$61.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.84K+ 27.03% |
$57.5K - $63.2K
|
8.66K
$296K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.69K+ 1.5% |
$83.8K - $92.2K
|
182K
$6.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.69K+ 24.35% |
$83.8K - $92.2K
|
13.7K
$469K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.2K+ 115.84% |
$724K - $797K
|
43.3K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.4K+ 16.48% |
$1.85M - $2.04M
|
420K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.3K+ 7.05% |
$477K - $525K
|
232K
$7.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.1% |
$31.2 - $34.3
|
995
$34K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.41K+ 0.64% |
$44.1K - $48.5K
|
222K
$7.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 10.82% |
$68.5K - $75.4K
|
22.5K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 1.18% |
$37.4K - $41.2K
|
101K
$3.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
531+ 5.49% |
$16.6K - $18.2K
|
10.2K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$62.4 - $68.7
|
7.71K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.09KNew |
$190K - $209K
|
6.09K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.51K+ 62.69% |
$172K - $189K
|
14.3K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 9.8% |
$38.3K - $42.2K
|
13.8K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-577- 6.81% |
$18K - $19.8K
|
7.89K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
61.4K+ 24.35% |
$1.91M - $2.11M
|
313K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 76.63% |
$596K - $656K
|
44K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.26K+ 40.86% |
$164K - $180K
|
18.1K
$619K
|