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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
13.3K+ 6.36% |
$399K - $492K
|
223K
$8.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.6K+ 6.79% |
$766K - $945K
|
403K
$15.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-59.3K- 50.1% |
$1.77M - $2.19M
|
59K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.55K+ 6.79% |
$226K - $279K
|
119K
$4.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
42.4KNew |
$1.27M - $1.57M
|
42.4K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.34K- 2.1% |
$40.2K - $49.6K
|
62.6K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.8K+ 124.54% |
$443K - $546K
|
26.7K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.02% |
$359 - $443
|
68.3K
$2.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
297New |
$8.89K - $11K
|
297
$11.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.45K+ 12.97% |
$133K - $164K
|
38.8K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 0.61% |
$4.49K - $5.54K
|
24.6K
$927K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.64K- 6.98% |
$259K - $319K
|
115K
$4.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
34.1KNew |
$1.02M - $1.26M
|
34.1K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.9K+ 12.73% |
$894K - $1.1M
|
264K
$9.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
783+ 3.79% |
$23.4K - $28.9K
|
21.5K
$810K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.7K+ 12.72% |
$349K - $431K
|
103K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.7K- 15.62% |
$320K - $395K
|
57.7K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.3K+ 97.24% |
$399K - $492K
|
27K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.8K+ 11.49% |
$263K - $325K
|
85.4K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.74K+ 15.42% |
$202K - $249K
|
50.4K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.48K- 16.99% |
$74.3K - $91.7K
|
12.1K
$457K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-988- 4.68% |
$29.6K - $36.5K
|
20.1K
$759K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.6K+ 16.87% |
$528K - $652K
|
122K
$4.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 9.33% |
$72.4K - $89.3K
|
28.3K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
136K+ 20.79% |
$4.06M - $5.01M
|
788K
$29.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.15K+ 9.95% |
$154K - $190K
|
56.9K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.33K- 75.28% |
$39.7K - $48.9K
|
435
$16.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-513- 2.88% |
$15.4K - $18.9K
|
17.3K
$653K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.92K- 16.65% |
$207K - $256K
|
34.6K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
6.06K+ 68.17% |
$181K - $224K
|
14.9K
$564K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.18K- 16.77% |
$65.1K - $80.3K
|
10.8K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 8.83% |
$453K - $559K
|
187K
$7.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7.27K+ 14.38% |
$218K - $269K
|
57.9K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
13.7K+ 97.88% |
$410K - $506K
|
27.7K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 23.63% |
$3.14M - $3.87M
|
549K
$20.7M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
894+ 0.91% |
$26.8K - $33K
|
99.4K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.44K- 11.46% |
$43K - $53K
|
11.1K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
220+ 2.77% |
$6.58K - $8.12K
|
8.16K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-806- 0.3% |
$24.1K - $29.8K
|
267K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.78K+ 23.09% |
$53.2K - $65.7K
|
9.48K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-4.1K- 14.05% |
$123K - $151K
|
25.1K
$946K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.06K+ 0.36% |
$31.7K - $39.1K
|
294K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.13K+ 799.51% |
$243K - $300K
|
9.15K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.48K+ 4.57% |
$44.1K - $54.5K
|
33.7K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.8K+ 3.03% |
$862K - $1.06M
|
978K
$36.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 9.14% |
$126K - $156K
|
50.5K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.45K+ 4.59% |
$73.4K - $90.6K
|
55.9K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.69KNew |
$170K - $210K
|
5.69K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
28+ 0.25% |
$838 - $1.03K
|
11.1K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.47K+ 21.48% |
$104K - $128K
|
19.6K
$740K
|