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 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.8K+ 40.96% |
$212K - $233K
|
23.4K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.5K+ 4.2% |
$1.2M - $1.32M
|
955K
$34M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.32% |
$936 - $1.03K
|
9.4K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
174+ 1.24% |
$5.43K - $5.97K
|
14.2K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
327K+ 13.98% |
$10.2M - $11.2M
|
2.67M
$94.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.24K- 10.34% |
$38.7K - $42.6K
|
10.8K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.35K+ 6.78% |
$73.3K - $80.6K
|
37K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.85K+ 13.59% |
$245K - $269K
|
65.6K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115KNew |
$3.59M - $3.96M
|
115K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
429+ 1.24% |
$13.4K - $14.7K
|
35.1K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$317K - $349K
|
10.2K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55+ 0.25% |
$1.72K - $1.89K
|
22.1K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.55K+ 4.52% |
$142K - $156K
|
105K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
67.9K+ 8.98% |
$2.12M - $2.33M
|
823K
$29.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.2KNew |
$317K - $349K
|
10.2K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19K+ 14.33% |
$594K - $654K
|
152K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.23% |
$125 - $137
|
1.76K
$62.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16K+ 37.56% |
$500K - $550K
|
58.7K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
98.9K+ 561.62% |
$3.08M - $3.4M
|
117K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
131KNew |
$4.1M - $4.51M
|
131K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
106+ 0.82% |
$3.31K - $3.64K
|
13.1K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65.4K- 89.29% |
$2.04M - $2.24M
|
7.84K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 1.12% |
$867K - $954K
|
2.5M
$89M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
42.4K+ 214.66% |
$1.32M - $1.46M
|
62.2K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
3.58K+ 43.18% |
$112K - $123K
|
11.9K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.78K+ 1.98% |
$118K - $130K
|
195K
$6.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
481K+ 81.83% |
$15M - $16.5M
|
1.07M
$38M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$320K - $352K
|
10.3K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.63K+ 57.85% |
$269K - $296K
|
23.6K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.42K- 58.96% |
$294K - $324K
|
6.56K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
276+ 3.25% |
$8.61K - $9.48K
|
8.78K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
590+ 7.18% |
$18.4K - $20.3K
|
8.8K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65K+ 944.13% |
$82.7K - $91.1K
|
2.93K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.98K- 4.96% |
$61.6K - $67.8K
|
37.9K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.9KNew |
$435K - $479K
|
13.9K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-367- 2.3% |
$11.4K - $12.6K
|
15.6K
$555K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70+ 2.94% |
$2.18K - $2.4K
|
2.45K
$87.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.6K+ 14.14% |
$1.27M - $1.39M
|
327K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.75KNew |
$85.8K - $94.4K
|
2.75K
$97.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.76M+ 35.72% |
$54.7M - $60.3M
|
6.67M
$237M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.04% |
$312 - $343
|
24.9K
$887K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.72KNew |
$210K - $231K
|
6.72K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 1.32% |
$2.68K - $2.95K
|
6.42K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
962+ 1.39% |
$30K - $33K
|
70.4K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
602+ 5.27% |
$18.8K - $20.7K
|
12K
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.84K+ 2.49% |
$57.3K - $63.1K
|
75.6K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.63K- 5.49% |
$82.2K - $90.4K
|
45.3K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.03K+ 47.67% |
$250K - $275K
|
24.9K
$884K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.79K+ 11.07% |
$212K - $233K
|
68.2K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
675New |
$21.1K - $23.2K
|
675
$24K
|