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 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
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
28+ 0.25% |
$838 - $1.03K
|
11.1K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.69KNew |
$170K - $210K
|
5.69K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.08KNew |
$32.2K - $39.7K
|
1.08K
$40.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
205+ 1.59% |
$6.14K - $7.57K
|
13.1K
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.17K- 13.43% |
$35.1K - $43.3K
|
7.55K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2.91K+ 9.89% |
$87.2K - $108K
|
32.4K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
236+ 2.03% |
$7.06K - $8.72K
|
11.8K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
898+ 10.59% |
$26.9K - $33.2K
|
9.37K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
15.9K+ 17.24% |
$475K - $587K
|
108K
$4.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 11.1% |
$327K - $404K
|
109K
$4.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$958 - $1.18K
|
32
$1.21K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.3K+ 57.26% |
$248K - $306K
|
22.8K
$860K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.32K+ 33.51% |
$129K - $160K
|
17.2K
$650K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.16K+ 12.99% |
$184K - $228K
|
53.6K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.89K- 0.49% |
$56.4K - $69.6K
|
381K
$14.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.07K+ 7.65% |
$91.9K - $113K
|
43.2K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
557New |
$16.7K - $20.6K
|
557
$21K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
2.23KNew |
$66.9K - $82.5K
|
2.23K
$84.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.91K+ 7.68% |
$57.1K - $70.5K
|
26.7K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.32K+ 10.81% |
$129K - $159K
|
44.3K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-228K- 46.54% |
$6.84M - $8.44M
|
262K
$9.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.44K- 1.09% |
$223K - $275K
|
674K
$25.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.03% |
$89.8 - $111
|
8.98K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26.6K- 12.64% |
$797K - $983K
|
184K
$6.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40+ 0.24% |
$1.2K - $1.48K
|
16.7K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.6K+ 7.64% |
$138K - $170K
|
64.9K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.77K- 3.49% |
$52.9K - $65.2K
|
48.8K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 26.97% |
$794K - $980K
|
125K
$4.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 8.03% |
$391K - $483K
|
176K
$6.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
210+ 0.5% |
$6.29K - $7.76K
|
41.9K
$1.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-30- 0.18% |
$898 - $1.11K
|
16.9K
$636K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-775- 9.45% |
$23.2K - $28.6K
|
7.43K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.23K+ 24.02% |
$36.8K - $45.5K
|
6.36K
$240K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.2K+ 35.15% |
$305K - $376K
|
39.2K
$1.48M
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 2.15% |
$44.5K - $49.2K
|
63.9K
$2.41M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-963- 11.95% |
$31.9K - $35.3K
|
7.1K
$268K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.2M- 45.51% |
$72.8M - $80.6M
|
2.63M
$99.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.19KNew |
$205K - $227K
|
6.19K
$233K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13.9K- 46.47% |
$461K - $510K
|
16.1K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
69.8K+ 7.0% |
$2.31M - $2.56M
|
1.07M
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
950+ 10.52% |
$31.4K - $34.8K
|
9.98K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
384KNew |
$12.7M - $14.1M
|
384K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.5K+ 66.22% |
$810K - $897K
|
61.5K
$2.32M
|
|