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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.7K+ 7.77% |
$84.1K - $92.6K
|
37.4K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.72K+ 22.06% |
$116K - $128K
|
20.6K
$704K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$74.5K - $81.9K
|
2.39K
$81.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 0.13% |
$842 - $927
|
20.4K
$697K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60+ 2.18% |
$1.87K - $2.06K
|
2.82K
$96.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-161- 0.84% |
$5.02K - $5.53K
|
19.1K
$653K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
82+ 0.7% |
$2.56K - $2.82K
|
11.7K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.46K+ 6.4% |
$76.6K - $84.3K
|
40.8K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 12.18% |
$362K - $398K
|
107K
$3.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
719+ 5.14% |
$22.4K - $24.7K
|
14.7K
$503K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.1K- 87.34% |
$2.09M - $2.3M
|
9.73K
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.3K+ 84.36% |
$539K - $593K
|
37.7K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-516K- 61.53% |
$16.1M - $17.7M
|
323K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$245K - $269K
|
7.84K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
186+ 0.52% |
$5.8K - $6.39K
|
36K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.01% |
$312 - $343
|
68.2K
$2.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 6.18% |
$357K - $393K
|
197K
$6.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.16% |
$405 - $446
|
8.18K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-720- 4.2% |
$22.5K - $24.7K
|
16.4K
$562K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.88K+ 37.03% |
$152K - $167K
|
18K
$617K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.2K- 2.63% |
$37.5K - $41.3K
|
44.5K
$1.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.09K+ 5.73% |
$128K - $140K
|
75.5K
$2.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
702+ 4.59% |
$21.9K - $24.1K
|
16K
$546K
|
|
| Q2 2024 | |||||||
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
419+ 3.34% |
$12.5K - $13.6K
|
13K
$443K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 1306.19% |
$62.8M - $68.5M
|
2.27M
$77.7M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
6.94KNew |
$206K - $225K
|
6.94K
$237K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
14.2K+ 1.92% |
$421K - $460K
|
754K
$25.8M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.35K+ 17.32% |
$189K - $206K
|
43K
$1.47M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155K+ 7.11% |
$4.61M - $5.04M
|
2.34M
$79.9M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
12.7K+ 13.92% |
$379K - $413K
|
104K
$3.56M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$267 - $292
|
9
$308
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-17K- 60.05% |
$504K - $551K
|
11.3K
$386K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.67K+ 333.91% |
$109K - $119K
|
4.77K
$163K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.63K+ 14.79% |
$48.6K - $53K
|
12.7K
$433K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
270K+ 12.26% |
$8.03M - $8.77M
|
2.47M
$84.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
197K+ 44.39% |
$5.87M - $6.41M
|
642K
$21.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56.5K+ 23.29% |
$1.68M - $1.83M
|
299K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.34K+ 1.78% |
$99.4K - $108K
|
191K
$6.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 56.96% |
$298K - $325K
|
27.6K
$943K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
211K+ 22.41% |
$6.27M - $6.85M
|
1.15M
$39.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 91.53% |
$43.3K - $47.3K
|
135
$4.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
939+ 6.24% |
$27.9K - $30.5K
|
16K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
19+ 0.12% |
$565 - $617
|
16.5K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
205+ 2.67% |
$6.09K - $6.65K
|
7.89K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16M+ 1661.49% |
$34.4M - $37.6M
|
1.23M
$42M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.6KNew |
$2.84M - $3.1M
|
95.6K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
200K+ 14.91% |
$5.94M - $6.49M
|
1.54M
$52.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-122K- 85.31% |
$3.62M - $3.95M
|
20.9K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$436K - $476K
|
14.7K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.63K+ 41.49% |
$108K - $118K
|
12.4K
$423K
|
|