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 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-430- 1.0% |
$13.4K - $14.8K
|
42.6K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
781K+ 13.26% |
$24.4M - $26.8M
|
6.67M
$237M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.1K+ 34.88% |
$534K - $588K
|
66.3K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.53K+ 18.01% |
$172K - $190K
|
36.2K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
100+ 1.6% |
$3.12K - $3.43K
|
6.36K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
500+ 5.04% |
$15.6K - $17.2K
|
10.4K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-6.75K- 0.9% |
$211K - $232K
|
747K
$26.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 4.2% |
$86.7K - $95.4K
|
63.4K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-433- 1.67% |
$13.5K - $14.9K
|
25.6K
$907K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.4KNew |
$231K - $254K
|
7.4K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 8.63% |
$87.5K - $96.3K
|
35.3K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.62K+ 41.76% |
$175K - $193K
|
19.1K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.41K- 1.46% |
$106K - $117K
|
230K
$8.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.04K+ 30.28% |
$94.8K - $104K
|
13.1K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1K+ 2.19% |
$31.2K - $34.3K
|
46.7K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67.8K+ 21.18% |
$2.11M - $2.33M
|
388K
$13.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
1.34K+ 12.02% |
$41.8K - $46K
|
12.5K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.73K+ 9.78% |
$85K - $93.6K
|
30.6K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
47.5KNew |
$1.48M - $1.63M
|
47.5K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
109K+ 866.27% |
$3.4M - $3.74M
|
122K
$4.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.6K- 12.48% |
$49.9K - $54.9K
|
11.2K
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.96KNew |
$186K - $205K
|
5.96K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.47K+ 0.6% |
$139K - $153K
|
750K
$26.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-75.6K- 83.67% |
$2.36M - $2.6M
|
14.8K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 10.54% |
$35.9K - $39.5K
|
9.77K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.5K+ 4.57% |
$484K - $533K
|
355K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.77K+ 58.25% |
$211K - $232K
|
18.4K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13.1K+ 42.83% |
$408K - $449K
|
43.6K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21.3K+ 52.76% |
$665K - $732K
|
61.7K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.3K+ 134.39% |
$354K - $389K
|
19.8K
$702K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.35% |
$3.43K - $3.78K
|
31.7K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
407+ 2.15% |
$12.7K - $14K
|
19.3K
$686K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300+ 80.0% |
$9.36K - $10.3K
|
675
$24K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 10.04% |
$707K - $778K
|
248K
$8.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.57K+ 12.91% |
$48.8K - $53.8K
|
13.7K
$486K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.9K- 35.89% |
$809K - $891K
|
46.3K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$326K - $359K
|
10.5K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.96K+ 18.36% |
$155K - $170K
|
32K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.2K+ 16.56% |
$99.9K - $110K
|
22.5K
$800K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 52.94% |
$314K - $346K
|
29.1K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.41KNew |
$262K - $289K
|
8.41K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.24K+ 7.62% |
$195K - $214K
|
88.1K
$3.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
353KNew |
$11M - $12.1M
|
353K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
444+ 1.47% |
$13.8K - $15.2K
|
30.6K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-741- 6.93% |
$23.1K - $25.4K
|
9.95K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16.6K+ 37.18% |
$517K - $569K
|
61.1K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-554- 3.53% |
$17.3K - $19K
|
15.1K
$537K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
530+ 7.79% |
$16.5K - $18.2K
|
7.33K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.2K+ 10.63% |
$568K - $626K
|
190K
$6.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.69K+ 1.5% |
$83.8K - $92.2K
|
182K
$6.46M
|