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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
176New |
$5.82K - $6.45K
|
176
$6.64K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.05K+ 82.86% |
$34.7K - $38.4K
|
2.32K
$87.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.85K+ 15.25% |
$94.1K - $104K
|
21.5K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299K+ 11.31% |
$9.9M - $11M
|
2.95M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
121K+ 13.79% |
$4.01M - $4.44M
|
1M
$37.7M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.95K+ 14.89% |
$64.4K - $71.3K
|
15K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85.6K+ 36.21% |
$2.83M - $3.14M
|
322K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.3K+ 6.66% |
$837K - $927K
|
405K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-70.1K- 27.41% |
$2.32M - $2.57M
|
186K
$7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 30.78% |
$412K - $456K
|
52.9K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.49K+ 16.74% |
$181K - $201K
|
38.2K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
253KNew |
$8.36M - $9.25M
|
253K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-185K- 20.09% |
$6.14M - $6.79M
|
738K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.85K+ 5.1% |
$61K - $67.6K
|
38K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.85K+ 37.54% |
$127K - $141K
|
14.1K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
89.6K+ 11.12% |
$2.96M - $3.28M
|
895K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-295- 0.48% |
$9.76K - $10.8K
|
61.7K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
370K+ 7.64% |
$12.2M - $13.6M
|
5.22M
$197M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10.7K+ 16.09% |
$353K - $390K
|
76.9K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-170- 0.62% |
$5.62K - $6.23K
|
27.4K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
103+ 0.67% |
$3.41K - $3.77K
|
15.4K
$581K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
327K+ 8.26% |
$10.8M - $12M
|
4.29M
$162M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
23.1K+ 21.03% |
$763K - $845K
|
133K
$5.01M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.97K- 6.42% |
$65K - $72K
|
28.6K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.31K+ 8.43% |
$143K - $158K
|
55.4K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-64- 0.19% |
$2.12K - $2.34K
|
33.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
57K+ 18.29% |
$1.89M - $2.09M
|
369K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
948+ 4.82% |
$31.4K - $34.7K
|
20.6K
$778K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-77- 6.64% |
$2.55K - $2.82K
|
1.08K
$40.8K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$463 - $513
|
35.1K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 13.66% |
$465K - $515K
|
117K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
98.5K+ 898.2% |
$3.26M - $3.61M
|
110K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 8.18% |
$6.52K - $7.21K
|
2.61K
$98.3K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
970+ 5.93% |
$32.1K - $35.5K
|
17.3K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
434K+ 15.8% |
$14.4M - $15.9M
|
3.18M
$120M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 3.85% |
$442K - $489K
|
360K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
32+ 0.09% |
$1.06K - $1.17K
|
34K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
292K+ 113.12% |
$9.65M - $10.7M
|
550K
$20.7M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 8.43% |
$1.69K - $1.87K
|
656
$24.8K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
31+ 1.75% |
$1.03K - $1.14K
|
1.8K
$67.9K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.3KNew |
$406K - $449K
|
12.3K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.3K+ 20.74% |
$672K - $744K
|
118K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
130+ 1.22% |
$4.3K - $4.76K
|
10.8K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80New |
$2.65K - $2.93K
|
80
$3.02K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.5K- 5.63% |
$809K - $896K
|
410K
$15.5M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.27K+ 57.54% |
$207K - $230K
|
17.2K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
3.32K+ 1.15% |
$110K - $122K
|
293K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64K+ 68.78% |
$2.12M - $2.34M
|
157K
$5.93M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.7K+ 37.12% |
$355K - $393K
|
39.6K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.61M+ 60.83% |
$186M - $206M
|
14.8M
$560M
|