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 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.84K+ 27.03% |
$57.5K - $63.2K
|
8.66K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222K+ 14.03% |
$6.91M - $7.61M
|
1.8M
$64.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.69K+ 24.35% |
$83.8K - $92.2K
|
13.7K
$488K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.3K+ 7.05% |
$477K - $525K
|
232K
$8.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.2K+ 115.84% |
$724K - $797K
|
43.3K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.4K+ 16.48% |
$1.85M - $2.04M
|
420K
$14.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
531+ 5.49% |
$16.6K - $18.2K
|
10.2K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 9.8% |
$38.3K - $42.2K
|
13.8K
$489K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.41K+ 0.64% |
$44.1K - $48.5K
|
222K
$7.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 1.18% |
$37.4K - $41.2K
|
101K
$3.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 10.82% |
$68.5K - $75.4K
|
22.5K
$800K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.1% |
$31.2 - $34.3
|
995
$35.4K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$62.4 - $68.7
|
7.71K
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.09KNew |
$190K - $209K
|
6.09K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.51K+ 62.69% |
$172K - $189K
|
14.3K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.26K+ 40.86% |
$164K - $180K
|
18.1K
$644K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 76.63% |
$596K - $656K
|
44K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
61.4K+ 24.35% |
$1.91M - $2.11M
|
313K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 2.31% |
$414K - $456K
|
563K
$20M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-577- 6.81% |
$18K - $19.8K
|
7.89K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
354K+ 72.73% |
$11.1M - $12.2M
|
842K
$29.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.9K+ 31.32% |
$277K - $305K
|
37.3K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.05K+ 11.69% |
$63.9K - $70.3K
|
19.6K
$696K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213K+ 3317.3% |
$6.63M - $7.3M
|
219K
$7.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.08% |
$31.2 - $34.3
|
1.18K
$42K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
54.7K+ 653.94% |
$1.71M - $1.88M
|
63.1K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.93K+ 23.24% |
$91.4K - $101K
|
15.5K
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
273K+ 13.17% |
$8.51M - $9.37M
|
2.35M
$83.4M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50.6K+ 25.62% |
$1.58M - $1.74M
|
248K
$8.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
402K+ 18.16% |
$12.5M - $13.8M
|
2.61M
$92.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.4K+ 0.37% |
$200K - $220K
|
1.72M
$61.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9K+ 78.74% |
$281K - $309K
|
20.4K
$726K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.98K+ 1.0% |
$249K - $274K
|
808K
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
75.4K+ 39.27% |
$2.35M - $2.59M
|
268K
$9.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.47K+ 25.75% |
$264K - $291K
|
41.3K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.7KNew |
$365K - $402K
|
11.7K
$416K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.52K+ 10.56% |
$110K - $121K
|
36.8K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
441+ 0.63% |
$13.8K - $15.1K
|
69.9K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35KNew |
$1.09M - $1.2M
|
35K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
50.7KNew |
$1.58M - $1.74M
|
50.7K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1KNew |
$378K - $416K
|
12.1K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-2.02K- 2.41% |
$62.9K - $69.2K
|
81.8K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
774+ 1.01% |
$24.1K - $26.6K
|
77.6K
$2.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
13.8KNew |
$431K - $474K
|
13.8K
$491K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.61K+ 14.36% |
$144K - $158K
|
36.7K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$93.6 - $103
|
11.2K
$399K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
501+ 4.79% |
$15.6K - $17.2K
|
11K
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
603KNew |
$18.8M - $20.7M
|
603K
$21.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.17K+ 14.6% |
$130K - $143K
|
32.7K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.72K+ 36.81% |
$116K - $128K
|
13.8K
$492K
|