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
|
Lantz Financial LLC
|
BUY
|
- |
2.66K+ 8.21% |
$82.9K - $91.3K
|
35K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.7K+ 7.77% |
$84.1K - $92.6K
|
37.4K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.72K+ 22.06% |
$116K - $128K
|
20.6K
$731K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1K+ 14.82% |
$534K - $587K
|
133K
$4.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$57.6K - $63.4K
|
1.85K
$65.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
493+ 4.86% |
$15.4K - $16.9K
|
10.6K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-191- 2.84% |
$5.96K - $6.56K
|
6.53K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.1KNew |
$409K - $451K
|
13.1K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
2.19K+ 14.5% |
$68.4K - $75.3K
|
17.3K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 0.25% |
$1.4K - $1.54K
|
17.8K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
19.5K+ 32.75% |
$609K - $670K
|
79.1K
$2.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$74.5K - $81.9K
|
2.39K
$84.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 0.13% |
$842 - $927
|
20.4K
$724K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60+ 2.18% |
$1.87K - $2.06K
|
2.82K
$99.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-161- 0.84% |
$5.02K - $5.53K
|
19.1K
$678K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.46K+ 6.4% |
$76.6K - $84.3K
|
40.8K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
719+ 5.14% |
$22.4K - $24.7K
|
14.7K
$522K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 12.18% |
$362K - $398K
|
107K
$3.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
82+ 0.7% |
$2.56K - $2.82K
|
11.7K
$417K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.1K- 87.34% |
$2.09M - $2.3M
|
9.73K
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.3K+ 84.36% |
$539K - $593K
|
37.7K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.01% |
$312 - $343
|
68.2K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-516K- 61.53% |
$16.1M - $17.7M
|
323K
$11.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$245K - $269K
|
7.84K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
186+ 0.52% |
$5.8K - $6.39K
|
36K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-720- 4.2% |
$22.5K - $24.7K
|
16.4K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.16% |
$405 - $446
|
8.18K
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 6.18% |
$357K - $393K
|
197K
$6.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.2K- 2.63% |
$37.5K - $41.3K
|
44.5K
$1.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.88K+ 37.03% |
$152K - $167K
|
18K
$641K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
702+ 4.59% |
$21.9K - $24.1K
|
16K
$567K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.09K+ 5.73% |
$128K - $140K
|
75.5K
$2.68M
|
|
| Q2 2024 | |||||||
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
6.94KNew |
$206K - $225K
|
6.94K
$246K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$267 - $292
|
9
$319
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-17K- 60.05% |
$504K - $551K
|
11.3K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 91.53% |
$43.3K - $47.3K
|
135
$4.79K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$436K - $476K
|
14.7K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-104K- 83.24% |
$3.09M - $3.37M
|
20.9K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
77.4K+ 20.49% |
$2.3M - $2.51M
|
455K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.56K- 89.54% |
$254K - $278K
|
1K
$35.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55KNew |
$1.63M - $1.78M
|
55K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
900New |
$26.7K - $29.2K
|
900
$31.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
148K+ 55.08% |
$4.39M - $4.79M
|
416K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.39K+ 2.3% |
$160K - $175K
|
240K
$8.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-163- 0.74% |
$4.84K - $5.29K
|
21.7K
$771K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.96KNew |
$266K - $291K
|
8.96K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.73K- 46.68% |
$140K - $153K
|
5.4K
$192K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
409New |
$12.2K - $13.3K
|
409
$14.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 11.05% |
$44.8K - $48.9K
|
12.1K
$430K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
374New |
$11.1K - $12.1K
|
374
$13.3K
|
|