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 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.65K+ 7.35% |
$121K - $134K
|
53.3K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200New |
$6.62K - $7.32K
|
200
$7.55K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.19K+ 239.02% |
$172K - $190K
|
7.37K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.17K+ 40.5% |
$270K - $299K
|
28.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-657- 4.18% |
$21.7K - $24.1K
|
15.1K
$569K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 2.22% |
$67.4K - $74.6K
|
93.7K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.61K- 6.31% |
$152K - $169K
|
68.4K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.03K+ 38.06% |
$166K - $184K
|
18.2K
$688K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
27+ 0.39% |
$893 - $989
|
6.88K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
19.8K+ 5.79% |
$656K - $726K
|
362K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
780K+ 25.45% |
$25.8M - $28.5M
|
3.84M
$145M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
161+ 2.16% |
$5.33K - $5.9K
|
7.6K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39.7K+ 5.2% |
$1.31M - $1.45M
|
803K
$30.3M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
29+ 0.25% |
$959 - $1.06K
|
11.7K
$440K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-835K- 42.03% |
$27.6M - $30.6M
|
1.15M
$43.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
725+ 2.72% |
$24K - $26.5K
|
27.4K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.1K+ 416.13% |
$1.06M - $1.18M
|
39.8K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
18.1K+ 20.01% |
$599K - $663K
|
109K
$4.1M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
66.8K+ 8.2% |
$2.21M - $2.45M
|
881K
$33.3M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21.2KNew |
$700K - $775K
|
21.2K
$798K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18.7K+ 48.5% |
$617K - $683K
|
57.1K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-96- 9.78% |
$3.18K - $3.52K
|
886
$33.4K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 8.19% |
$112K - $124K
|
44.9K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
190K+ 2612.3% |
$6.28M - $6.95M
|
197K
$7.44M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-379- 2.81% |
$12.5K - $13.9K
|
13.1K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
204KNew |
$6.76M - $7.49M
|
204K
$7.71M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
5+ 0.03% |
$165 - $183
|
18.4K
$694K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
193K+ 52.66% |
$6.39M - $7.07M
|
560K
$21.1M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.3K+ 10.19% |
$274K - $304K
|
89.7K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.51KNew |
$248K - $275K
|
7.51K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
514New |
$17K - $18.8K
|
514
$19.4K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9.27K+ 7.17% |
$306K - $339K
|
138K
$5.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.02K+ 19.29% |
$99.9K - $111K
|
18.7K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-486- 5.24% |
$16.1K - $17.8K
|
8.8K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.77K+ 42.33% |
$191K - $211K
|
19.4K
$732K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.02K+ 16.39% |
$166K - $184K
|
35.6K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.29K+ 5.68% |
$42.8K - $47.3K
|
24.1K
$908K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 4.38% |
$36.5K - $40.4K
|
26.3K
$992K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
865+ 2.85% |
$28.6K - $31.7K
|
31.2K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.69K+ 37.27% |
$254K - $282K
|
28.3K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.03K- 0.3% |
$34.1K - $37.8K
|
340K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
80.5K+ 15.61% |
$2.66M - $2.95M
|
596K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
47.4K+ 273.91% |
$1.57M - $1.73M
|
64.6K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.25M+ 16.01% |
$41.5M - $45.9M
|
9.09M
$343M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
935New |
$30.9K - $34.2K
|
935
$35.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.45K+ 101.05% |
$48K - $53.1K
|
2.89K
$109K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
69New |
$2.28K - $2.53K
|
69
$2.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.04K+ 35.79% |
$100K - $111K
|
11.5K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
13.2K+ 38.83% |
$438K - $484K
|
47.3K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-778- 1.27% |
$25.7K - $28.5K
|
60.4K
$2.28M
|