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 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 0.94% |
$4.28K - $4.61K
|
12.5K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
75.7K+ 18.79% |
$2.79M - $3.01M
|
478K
$19M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
422+ 0.42% |
$15.6K - $16.8K
|
99.9K
$3.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
218+ 1.67% |
$8.04K - $8.66K
|
13.3K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.5K+ 11.79% |
$460K - $495K
|
118K
$4.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
243K+ 7.12% |
$8.98M - $9.66M
|
3.66M
$145M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$36.9 - $39.7
|
6.82K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.51K+ 1.02% |
$166K - $179K
|
448K
$17.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.07K- 27.61% |
$113K - $122K
|
8.06K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
155+ 0.26% |
$5.72K - $6.16K
|
59.2K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
668+ 43.35% |
$24.6K - $26.5K
|
2.21K
$87.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-463- 3.59% |
$17.1K - $18.4K
|
12.4K
$493K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.74K- 4.09% |
$212K - $228K
|
135K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
128+ 19.6% |
$4.72K - $5.08K
|
781
$31K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.91K+ 8.49% |
$181K - $195K
|
62.8K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 0.13% |
$1.48K - $1.59K
|
31.3K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-443K- 56.24% |
$16.3M - $17.6M
|
345K
$13.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.34K+ 11.95% |
$86.5K - $93.1K
|
22K
$872K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.63K+ 10.35% |
$208K - $224K
|
60K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.44K- 14.11% |
$90K - $97K
|
14.9K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.3K+ 1.16% |
$47.9K - $51.6K
|
114K
$4.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
131K+ 384.9% |
$4.85M - $5.22M
|
166K
$6.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-334- 0.79% |
$12.3K - $13.3K
|
42.1K
$1.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-7.89K- 31.47% |
$291K - $313K
|
17.2K
$682K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99M+ 1624.4% |
$73.2M - $78.9M
|
2.11M
$83.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.61KNew |
$96.3K - $104K
|
2.61K
$104K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
823+ 1.91% |
$30.4K - $32.7K
|
44K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 19.1% |
$66K - $71.1K
|
11.2K
$443K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12K+ 2.54% |
$41.5K - $44.6K
|
45.4K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
150+ 0.89% |
$5.53K - $5.96K
|
17K
$675K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12.8K+ 25.33% |
$472K - $508K
|
63.2K
$2.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.61K+ 6.67% |
$96.4K - $104K
|
41.8K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
471+ 1.51% |
$17.4K - $18.7K
|
31.7K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.64K+ 6.71% |
$60.6K - $65.3K
|
26.1K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 272.22% |
$5.45M - $5.86M
|
202K
$8.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.15K+ 10.0% |
$79.2K - $85.2K
|
23.6K
$937K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.91K+ 6.74% |
$329K - $354K
|
141K
$5.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.98K+ 2.73% |
$147K - $158K
|
150K
$5.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-176- 0.83% |
$6.49K - $6.99K
|
20.9K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.3K+ 1.47% |
$48K - $51.6K
|
89.9K
$3.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18.7K+ 3.22% |
$691K - $743K
|
600K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.56K+ 7.6% |
$94.5K - $102K
|
36.3K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-11K- 60.2% |
$407K - $439K
|
7.3K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-320- 0.6% |
$11.8K - $12.7K
|
53K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.04K+ 9.57% |
$75.1K - $80.8K
|
23.3K
$924K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.7K+ 12.5% |
$247K - $266K
|
60.3K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-320- 0.28% |
$11.8K - $12.7K
|
115K
$4.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20K+ 5.23% |
$736K - $793K
|
401K
$15.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
12.2K+ 97.95% |
$448K - $483K
|
24.6K
$975K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 762.84% |
$157K - $169K
|
4.81K
$191K
|
|