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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
911+ 0.21% |
$30.1K - $33.4K
|
435K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131K+ 836.43% |
$4.32M - $4.78M
|
146K
$5.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-31- 0.07% |
$1.03K - $1.14K
|
47.3K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-931- 6.26% |
$30.8K - $34.1K
|
14K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.53K+ 13.81% |
$183K - $203K
|
45.6K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10+ 0.85% |
$331 - $366
|
1.19K
$44.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.78K- 3.23% |
$257K - $285K
|
233K
$8.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4.43K- 4.4% |
$146K - $162K
|
96.2K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.18K+ 29.59% |
$72K - $79.7K
|
9.54K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
61.2K+ 553.93% |
$2.02M - $2.24M
|
72.2K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
192New |
$6.35K - $7.03K
|
192
$7.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
866New |
$28.6K - $31.7K
|
866
$32.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.78K+ 25.53% |
$91.8K - $102K
|
13.6K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25K+ 13.74% |
$828K - $916K
|
207K
$7.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
48.6K+ 62.33% |
$1.61M - $1.78M
|
127K
$4.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-7.57K- 18.39% |
$251K - $277K
|
33.6K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
127+ 1.2% |
$4.2K - $4.65K
|
10.8K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
258K+ 12.82% |
$8.52M - $9.44M
|
2.27M
$85.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 11.97% |
$39.7K - $43.9K
|
11.2K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.62K- 2.92% |
$120K - $133K
|
121K
$4.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.86K+ 17.36% |
$128K - $141K
|
26.1K
$984K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 0.5% |
$165 - $183
|
987
$37.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-893- 8.25% |
$29.5K - $32.7K
|
9.93K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.7K- 18.07% |
$2.34M - $2.59M
|
321K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.77K- 5.12% |
$58.4K - $64.7K
|
32.7K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.7KNew |
$1.05M - $1.16M
|
31.7K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.57K+ 59.13% |
$151K - $167K
|
12.3K
$464K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-8.39K- 5.92% |
$278K - $307K
|
133K
$5.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.52K- 13.81% |
$50.1K - $55.5K
|
9.46K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.71K+ 18.16% |
$89.7K - $99.3K
|
17.7K
$666K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.85K+ 3.55% |
$61.2K - $67.7K
|
54K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-45.8K- 21.06% |
$1.51M - $1.68M
|
172K
$6.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 13.73% |
$72.8K - $80.6K
|
13.8K
$522K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 514.08% |
$60.4K - $66.8K
|
2.18K
$82.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
987+ 12.54% |
$32.6K - $36.1K
|
8.86K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
330New |
$10.9K - $12.1K
|
330
$12.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-780- 10.3% |
$25.8K - $28.6K
|
6.79K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.92K+ 0.46% |
$96.7K - $107K
|
634K
$23.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 2.12% |
$364 - $403
|
531
$20K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 8.52% |
$41K - $45.4K
|
15.8K
$596K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-705- 2.23% |
$23.3K - $25.8K
|
30.9K
$1.16M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$66.2 - $73.2
|
2
$75.5
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 10.55% |
$43.1K - $47.7K
|
13.7K
$515K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92.4K- 6.12% |
$3.14M - $3.35M
|
1.42M
$53.5M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.15KNew |
$243K - $259K
|
7.15K
$270K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
197New |
$6.69K - $7.14K
|
197
$7.43K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
128+ 0.58% |
$4.35K - $4.64K
|
22.2K
$838K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.12% |
$441 - $471
|
10.5K
$395K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
31+ 0.31% |
$1.05K - $1.12K
|
10.1K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
83New |
$2.82K - $3.01K
|
83
$3.13K
|
|