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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.3K+ 5.78% |
$481K - $540K
|
316K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.72KNew |
$187K - $210K
|
6.72K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.77KNew |
$77K - $86.5K
|
2.77K
$94.7K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
766New |
$21.3K - $23.9K
|
766
$26.2K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.49K+ 32.09% |
$69.3K - $77.9K
|
10.3K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.63K- 9.07% |
$45.2K - $50.8K
|
16.3K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
65.1K+ 25.26% |
$1.81M - $2.03M
|
323K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-341- 4.98% |
$9.48K - $10.7K
|
6.51K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 43.32% |
$55.6K - $62.5K
|
6.62K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-179- 77.16% |
$4.98K - $5.59K
|
53
$1.81K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 2.07% |
$32K - $35.9K
|
56.8K
$1.94M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.61KNew |
$72.6K - $81.6K
|
2.61K
$89.2K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
552New |
$13.4K - $15.7K
|
552
$18.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.09KNew |
$172K - $202K
|
7.09K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$297K - $348K
|
12.2K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.16K- 4.79% |
$76.7K - $89.8K
|
62.8K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$243 - $284
|
5.35K
$183K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.13KNew |
$76.1K - $89.1K
|
3.13K
$107K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.33% |
$121 - $142
|
1.54K
$52.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.45K+ 3.35% |
$59.5K - $69.7K
|
75.6K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.14KNew |
$27.6K - $32.4K
|
1.14K
$38.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-190- 2.21% |
$4.61K - $5.4K
|
8.42K
$288K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
32.7KNew |
$793K - $929K
|
32.7K
$1.12M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8.45KNew |
$212K - $224K
|
8.45K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$506K - $536K
|
20.2K
$690K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-862- 7.44% |
$21.6K - $22.9K
|
10.7K
$366K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$50.1 - $53.1
|
2
$68.3
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.3KNew |
$233K - $247K
|
9.3K
$318K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 96.62% |
$23.6K - $25.7K
|
2.04K
$69.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.88K+ 9.9% |
$91.4K - $99.5K
|
43K
$1.47M
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
355New |
$7.92K - $8.6K
|
355
$12.1K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 101.2% |
$41.6K - $47.6K
|
4.02K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
96KNew |
$1.97M - $2.26M
|
96K
$3.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.7K+ 41.65% |
$55.4K - $63.4K
|
9.17K
$313K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
900New |
$18.5K - $21.2K
|
900
$30.8K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
250New |
$5.1K - $6.02K
|
250
$8.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
617KNew |
$12.6M - $14.9M
|
617K
$21.1M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-21.9KClosed |
$463K - $570K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.2KNew |
$1M - $1.23M
|
47.2K
$1.61M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$31.8K - $39K
|
1.5K
$51.3K
|
|