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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.82KNew |
$198K - $211K
|
5.82K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8K+ 4.35% |
$95.1K - $101K
|
67.1K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.85KNew |
$96.8K - $103K
|
2.85K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
325+ 48.15% |
$11K - $11.8K
|
1K
$37.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.06K+ 3.03% |
$70K - $74.7K
|
70.2K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.45KNew |
$117K - $125K
|
3.45K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
306New |
$10.4K - $11.1K
|
306
$11.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-841- 10.73% |
$28.6K - $30.5K
|
7K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
240KNew |
$8.14M - $8.69M
|
240K
$9.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
430+ 21.13% |
$14.6K - $15.6K
|
2.47K
$93K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-798- 12.55% |
$27.1K - $28.9K
|
5.56K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21.2K- 57.51% |
$719K - $768K
|
15.7K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$34 - $36.2
|
16.9K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
574New |
$19.5K - $20.8K
|
574
$21.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
349+ 1.72% |
$11.9K - $12.6K
|
20.7K
$781K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
123New |
$4.18K - $4.46K
|
123
$4.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.2K+ 8.73% |
$109K - $116K
|
39.9K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.6K+ 15.58% |
$1M - $1.07M
|
219K
$8.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-61- 0.41% |
$2.07K - $2.21K
|
14.6K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51KNew |
$1.73M - $1.85M
|
51K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.01KNew |
$306K - $327K
|
9.01K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96K+ 29.03% |
$101K - $107K
|
13.2K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.42% |
$170 - $181
|
1.19K
$44.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81New |
$2.75K - $2.94K
|
81
$3.06K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.73KNew |
$194K - $208K
|
5.73K
$216K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$2.89K - $3.08K
|
85
$3.21K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.01KNew |
$187K - $206K
|
6.01K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1K+ 130.55% |
$31.2K - $34.3K
|
1.77K
$66.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$317K - $349K
|
10.2K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
42.4K+ 214.66% |
$1.32M - $1.46M
|
62.2K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 1.32% |
$2.68K - $2.95K
|
6.42K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.75KNew |
$85.8K - $94.4K
|
2.75K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.72KNew |
$210K - $231K
|
6.72K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
675New |
$21.1K - $23.2K
|
675
$25.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
47.5KNew |
$1.48M - $1.63M
|
47.5K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 10.04% |
$707K - $778K
|
248K
$9.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 52.94% |
$314K - $346K
|
29.1K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9K+ 78.74% |
$281K - $309K
|
20.4K
$771K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.4K+ 0.37% |
$200K - $220K
|
1.72M
$65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
402K+ 18.16% |
$12.5M - $13.8M
|
2.61M
$98.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$57.6K - $63.4K
|
1.85K
$69.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$74.5K - $81.9K
|
2.39K
$90.1K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$267 - $292
|
9
$340
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-17K- 60.05% |
$504K - $551K
|
11.3K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 91.53% |
$43.3K - $47.3K
|
135
$5.09K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$436K - $476K
|
14.7K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-104K- 83.24% |
$3.09M - $3.37M
|
20.9K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55KNew |
$1.63M - $1.78M
|
55K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
77.4K+ 20.49% |
$2.3M - $2.51M
|
455K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
900New |
$26.7K - $29.2K
|
900
$34K
|
|