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 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-117K- 44.61% |
$4.32M - $4.65M
|
145K
$5.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.98K- 20.8% |
$110K - $118K
|
11.3K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
15+ 0.26% |
$553 - $596
|
5.85K
$232K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-80- 0.72% |
$2.95K - $3.18K
|
11K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.76K- 0.96% |
$64.9K - $69.9K
|
182K
$7.23M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.86K+ 12.57% |
$106K - $114K
|
25.7K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-593- 3.44% |
$21.9K - $23.6K
|
16.6K
$660K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.56K- 5.23% |
$94.3K - $102K
|
46.3K
$1.84M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.25K- 0.42% |
$46K - $49.6K
|
293K
$11.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-6.11K- 96.16% |
$225K - $243K
|
244
$9.68K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.92K+ 5.93% |
$70.8K - $76.2K
|
34.3K
$1.36M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
15.4K+ 27.7% |
$568K - $612K
|
71K
$2.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-90- 1.0% |
$3.32K - $3.57K
|
8.89K
$353K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.5K+ 41.52% |
$424K - $457K
|
39.2K
$1.56M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.1K+ 28.66% |
$151K - $163K
|
18.4K
$730K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.7K- 2.67% |
$1.58M - $1.95M
|
1.92M
$76.3M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
12.1KNew |
$361K - $446K
|
12.1K
$479K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.18K+ 15.42% |
$65.1K - $80.3K
|
16.3K
$646K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
7.2KNew |
$216K - $266K
|
7.2K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
9.74KNew |
$291K - $360K
|
9.74K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
5.21KNew |
$156K - $192K
|
5.21K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
403+ 2.24% |
$12.1K - $14.9K
|
18.4K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.33K- 21.1% |
$99.7K - $123K
|
12.5K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
318New |
$9.52K - $11.7K
|
318
$12.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-26.4K- 61.83% |
$790K - $975K
|
16.3K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
12.4KNew |
$371K - $458K
|
12.4K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
325+ 14.91% |
$9.73K - $12K
|
2.51K
$99.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.55K+ 7.37% |
$76.4K - $94.3K
|
37.2K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.49KNew |
$224K - $276K
|
7.49K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-100- 1.47% |
$2.99K - $3.69K
|
6.69K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
109KNew |
$3.25M - $4.02M
|
109K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 23.42% |
$657K - $810K
|
116K
$4.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
450New |
$13.5K - $16.6K
|
450
$17.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.8K+ 166.73% |
$54K - $66.6K
|
2.89K
$115K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.45K- 38.08% |
$73.2K - $90.3K
|
3.98K
$158K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26+ 4.9% |
$778 - $960
|
557
$22.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$29.9 - $36.9
|
18.4K
$730K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.78K+ 58.39% |
$203K - $250K
|
18.4K
$730K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.4K+ 67.1% |
$191K - $236K
|
15.9K
$632K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 14.48% |
$38.1K - $47K
|
7.52K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.2K- 19.77% |
$2.13M - $2.63M
|
289K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
297New |
$8.89K - $11K
|
297
$11.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.7K- 15.62% |
$320K - $395K
|
57.7K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.48K- 16.99% |
$74.3K - $91.7K
|
12.1K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.7K+ 12.72% |
$349K - $431K
|
103K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 9.33% |
$72.4K - $89.3K
|
28.3K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.08KNew |
$32.2K - $39.7K
|
1.08K
$42.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$958 - $1.18K
|
32
$1.27K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
2.23KNew |
$66.9K - $82.5K
|
2.23K
$88.7K
|
|