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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.39K+ 2.3% |
$160K - $175K
|
240K
$9.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.73K- 46.68% |
$140K - $153K
|
5.4K
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
409New |
$12.2K - $13.3K
|
409
$15.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
374New |
$11.1K - $12.1K
|
374
$14.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6.79KNew |
$202K - $220K
|
6.79K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61K+ 8.56% |
$47.8K - $52.2K
|
20.4K
$770K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
834+ 9.7% |
$24.8K - $27.1K
|
9.43K
$356K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.11K- 21.22% |
$181K - $198K
|
22.7K
$855K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
840New |
$25K - $27.3K
|
840
$31.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
81New |
$2.41K - $2.63K
|
81
$3.06K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
249New |
$6.92K - $7.78K
|
249
$9.39K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4K+ 85.82% |
$344K - $386K
|
26.7K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
286K+ 32.82% |
$7.96M - $8.94M
|
1.16M
$43.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.3K+ 5.78% |
$481K - $540K
|
316K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.72KNew |
$187K - $210K
|
6.72K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.77KNew |
$77K - $86.5K
|
2.77K
$105K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
65.1K+ 25.26% |
$1.81M - $2.03M
|
323K
$12.2M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.63K- 9.07% |
$45.2K - $50.8K
|
16.3K
$615K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-179- 77.16% |
$4.98K - $5.59K
|
53
$2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 2.07% |
$32K - $35.9K
|
56.8K
$2.14M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.61KNew |
$72.6K - $81.6K
|
2.61K
$98.5K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
552New |
$13.4K - $15.7K
|
552
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$297K - $348K
|
12.2K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.16K- 4.79% |
$76.7K - $89.8K
|
62.8K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$243 - $284
|
5.35K
$202K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.33% |
$121 - $142
|
1.54K
$58.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.13KNew |
$76.1K - $89.1K
|
3.13K
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.14KNew |
$27.6K - $32.4K
|
1.14K
$43K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.45K+ 3.35% |
$59.5K - $69.7K
|
75.6K
$2.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-190- 2.21% |
$4.61K - $5.4K
|
8.42K
$318K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
32.7KNew |
$793K - $929K
|
32.7K
$1.23M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-862- 7.44% |
$21.6K - $22.9K
|
10.7K
$404K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.3KNew |
$233K - $247K
|
9.3K
$351K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$50.1 - $53.1
|
2
$75.5
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.88K+ 9.9% |
$91.4K - $99.5K
|
43K
$1.62M
|
|
| Q4 2022 | |||||||
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
640+ 4.99% |
$13.1K - $15.1K
|
13.5K
$508K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 101.2% |
$41.6K - $47.6K
|
4.02K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
96KNew |
$1.97M - $2.26M
|
96K
$3.62M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
250New |
$5.1K - $6.02K
|
250
$9.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
617KNew |
$12.6M - $14.9M
|
617K
$23.3M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-21.9KClosed |
$463K - $570K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$31.8K - $39K
|
1.5K
$56.6K
|
|