Latest Institutional Purchases of Capital Group Core Equity ETF (CGUS)
This list provides information on the latest institutional transactions involving Capital Group Core Equity ETF (CGUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35M+ 9.1% |
$40.4M - $49.9M
|
16.2M
$622M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24M+ 13.62% |
$37.1M - $45.7M
|
10.3M
$397M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.21M+ 46.01% |
$36.3M - $44.7M
|
3.85M
$148M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
983K+ 25.59% |
$29.4M - $36.3M
|
4.83M
$186M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
444K+ 109.73% |
$13.3M - $16.4M
|
850K
$32.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313K+ 8.81% |
$9.37M - $11.6M
|
3.87M
$149M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
233K+ 7.31% |
$6.97M - $8.6M
|
3.42M
$131M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
227K+ 10.01% |
$6.79M - $8.38M
|
2.49M
$95.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
136K+ 20.79% |
$4.06M - $5.01M
|
788K
$30.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
123K+ 2.88% |
$3.7M - $4.56M
|
4.41M
$170M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
116KNew |
$3.47M - $4.29M
|
116K
$4.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
109KNew |
$3.25M - $4.02M
|
109K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 23.63% |
$3.14M - $3.87M
|
549K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
88.4K+ 8.29% |
$2.65M - $3.27M
|
1.15M
$44.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
81.6K+ 44.0% |
$2.44M - $3.01M
|
267K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
80.4K+ 21.38% |
$2.41M - $2.97M
|
457K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60.7K+ 18.86% |
$1.82M - $2.24M
|
383K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
56.4K+ 28.59% |
$1.69M - $2.08M
|
254K
$9.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54.2KNew |
$1.62M - $2M
|
54.2K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.3K+ 130.67% |
$1.57M - $1.93M
|
92.3K
$3.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
51.5K+ 8.65% |
$1.54M - $1.9M
|
647K
$24.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
51.5K+ 5.85% |
$1.54M - $1.9M
|
933K
$35.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
49.3K+ 6.14% |
$1.48M - $1.82M
|
852K
$32.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
48.3K+ 4.19% |
$1.45M - $1.78M
|
1.2M
$46.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47.9K+ 21.87% |
$1.43M - $1.77M
|
267K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47.3K+ 32.32% |
$1.41M - $1.75M
|
193K
$7.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
42.4KNew |
$1.27M - $1.57M
|
42.4K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
37.3KNew |
$1.12M - $1.38M
|
37.3K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36.3K+ 63.57% |
$1.09M - $1.34M
|
93.4K
$3.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36.2K+ 10.51% |
$1.08M - $1.34M
|
380K
$14.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
34.1KNew |
$1.02M - $1.26M
|
34.1K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.9K+ 12.73% |
$894K - $1.1M
|
264K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.8K+ 3.03% |
$862K - $1.06M
|
978K
$37.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
27.6K+ 13.5% |
$826K - $1.02M
|
232K
$8.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
27.4K+ 7.57% |
$821K - $1.01M
|
390K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
27.2K+ 34.58% |
$813K - $1M
|
106K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 26.97% |
$794K - $980K
|
125K
$4.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.6K+ 6.79% |
$766K - $945K
|
403K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.7K+ 40.12% |
$738K - $911K
|
86.1K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.3KNew |
$727K - $897K
|
24.3K
$934K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24K+ 37.07% |
$717K - $885K
|
88.6K
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 19.1% |
$669K - $825K
|
139K
$5.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 23.42% |
$657K - $810K
|
116K
$4.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
21.2K+ 7.21% |
$633K - $782K
|
315K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
21.1K+ 3.77% |
$632K - $780K
|
581K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20K+ 16.96% |
$600K - $740K
|
138K
$5.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.8K+ 125.34% |
$592K - $731K
|
35.6K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.3KNew |
$577K - $712K
|
19.3K
$741K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.6K+ 16.87% |
$528K - $652K
|
122K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
17.5K+ 15.88% |
$523K - $646K
|
128K
$4.9M
|