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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
273K+ 110.7% |
$9.27M - $9.89M
|
520K
$18.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95.2K+ 22.67% |
$3.23M - $3.45M
|
515K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
59.5KNew |
$2.02M - $2.15M
|
59.5K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
52.1KNew |
$1.77M - $1.89M
|
52.1K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
51.4KNew |
$1.75M - $1.86M
|
51.4K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51KNew |
$1.73M - $1.85M
|
51K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
49K+ 18.29% |
$1.66M - $1.77M
|
317K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29.8K+ 12.02% |
$1.01M - $1.08M
|
278K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 8.43% |
$1.01M - $1.08M
|
382K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
28.5K+ 69.0% |
$969K - $1.03M
|
69.9K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.8K+ 8.87% |
$944K - $1.01M
|
341K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
27.5K+ 4.56% |
$934K - $997K
|
631K
$22.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.7K+ 40.25% |
$633K - $676K
|
65K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12.7KNew |
$432K - $461K
|
12.7K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 15.57% |
$399K - $426K
|
87.2K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11.7KNew |
$398K - $425K
|
11.7K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 58.54% |
$384K - $410K
|
30.6K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11KNew |
$375K - $400K
|
11K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.9KNew |
$369K - $394K
|
10.9K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.97K+ 11.31% |
$338K - $361K
|
98.1K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9.96K+ 55.0% |
$338K - $361K
|
28.1K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.01KNew |
$306K - $327K
|
9.01K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$280K - $299K
|
8.25K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.98K+ 42.62% |
$271K - $289K
|
26.7K
$969K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.59K+ 10.86% |
$258K - $275K
|
77.5K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.24K+ 35.18% |
$246K - $263K
|
27.8K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6.8K+ 18.17% |
$231K - $246K
|
44.2K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.75K+ 18.1% |
$229K - $245K
|
44K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.7K+ 15.2% |
$227K - $243K
|
50.7K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.34K+ 44.36% |
$215K - $230K
|
20.6K
$749K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.3K+ 63.34% |
$214K - $228K
|
16.2K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.14K+ 17.4% |
$209K - $223K
|
41.5K
$1.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.73KNew |
$194K - $208K
|
5.73K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.69K+ 41.38% |
$193K - $206K
|
19.4K
$706K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.04K+ 27.94% |
$171K - $183K
|
23.1K
$838K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.3K+ 65.74% |
$146K - $156K
|
10.8K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.79K+ 4.88% |
$129K - $137K
|
81.4K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.59K+ 1.56% |
$122K - $130K
|
234K
$8.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.46K+ 9.17% |
$118K - $125K
|
41.2K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.99KNew |
$102K - $109K
|
2.99K
$109K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96K+ 29.03% |
$101K - $107K
|
13.2K
$478K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
2.84K+ 16.37% |
$96.3K - $103K
|
20.2K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.21K+ 6.3% |
$74.9K - $79.9K
|
37.2K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.91K+ 10.72% |
$64.7K - $69.1K
|
19.7K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.65K+ 11.82% |
$56K - $59.8K
|
15.6K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.53K+ 12.62% |
$51.9K - $55.4K
|
13.6K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.47K+ 2.89% |
$49.8K - $53.1K
|
52.2K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 10.85% |
$43.1K - $46K
|
13K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 110.97% |
$38.8K - $41.4K
|
2.17K
$78.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
715+ 5.17% |
$24.3K - $25.9K
|
14.5K
$528K
|