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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
781K+ 13.26% |
$24.4M - $26.8M
|
6.67M
$237M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
603KNew |
$18.8M - $20.7M
|
603K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
402K+ 18.16% |
$12.5M - $13.8M
|
2.61M
$92.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
354K+ 72.73% |
$11.1M - $12.2M
|
842K
$29.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
353KNew |
$11M - $12.1M
|
353K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
273K+ 13.17% |
$8.51M - $9.37M
|
2.35M
$83.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222K+ 14.03% |
$6.91M - $7.61M
|
1.8M
$64M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213K+ 3317.3% |
$6.63M - $7.3M
|
219K
$7.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
109K+ 866.27% |
$3.4M - $3.74M
|
122K
$4.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
75.4K+ 39.27% |
$2.35M - $2.59M
|
268K
$9.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67.8K+ 21.18% |
$2.11M - $2.33M
|
388K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
61.4K+ 24.35% |
$1.91M - $2.11M
|
313K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.4K+ 16.48% |
$1.85M - $2.04M
|
420K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
54.7K+ 653.94% |
$1.71M - $1.88M
|
63.1K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
50.7KNew |
$1.58M - $1.74M
|
50.7K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50.6K+ 25.62% |
$1.58M - $1.74M
|
248K
$8.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
47.5KNew |
$1.48M - $1.63M
|
47.5K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35KNew |
$1.09M - $1.2M
|
35K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.2K+ 115.84% |
$724K - $797K
|
43.3K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 10.04% |
$707K - $778K
|
248K
$8.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21.3K+ 52.76% |
$665K - $732K
|
61.7K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
19.5K+ 32.75% |
$609K - $670K
|
79.1K
$2.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 76.63% |
$596K - $656K
|
44K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.2K+ 10.63% |
$568K - $626K
|
190K
$6.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.3K+ 84.36% |
$539K - $593K
|
37.7K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.1K+ 34.88% |
$534K - $588K
|
66.3K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1K+ 14.82% |
$534K - $587K
|
133K
$4.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16.6K+ 37.18% |
$517K - $569K
|
61.1K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.5K+ 4.57% |
$484K - $533K
|
355K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.3K+ 7.05% |
$477K - $525K
|
232K
$8.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
13.8KNew |
$431K - $474K
|
13.8K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.1KNew |
$409K - $451K
|
13.1K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13.1K+ 42.83% |
$408K - $449K
|
43.6K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1KNew |
$378K - $416K
|
12.1K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.7KNew |
$365K - $402K
|
11.7K
$416K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 12.18% |
$362K - $398K
|
107K
$3.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 6.18% |
$357K - $393K
|
197K
$7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.3K+ 134.39% |
$354K - $389K
|
19.8K
$703K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$326K - $359K
|
10.5K
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 52.94% |
$314K - $346K
|
29.1K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9K+ 78.74% |
$281K - $309K
|
20.4K
$726K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.9K+ 31.32% |
$277K - $305K
|
37.3K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.47K+ 25.75% |
$264K - $291K
|
41.3K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.41KNew |
$262K - $289K
|
8.41K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.03K+ 47.67% |
$250K - $275K
|
24.9K
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.98K+ 1.0% |
$249K - $274K
|
808K
$28.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$245K - $269K
|
7.84K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.4KNew |
$231K - $254K
|
7.4K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.79K+ 11.07% |
$212K - $233K
|
68.2K
$2.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.77K+ 58.25% |
$211K - $232K
|
18.4K
$653K
|