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
|
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
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
15.9K+ 17.24% |
$475K - $587K
|
108K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2K+ 55.62% |
$456K - $563K
|
42.7K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 8.83% |
$453K - $559K
|
187K
$7.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.8K+ 124.54% |
$443K - $546K
|
26.7K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.5K+ 36.33% |
$434K - $535K
|
54.4K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14.2K+ 154.16% |
$425K - $524K
|
23.4K
$900K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.2K+ 40.3% |
$424K - $523K
|
49.3K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14K+ 8.14% |
$418K - $516K
|
185K
$7.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$416K - $513K
|
13.9K
$534K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9KNew |
$416K - $513K
|
13.9K
$534K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
13.7K+ 97.88% |
$410K - $506K
|
27.7K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
13.3K+ 6.36% |
$399K - $492K
|
223K
$8.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.3K+ 97.24% |
$399K - $492K
|
27K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1K+ 9.85% |
$391K - $483K
|
146K
$5.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 8.03% |
$391K - $483K
|
176K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.8K+ 59.51% |
$383K - $473K
|
34.3K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
12.4KNew |
$371K - $458K
|
12.4K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
12.4KNew |
$371K - $458K
|
12.4K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.4K+ 11.3% |
$370K - $457K
|
122K
$4.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12K+ 11.21% |
$361K - $445K
|
120K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12K+ 4.74% |
$359K - $443K
|
265K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.7K+ 12.72% |
$349K - $431K
|
103K
$3.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$327K - $404K
|
10.9K
$420K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 11.1% |
$327K - $404K
|
109K
$4.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.6K+ 61.95% |
$318K - $393K
|
27.8K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10.2KNew |
$305K - $376K
|
10.2K
$392K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.2K+ 35.15% |
$305K - $376K
|
39.2K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 89.53% |
$301K - $371K
|
21.3K
$818K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.96K+ 51.3% |
$298K - $368K
|
29.4K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
9.56K+ 82.96% |
$286K - $353K
|
21.1K
$810K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.19K+ 2.12% |
$275K - $339K
|
444K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.13K+ 5.32% |
$273K - $337K
|
181K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.09KNew |
$272K - $336K
|
9.09K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.8K+ 11.49% |
$263K - $325K
|
85.4K
$3.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.8KNew |
$263K - $325K
|
8.8K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.42K+ 149.12% |
$252K - $311K
|
14.1K
$541K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.38K+ 21.05% |
$251K - $309K
|
48.2K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.3K+ 57.26% |
$248K - $306K
|
22.8K
$876K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.13K+ 799.51% |
$243K - $300K
|
9.15K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.55K+ 6.79% |
$226K - $279K
|
119K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
7.54K+ 16.65% |
$226K - $278K
|
52.8K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.49KNew |
$224K - $276K
|
7.49K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7.27K+ 14.38% |
$218K - $269K
|
57.9K
$2.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.78K+ 58.39% |
$203K - $250K
|
18.4K
$707K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.74K+ 15.42% |
$202K - $249K
|
50.4K
$1.94M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.4K+ 67.1% |
$191K - $236K
|
15.9K
$612K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.38K+ 16.67% |
$191K - $235K
|
44.6K
$1.72M
|