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 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 10.85% |
$43.1K - $46K
|
13K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18KNew |
$40K - $42.7K
|
1.18K
$42.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.14K+ 110.97% |
$38.8K - $41.4K
|
2.17K
$78.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
715+ 5.17% |
$24.3K - $25.9K
|
14.5K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
710+ 10.82% |
$24.1K - $25.7K
|
7.27K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
495+ 3.19% |
$16.8K - $17.9K
|
16K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
376+ 0.6% |
$12.8K - $13.6K
|
63.5K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
325+ 2.7% |
$11K - $11.8K
|
12.4K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
319+ 2.69% |
$10.8K - $11.6K
|
12.2K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
277+ 2.22% |
$9.41K - $10K
|
12.8K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
250+ 1.52% |
$8.49K - $9.06K
|
16.7K
$605K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$2.89K - $3.08K
|
85
$3.08K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81New |
$2.75K - $2.94K
|
81
$2.94K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
46+ 0.2% |
$1.56K - $1.67K
|
22.6K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.57% |
$1.53K - $1.63K
|
7.94K
$288K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
29+ 0.35% |
$985 - $1.05K
|
8.21K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.04% |
$849 - $906
|
68.2K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.14% |
$577 - $616
|
11.8K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16+ 0.57% |
$543 - $580
|
2.83K
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.08% |
$306 - $326
|
11K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.42% |
$170 - $181
|
1.19K
$43K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.76M+ 35.72% |
$54.7M - $60.3M
|
6.67M
$242M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14M+ 3664.22% |
$35.6M - $39.1M
|
1.17M
$42.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
781K+ 13.26% |
$24.4M - $26.8M
|
6.67M
$242M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
761K+ 33.5% |
$23.7M - $26.1M
|
3.03M
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
481K+ 81.83% |
$15M - $16.5M
|
1.07M
$38.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
402K+ 18.16% |
$12.5M - $13.8M
|
2.61M
$94.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
381K+ 21.81% |
$11.9M - $13.1M
|
2.13M
$77.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
354K+ 72.73% |
$11.1M - $12.2M
|
842K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
327K+ 13.98% |
$10.2M - $11.2M
|
2.67M
$96.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
305K+ 24.84% |
$9.52M - $10.5M
|
1.53M
$55.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
273KNew |
$8.51M - $9.37M
|
273K
$9.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
273K+ 13.17% |
$8.51M - $9.37M
|
2.35M
$85M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234K+ 28.29% |
$7.29M - $8.02M
|
1.06M
$38.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222K+ 14.03% |
$6.91M - $7.61M
|
1.8M
$65.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
160K+ 13.87% |
$4.99M - $5.49M
|
1.31M
$47.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
156K+ 163.1% |
$4.86M - $5.35M
|
252K
$9.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142K+ 9.24% |
$4.44M - $4.89M
|
1.68M
$61M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
140K+ 3.86% |
$4.35M - $4.79M
|
3.76M
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132K+ 20.56% |
$4.12M - $4.54M
|
774K
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
131KNew |
$4.1M - $4.51M
|
131K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115KNew |
$3.59M - $3.96M
|
115K
$4.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
109K+ 866.27% |
$3.4M - $3.74M
|
122K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
98.9K+ 561.62% |
$3.08M - $3.4M
|
117K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
67.9K+ 8.98% |
$2.12M - $2.33M
|
823K
$29.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67.8K+ 21.18% |
$2.11M - $2.33M
|
388K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.7K+ 4.33% |
$2.02M - $2.22M
|
1.56M
$56.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
58.9K+ 8.81% |
$1.84M - $2.02M
|
727K
$26.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
47.5KNew |
$1.48M - $1.63M
|
47.5K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
42.4K+ 214.66% |
$1.32M - $1.46M
|
62.2K
$2.25M
|
|