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
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.03KNew |
$180K - $223K
|
6.03K
$232K
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5.84KNew |
$175K - $216K
|
5.84K
$224K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.73K+ 12.55% |
$171K - $211K
|
51.3K
$1.97M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.69KNew |
$170K - $210K
|
5.69K
$219K
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.56KNew |
$166K - $205K
|
5.56K
$214K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.5KNew |
$165K - $203K
|
5.5K
$212K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.15K+ 9.95% |
$154K - $190K
|
56.9K
$2.19M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.98K+ 26.67% |
$149K - $184K
|
23.7K
$910K
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.94K+ 45.95% |
$148K - $182K
|
15.7K
$603K
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.65K+ 16.41% |
$139K - $172K
|
33K
$1.27M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.6K+ 7.64% |
$138K - $170K
|
64.9K
$2.49M
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.45K+ 12.97% |
$133K - $164K
|
38.8K
$1.49M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.32K+ 33.51% |
$129K - $160K
|
17.2K
$662K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.32K+ 10.81% |
$129K - $159K
|
44.3K
$1.7M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 9.14% |
$126K - $156K
|
50.5K
$1.94M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13K+ 15.06% |
$124K - $152K
|
31.5K
$1.21M
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.85K+ 18.67% |
$115K - $142K
|
24.5K
$941K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.8K+ 2.44% |
$114K - $140K
|
159K
$6.13M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.67K+ 0.96% |
$110K - $136K
|
388K
$14.9M
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.47K+ 21.48% |
$104K - $128K
|
19.6K
$754K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.07K+ 7.65% |
$91.9K - $113K
|
43.2K
$1.66M
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2.91K+ 9.89% |
$87.2K - $108K
|
32.4K
$1.24M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.55K+ 7.37% |
$76.4K - $94.3K
|
37.2K
$1.43M
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.53K+ 6.66% |
$75.8K - $93.6K
|
40.6K
$1.56M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.45K+ 4.59% |
$73.4K - $90.6K
|
55.9K
$2.15M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 9.33% |
$72.4K - $89.3K
|
28.3K
$1.09M
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
2.23KNew |
$66.9K - $82.5K
|
2.23K
$85.9K
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.06K+ 10.75% |
$61.7K - $76.2K
|
21.3K
$817K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.03K+ 26.68% |
$60.7K - $74.9K
|
9.63K
$370K
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.99K+ 14.24% |
$59.4K - $73.3K
|
15.9K
$613K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.97K+ 0.48% |
$58.9K - $72.7K
|
412K
$15.8M
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.91K+ 7.68% |
$57.1K - $70.5K
|
26.7K
$1.03M
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.8K+ 166.73% |
$54K - $66.6K
|
2.89K
$111K
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.78K+ 23.09% |
$53.2K - $65.7K
|
9.48K
$365K
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.63K+ 3.02% |
$48.8K - $60.2K
|
55.6K
$2.14M
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.52K+ 11.14% |
$45.5K - $56.2K
|
15.2K
$583K
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.5K+ 1.08% |
$44.9K - $55.4K
|
140K
$5.38M
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.48K+ 4.57% |
$44.1K - $54.5K
|
33.7K
$1.3M
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4K+ 149.41% |
$41.8K - $51.6K
|
2.33K
$89.6K
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.37K+ 2.89% |
$40.9K - $50.4K
|
48.7K
$1.87M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.32K+ 11.35% |
$39.6K - $48.9K
|
13K
$499K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.25K+ 7.41% |
$37.4K - $46.2K
|
18.1K
$697K
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.24K+ 1.61% |
$37.1K - $45.7K
|
78.2K
$3M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.23K+ 24.02% |
$36.8K - $45.5K
|
6.36K
$244K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.08KNew |
$32.2K - $39.7K
|
1.08K
$41.4K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.06K+ 0.36% |
$31.7K - $39.1K
|
294K
$11.3M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
898+ 10.59% |
$26.9K - $33.2K
|
9.37K
$360K
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
894+ 0.91% |
$26.8K - $33K
|
99.4K
$3.82M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
783+ 3.79% |
$23.4K - $28.9K
|
21.5K
$825K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
740+ 197.33% |
$22.1K - $27.3K
|
1.12K
$42.9K
|