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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
884K+ 21.93% |
$26.3M - $28.7M
|
4.91M
$168M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
755KNew |
$22.5M - $24.5M
|
755K
$25.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
428K+ 107.6% |
$12.7M - $13.9M
|
826K
$28.2M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
394K+ 35.88% |
$11.7M - $12.8M
|
1.49M
$51M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
342K+ 139.25% |
$10.2M - $11.1M
|
588K
$20.1M
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
302K+ 9.1% |
$8.97M - $9.79M
|
3.62M
$124M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
297K+ 20.54% |
$8.84M - $9.65M
|
1.75M
$59.6M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
270K+ 12.26% |
$8.03M - $8.77M
|
2.47M
$84.6M
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
247KNew |
$7.33M - $8M
|
247K
$8.43M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
211K+ 22.41% |
$6.27M - $6.85M
|
1.15M
$39.4M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
200K+ 14.91% |
$5.94M - $6.49M
|
1.54M
$52.7M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
197K+ 44.39% |
$5.87M - $6.41M
|
642K
$21.9M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
192K+ 40.36% |
$5.71M - $6.24M
|
668K
$22.8M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155K+ 7.11% |
$4.61M - $5.04M
|
2.34M
$79.9M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
148K+ 55.08% |
$4.39M - $4.79M
|
416K
$14.2M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
135K+ 21.41% |
$4.01M - $4.38M
|
765K
$26.1M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.6KNew |
$2.84M - $3.1M
|
95.6K
$3.27M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
77.4K+ 20.49% |
$2.3M - $2.51M
|
455K
$15.6M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
61.4KNew |
$1.82M - $1.99M
|
61.4K
$2.1M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56.5K+ 23.29% |
$1.68M - $1.83M
|
299K
$10.2M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55KNew |
$1.63M - $1.78M
|
55K
$1.88M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
45.7KNew |
$1.36M - $1.48M
|
45.7K
$1.56M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45.2K+ 15.84% |
$1.34M - $1.47M
|
330K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
39.8KNew |
$1.18M - $1.29M
|
39.8K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
38.6K+ 24.69% |
$1.15M - $1.25M
|
195K
$6.66M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.7KNew |
$1.03M - $1.13M
|
34.7K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
34.6KNew |
$1.03M - $1.12M
|
34.6K
$1.18M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
34.5KNew |
$1.02M - $1.12M
|
34.5K
$1.18M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.6K+ 12.82% |
$969K - $1.06M
|
287K
$9.8M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.1K+ 518533.34% |
$925K - $1.01M
|
31.1K
$1.06M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28.8K+ 141.21% |
$855K - $933K
|
49.1K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22KNew |
$655K - $715K
|
22K
$753K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.4K+ 5.87% |
$578K - $631K
|
351K
$12M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
19.3K+ 23.75% |
$574K - $627K
|
101K
$3.44M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$523K - $571K
|
17.6K
$602K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17.4K+ 4.65% |
$517K - $565K
|
392K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16.8KNew |
$500K - $546K
|
16.8K
$575K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.4K+ 14.11% |
$488K - $533K
|
133K
$4.54M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16K+ 421.37% |
$475K - $518K
|
19.8K
$675K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$436K - $476K
|
14.7K
$501K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
14.2K+ 1.92% |
$421K - $460K
|
754K
$25.8M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
12.7K+ 13.92% |
$379K - $413K
|
104K
$3.56M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 5.55% |
$365K - $399K
|
234K
$7.98M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12KNew |
$356K - $389K
|
12K
$410K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.8K+ 32.76% |
$352K - $384K
|
48K
$1.64M
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$340K - $371K
|
11.4K
$390K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 157.05% |
$316K - $345K
|
17.4K
$595K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 13.89% |
$311K - $340K
|
85.8K
$2.93M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
10KNew |
$298K - $326K
|
10K
$343K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 56.96% |
$298K - $325K
|
27.6K
$943K
|