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 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.96KNew |
$266K - $291K
|
8.96K
$306K
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
8.6KNew |
$256K - $279K
|
8.6K
$294K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.5K+ 7.18% |
$253K - $276K
|
127K
$4.33M
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
8.47K+ 38.1% |
$252K - $275K
|
30.7K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.06K+ 16.23% |
$240K - $262K
|
57.7K
$1.97M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.42K+ 3.03% |
$221K - $241K
|
252K
$8.61M
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
6.94KNew |
$206K - $225K
|
6.94K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.82K+ 10.27% |
$203K - $221K
|
73.2K
$2.5M
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6.79KNew |
$202K - $220K
|
6.79K
$232K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.43K+ 17.76% |
$191K - $209K
|
42.6K
$1.46M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.35K+ 17.32% |
$189K - $206K
|
43K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.32K+ 3.94% |
$188K - $205K
|
167K
$5.69M
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
6.26KNew |
$186K - $203K
|
6.26K
$214K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.39K+ 2.3% |
$160K - $175K
|
240K
$8.19M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.9K+ 63.82% |
$146K - $159K
|
12.6K
$430K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 15.81% |
$132K - $144K
|
32.5K
$1.11M
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.93K+ 17.33% |
$117K - $128K
|
26.6K
$909K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.67K+ 333.91% |
$109K - $119K
|
4.77K
$163K
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.63K+ 41.49% |
$108K - $118K
|
12.4K
$423K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.5K+ 14.36% |
$104K - $114K
|
27.9K
$952K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.34K+ 1.78% |
$99.4K - $108K
|
191K
$6.52M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94K+ 26.78% |
$87.5K - $95.5K
|
13.9K
$476K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 0.32% |
$86K - $93.9K
|
916K
$31.3M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.8K+ 15.41% |
$53.4K - $58.3K
|
13.5K
$460K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.63K+ 14.79% |
$48.6K - $53K
|
12.7K
$433K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61K+ 8.56% |
$47.8K - $52.2K
|
20.4K
$697K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 138.29% |
$41.8K - $45.6K
|
2.42K
$82.7K
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.08K+ 15.06% |
$31.9K - $34.9K
|
8.21K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
939+ 6.24% |
$27.9K - $30.5K
|
16K
$546K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
900New |
$26.7K - $29.2K
|
900
$30.8K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
840New |
$25K - $27.3K
|
840
$28.7K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
834+ 9.7% |
$24.8K - $27.1K
|
9.43K
$322K
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
797+ 8.58% |
$23.7K - $25.9K
|
10.1K
$345K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
789+ 3.44% |
$23.4K - $25.6K
|
23.7K
$810K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
717+ 2.84% |
$21.3K - $23.3K
|
26K
$888K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
698+ 9.1% |
$20.7K - $22.7K
|
8.37K
$286K
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
419+ 3.34% |
$12.5K - $13.6K
|
13K
$443K
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
409New |
$12.2K - $13.3K
|
409
$14K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
374New |
$11.1K - $12.1K
|
374
$12.8K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
329+ 5.36% |
$9.78K - $10.7K
|
6.47K
$221K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
321New |
$9.54K - $10.4K
|
321
$11K
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
307+ 2.83% |
$9.12K - $9.96K
|
11.1K
$381K
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
284+ 2.07% |
$8.44K - $9.22K
|
14K
$478K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
281New |
$8.35K - $9.12K
|
281
$9.6K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
205+ 2.67% |
$6.09K - $6.65K
|
7.89K
$270K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
204+ 2.46% |
$6.06K - $6.62K
|
8.5K
$291K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
81New |
$2.41K - $2.63K
|
81
$2.77K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66New |
$1.96K - $2.14K
|
66
$2.26K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22+ 0.15% |
$654 - $714
|
14.9K
$510K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
19+ 0.12% |
$565 - $617
|
16.5K
$565K
|