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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
647+ 0.92% |
$19.4K - $23.9K
|
70.9K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
637+ 4.66% |
$19.1K - $23.5K
|
14.3K
$549K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
575+ 2.19% |
$17.2K - $21.2K
|
26.9K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
557New |
$16.7K - $20.6K
|
557
$21.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
551+ 0.51% |
$16.5K - $20.3K
|
109K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
542+ 3.6% |
$16.2K - $20K
|
15.6K
$599K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
450New |
$13.5K - $16.6K
|
450
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
431+ 3.66% |
$12.9K - $15.9K
|
12.2K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
398+ 1.29% |
$11.9K - $14.7K
|
31.3K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
349+ 0.98% |
$10.4K - $12.9K
|
36K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
342+ 19.46% |
$10.2K - $12.6K
|
2.1K
$80.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
325+ 14.91% |
$9.73K - $12K
|
2.51K
$96.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
297New |
$8.89K - $11K
|
297
$11.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
276+ 1.79% |
$8.26K - $10.2K
|
15.7K
$603K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
260+ 0.76% |
$7.78K - $9.6K
|
34.2K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
255+ 2.43% |
$7.63K - $9.42K
|
10.7K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
253+ 1.92% |
$7.57K - $9.34K
|
13.4K
$516K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
243+ 6.53% |
$7.27K - $8.97K
|
3.97K
$152K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
236+ 2.03% |
$7.06K - $8.72K
|
11.8K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
220+ 2.77% |
$6.58K - $8.12K
|
8.16K
$314K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
210+ 0.5% |
$6.29K - $7.76K
|
41.9K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
205+ 1.59% |
$6.14K - $7.57K
|
13.1K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
108+ 0.43% |
$3.23K - $3.99K
|
25.2K
$968K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
80+ 0.8% |
$2.39K - $2.95K
|
10.1K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
79+ 0.64% |
$2.36K - $2.92K
|
12.3K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40+ 0.24% |
$1.2K - $1.48K
|
16.7K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38+ 0.12% |
$1.14K - $1.4K
|
31.2K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
36+ 5.49% |
$1.08K - $1.33K
|
692
$26.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$958 - $1.18K
|
32
$1.23K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30+ 0.24% |
$898 - $1.11K
|
12.3K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
28+ 0.25% |
$838 - $1.03K
|
11.1K
$428K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.4% |
$808 - $997
|
6.82K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26+ 4.9% |
$778 - $960
|
557
$21.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
14+ 0.6% |
$419 - $517
|
2.33K
$89.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.02% |
$359 - $443
|
68.3K
$2.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 0.28% |
$150 - $185
|
1.81K
$69.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3+ 0.01% |
$89.8 - $111
|
33.3K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.03% |
$89.8 - $111
|
8.98K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$59.9 - $73.9
|
1.19K
$45.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$29.9 - $36.9
|
18.4K
$707K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
655K+ 31.53% |
$21.7M - $24M
|
2.73M
$105M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
370K+ 7.64% |
$12.2M - $13.6M
|
5.22M
$201M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
344K+ 8.58% |
$11.4M - $12.6M
|
4.36M
$168M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299K+ 11.31% |
$9.9M - $11M
|
2.95M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
270K+ 15.84% |
$8.93M - $9.89M
|
1.97M
$75.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 139.8% |
$5.97M - $6.61M
|
310K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
131K+ 13.59% |
$4.33M - $4.8M
|
1.09M
$42.1M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
121K+ 13.79% |
$4.01M - $4.44M
|
1M
$38.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
111K+ 6.95% |
$3.68M - $4.07M
|
1.71M
$65.8M
|
|