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 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
32.7KNew |
$793K - $929K
|
32.7K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$297K - $348K
|
12.2K
$411K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.09KNew |
$172K - $202K
|
7.09K
$238K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.13KNew |
$76.1K - $89.1K
|
3.13K
$105K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.45K+ 3.35% |
$59.5K - $69.7K
|
75.6K
$2.54M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.14KNew |
$27.6K - $32.4K
|
1.14K
$38.3K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
552New |
$13.4K - $15.7K
|
552
$18.5K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$243 - $284
|
5.35K
$180K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.33% |
$121 - $142
|
1.54K
$51.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$506K - $536K
|
20.2K
$679K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.3KNew |
$233K - $247K
|
9.3K
$312K
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8.45KNew |
$212K - $224K
|
8.45K
$284K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
505+ 46.42% |
$12.6K - $13.4K
|
1.59K
$53.5K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$50.1 - $53.1
|
2
$67.2
|
|
Q2 2023 | |||||||
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.88K+ 9.9% |
$91.4K - $99.5K
|
43K
$1.44M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 96.62% |
$23.6K - $25.7K
|
2.04K
$68.4K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
355New |
$7.92K - $8.6K
|
355
$11.9K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
96KNew |
$1.97M - $2.26M
|
96K
$3.23M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.7K+ 41.65% |
$55.4K - $63.4K
|
9.17K
$308K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 101.2% |
$41.6K - $47.6K
|
4.02K
$135K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
900New |
$18.5K - $21.2K
|
900
$30.2K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
617KNew |
$12.6M - $14.9M
|
617K
$20.7M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
250New |
$5.1K - $6.02K
|
250
$8.4K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.2KNew |
$1M - $1.23M
|
47.2K
$1.59M
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$31.8K - $39K
|
1.5K
$50.4K
|