Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-351K- 22.51% |
$11.9M - $12.7M
|
1.21M
$43.7M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-212K- 96.64% |
$7.19M - $7.67M
|
7.36K
$267K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132K- 99.89% |
$4.5M - $4.8M
|
149
$5.4K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-96.2K- 9.08% |
$3.27M - $3.49M
|
964K
$34.9M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.6K- 63.9% |
$939K - $1M
|
15.6K
$566K
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-24.6K- 67.89% |
$835K - $891K
|
11.6K
$421K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21.2K- 57.51% |
$719K - $768K
|
15.7K
$567K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.51K- 12.36% |
$187K - $200K
|
39K
$1.41M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.31K- 2.18% |
$112K - $120K
|
149K
$5.38M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.65K- 1.35% |
$90K - $96K
|
194K
$7.03M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.58K- 3.42% |
$87.8K - $93.6K
|
73K
$2.64M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.55K- 8.11% |
$52.6K - $56.2K
|
17.6K
$636K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.38K- 3.24% |
$46.8K - $49.9K
|
41.2K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.12K- 0.57% |
$37.9K - $40.5K
|
194K
$7.01M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-841- 10.73% |
$28.6K - $30.5K
|
7K
$254K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-798- 12.55% |
$27.1K - $28.9K
|
5.56K
$201K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-716- 1.76% |
$24.3K - $25.9K
|
40.1K
$1.45M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-600- 5.35% |
$20.4K - $21.7K
|
10.6K
$385K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-541- 2.77% |
$18.4K - $19.6K
|
19K
$689K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-535- 6.37% |
$18.2K - $19.4K
|
7.87K
$285K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-484- 4.96% |
$16.4K - $17.5K
|
9.28K
$336K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-413- 3.68% |
$14K - $15K
|
10.8K
$392K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 3.84% |
$13.6K - $14.5K
|
10K
$363K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-269- 3.43% |
$9.14K - $9.75K
|
7.57K
$274K
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-244- 1.61% |
$8.29K - $8.84K
|
14.9K
$539K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 1.7% |
$4.99K - $5.33K
|
8.51K
$308K
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-98- 0.1% |
$3.33K - $3.55K
|
101K
$3.65M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.28% |
$2.99K - $3.19K
|
31.6K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-61- 0.41% |
$2.07K - $2.21K
|
14.6K
$531K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-51- 0.7% |
$1.73K - $1.85K
|
7.28K
$264K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 0.12% |
$917 - $978
|
22.5K
$814K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 0.01% |
$815 - $870
|
182K
$6.6M
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-18- 0.05% |
$611 - $652
|
33.3K
$1.21M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.02% |
$102 - $109
|
17.3K
$626K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3- 0.3% |
$102 - $109
|
992
$35.9K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.6K- 33.79% |
$2.23M - $2.46M
|
140K
$5.08M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.1K- 87.34% |
$2.09M - $2.3M
|
9.73K
$353K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51.7K- 17.27% |
$1.61M - $1.77M
|
247K
$8.96M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 2.31% |
$414K - $456K
|
563K
$20.4M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.42K- 2.15% |
$169K - $186K
|
247K
$8.93M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.5K- 3.55% |
$140K - $155K
|
122K
$4.43M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 4.2% |
$86.7K - $95.4K
|
63.4K
$2.3M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-433- 1.67% |
$13.5K - $14.9K
|
25.6K
$926K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 1.32% |
$2.68K - $2.95K
|
6.42K
$233K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-104K- 83.24% |
$3.09M - $3.37M
|
20.9K
$758K
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-17K- 60.05% |
$504K - $551K
|
11.3K
$409K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.56K- 89.54% |
$254K - $278K
|
1K
$36.2K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.11K- 21.22% |
$181K - $198K
|
22.7K
$821K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.73K- 46.68% |
$140K - $153K
|
5.4K
$196K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 11.05% |
$44.8K - $48.9K
|
12.1K
$439K
|