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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-516K- 61.53% |
$16.1M - $17.7M
|
323K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-92.9K- 12.14% |
$2.9M - $3.19M
|
672K
$23.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-75.6K- 83.67% |
$2.36M - $2.6M
|
14.8K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.6K- 33.79% |
$2.23M - $2.46M
|
140K
$4.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.1K- 87.34% |
$2.09M - $2.3M
|
9.73K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65.4K- 89.29% |
$2.04M - $2.24M
|
7.84K
$275K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51.7K- 17.27% |
$1.61M - $1.77M
|
247K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.4K- 4.86% |
$1.35M - $1.49M
|
851K
$29.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.9K- 35.89% |
$809K - $891K
|
46.3K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 5.59% |
$612K - $674K
|
331K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 2.31% |
$414K - $456K
|
563K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.42K- 58.96% |
$294K - $324K
|
6.56K
$230K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-6.75K- 0.9% |
$211K - $232K
|
747K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.42K- 2.15% |
$169K - $186K
|
247K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-5.29K- 81.77% |
$165K - $182K
|
1.18K
$41.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.5K- 3.55% |
$140K - $155K
|
122K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.41K- 1.46% |
$106K - $117K
|
230K
$8.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 4.2% |
$86.7K - $95.4K
|
63.4K
$2.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.63K- 5.49% |
$82.2K - $90.4K
|
45.3K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-2.02K- 2.41% |
$62.9K - $69.2K
|
81.8K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.98K- 4.96% |
$61.6K - $67.8K
|
37.9K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.6K- 12.48% |
$49.9K - $54.9K
|
11.2K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.24K- 10.34% |
$38.7K - $42.6K
|
10.8K
$377K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.2K- 2.63% |
$37.5K - $41.3K
|
44.5K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 1.18% |
$37.4K - $41.2K
|
101K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 10.54% |
$35.9K - $39.5K
|
9.77K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-848- 10.14% |
$26.4K - $29.1K
|
7.52K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-741- 6.93% |
$23.1K - $25.4K
|
9.95K
$349K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-720- 4.2% |
$22.5K - $24.7K
|
16.4K
$576K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-577- 6.81% |
$18K - $19.8K
|
7.89K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-554- 3.53% |
$17.3K - $19K
|
15.1K
$530K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-433- 1.67% |
$13.5K - $14.9K
|
25.6K
$896K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-430- 1.0% |
$13.4K - $14.8K
|
42.6K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-367- 2.3% |
$11.4K - $12.6K
|
15.6K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-191- 2.84% |
$5.96K - $6.56K
|
6.53K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-161- 0.84% |
$5.02K - $5.53K
|
19.1K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 1.32% |
$2.68K - $2.95K
|
6.42K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 0.25% |
$1.4K - $1.54K
|
17.8K
$623K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-104K- 83.24% |
$3.09M - $3.37M
|
20.9K
$733K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-17K- 60.05% |
$504K - $551K
|
11.3K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.56K- 89.54% |
$254K - $278K
|
1K
$35.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.11K- 21.22% |
$181K - $198K
|
22.7K
$794K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.73K- 46.68% |
$140K - $153K
|
5.4K
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 11.05% |
$44.8K - $48.9K
|
12.1K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 91.53% |
$43.3K - $47.3K
|
135
$4.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 4.16% |
$31.4K - $34.3K
|
24.3K
$853K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-163- 0.74% |
$4.84K - $5.29K
|
21.7K
$762K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.63K- 9.07% |
$45.2K - $50.8K
|
16.3K
$571K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-179- 77.16% |
$4.98K - $5.59K
|
53
$1.86K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-3.16K- 4.79% |
$76.7K - $89.8K
|
62.8K
$2.2M
|
|