Purchases and Sales Made in Q1 2024 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q1 2024. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE EQUITY ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47M+ 208.02% |
$41M - $46.1M
|
2.18M
$74.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.1M+ 37.67% |
$30.7M - $34.5M
|
4.03M
$138M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
767K+ 181.06% |
$21.3M - $24M
|
1.19M
$40.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
640K+ 517.4% |
$17.8M - $20M
|
764K
$26.1M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
600K+ 1973.89% |
$16.7M - $18.7M
|
630K
$21.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
488K+ 46.43% |
$13.6M - $15.3M
|
1.54M
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
414K+ 23.12% |
$11.5M - $12.9M
|
2.2M
$75.3M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
392KNew |
$10.9M - $12.2M
|
392K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
384K+ 9.15% |
$10.7M - $12M
|
4.58M
$157M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
356K+ 21.91% |
$9.9M - $11.1M
|
1.98M
$67.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
286K+ 32.82% |
$7.96M - $8.94M
|
1.16M
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
256K+ 37.3% |
$7.11M - $7.99M
|
941K
$32.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
245K+ 20.36% |
$6.81M - $7.65M
|
1.45M
$49.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200K+ 81.34% |
$5.55M - $6.23M
|
445K
$15.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 2225.39% |
$4.3M - $4.83M
|
162K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 2225.39% |
$4.3M - $4.83M
|
162K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
141K+ 134.93% |
$3.93M - $4.41M
|
246K
$8.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
105K+ 7.95% |
$2.91M - $3.27M
|
1.42M
$48.6M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
103K+ 3.21% |
$2.87M - $3.22M
|
3.32M
$113M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
102K+ 16.42% |
$2.83M - $3.18M
|
722K
$24.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
98.8K+ 171.85% |
$2.75M - $3.09M
|
156K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
97.4K+ 25.71% |
$2.71M - $3.04M
|
476K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
82.7K+ 28.38% |
$2.3M - $2.58M
|
374K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
78.9K+ 171.68% |
$2.19M - $2.47M
|
125K
$4.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
76.2KNew |
$2.12M - $2.38M
|
76.2K
$2.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75.2K+ 44.93% |
$2.09M - $2.35M
|
243K
$8.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
75K+ 25.7% |
$2.09M - $2.34M
|
367K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.5K+ 5.38% |
$1.91M - $2.14M
|
1.34M
$45.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
65.1K+ 25.26% |
$1.81M - $2.03M
|
323K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.1K+ 19.2% |
$1.78M - $2M
|
398K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
63.6K+ 143.32% |
$1.77M - $1.99M
|
108K
$3.69M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.1K+ 23.78% |
$1.67M - $1.88M
|
313K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55.2K+ 65.14% |
$1.54M - $1.72M
|
140K
$4.78M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.8K+ 18.55% |
$1.44M - $1.62M
|
331K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.8K+ 220.59% |
$1.44M - $1.62M
|
75.3K
$2.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
49.5KNew |
$1.38M - $1.55M
|
49.5K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.8KNew |
$1.27M - $1.43M
|
45.8K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43.6K+ 18.06% |
$1.21M - $1.36M
|
285K
$9.74M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
43K+ 28.1% |
$1.2M - $1.34M
|
196K
$6.71M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.9K+ 286.77% |
$1.11M - $1.25M
|
53.8K
$1.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39.5K+ 70.96% |
$1.1M - $1.24M
|
95.2K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.9K+ 18.06% |
$1.08M - $1.22M
|
254K
$8.69M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36.8K+ 45.17% |
$1.02M - $1.15M
|
118K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36.7KNew |
$1.02M - $1.15M
|
36.7K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36.6K+ 24.25% |
$1.02M - $1.14M
|
188K
$6.41M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.8K+ 13.0% |
$996K - $1.12M
|
311K
$10.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32.7K+ 15.45% |
$910K - $1.02M
|
245K
$8.36M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
32.1K+ 21.03% |
$892K - $1M
|
185K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
31.4K+ 9.08% |
$874K - $982K
|
378K
$12.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 9.26% |
$828K - $931K
|
352K
$12M
|