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 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.5KNew |
$820K - $921K
|
29.5K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
28.3KNew |
$786K - $883K
|
28.3K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
28.1KNew |
$782K - $878K
|
28.1K
$997K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26.7KNew |
$741K - $833K
|
26.7K
$946K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.3K+ 9.98% |
$677K - $760K
|
268K
$9.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.6K+ 1.59% |
$657K - $738K
|
1.51M
$53.4M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.7K+ 24.27% |
$632K - $710K
|
116K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.9KNew |
$609K - $684K
|
21.9K
$777K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.3K+ 74.78% |
$591K - $664K
|
49.7K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
21.1K+ 34.92% |
$586K - $658K
|
81.4K
$2.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
20.8K+ 453.97% |
$579K - $650K
|
25.4K
$901K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.7K+ 282.05% |
$576K - $647K
|
28.1K
$996K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
20K+ 2.78% |
$556K - $625K
|
740K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20K+ 9.38% |
$556K - $625K
|
233K
$8.27M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 2.18% |
$542K - $609K
|
914K
$32.4M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18.8K+ 22.19% |
$524K - $589K
|
104K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$489K - $549K
|
17.6K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.3K+ 5.78% |
$481K - $540K
|
316K
$11.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.1K+ 5.58% |
$476K - $535K
|
324K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15KNew |
$418K - $470K
|
15K
$534K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
13.5K+ 88.83% |
$374K - $421K
|
28.6K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
12.6KNew |
$351K - $395K
|
12.6K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4K+ 85.82% |
$344K - $386K
|
26.7K
$949K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.9KNew |
$330K - $371K
|
11.9K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$312K - $351K
|
11.2K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.5K+ 17.83% |
$293K - $330K
|
69.7K
$2.47M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
10.4KNew |
$288K - $323K
|
10.4K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.82KNew |
$273K - $307K
|
9.82K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.58KNew |
$267K - $299K
|
9.58K
$340K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.53KNew |
$265K - $298K
|
9.53K
$338K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.28K+ 108.91% |
$258K - $290K
|
17.8K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.75KNew |
$243K - $273K
|
8.75K
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.65K+ 73.85% |
$241K - $270K
|
20.4K
$722K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.03K+ 6.98% |
$223K - $251K
|
123K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.69KNew |
$214K - $240K
|
7.69K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.68KNew |
$213K - $240K
|
7.68K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.67KNew |
$213K - $240K
|
7.67K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7.45K+ 35.31% |
$207K - $233K
|
28.6K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.37KNew |
$205K - $230K
|
7.37K
$261K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.36KNew |
$205K - $230K
|
7.36K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7.14KNew |
$199K - $223K
|
7.14K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.8K+ 1.17% |
$189K - $212K
|
588K
$20.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.79K+ 56.46% |
$189K - $212K
|
18.8K
$667K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.72KNew |
$187K - $210K
|
6.72K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.29K+ 87.57% |
$175K - $197K
|
13.5K
$478K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.88K+ 36.6% |
$164K - $184K
|
22K
$779K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.88K+ 34.59% |
$164K - $184K
|
22.9K
$812K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72K+ 11.88% |
$159K - $179K
|
53.9K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.6K+ 18.62% |
$128K - $144K
|
29.3K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.31K+ 24.07% |
$120K - $135K
|
22.2K
$789K
|