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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 19.44% |
$120K - $135K
|
26.5K
$939K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.25K+ 2.81% |
$118K - $133K
|
156K
$5.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.13K+ 21.8% |
$115K - $129K
|
23.1K
$819K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.08K+ 16.52% |
$113K - $127K
|
28.8K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.97K+ 3.47% |
$110K - $124K
|
118K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.79KNew |
$105K - $118K
|
3.79K
$134K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.74K+ 11.52% |
$104K - $117K
|
36.2K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.66K+ 23.86% |
$102K - $114K
|
19K
$674K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.63K+ 17.48% |
$101K - $113K
|
24.4K
$865K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.37K+ 5.34% |
$93.6K - $105K
|
66.4K
$2.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.21K+ 8.29% |
$89.2K - $100K
|
41.9K
$1.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.02K+ 81.76% |
$84K - $94.4K
|
6.72K
$238K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
2.79K+ 28.41% |
$77.5K - $87K
|
12.6K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.77KNew |
$77K - $86.5K
|
2.77K
$98.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.61KNew |
$72.6K - $81.6K
|
2.61K
$92.6K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.53K+ 15.07% |
$70.4K - $79.1K
|
19.3K
$686K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.49K+ 32.09% |
$69.3K - $77.9K
|
10.3K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.48K+ 33.02% |
$69K - $77.5K
|
10K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.23K+ 14.64% |
$62K - $69.6K
|
17.4K
$619K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 7.71% |
$61.1K - $68.7K
|
30.7K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.1K+ 13.42% |
$58.5K - $65.7K
|
17.8K
$631K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2K+ 43.32% |
$55.6K - $62.5K
|
6.62K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2K+ 20.65% |
$55.5K - $62.4K
|
11.7K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.98K+ 4.71% |
$55.1K - $61.9K
|
44K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.8K+ 8.52% |
$50.1K - $56.2K
|
22.9K
$813K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.77K+ 7.38% |
$49.2K - $55.3K
|
25.8K
$914K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.75KNew |
$48.7K - $54.7K
|
1.75K
$62.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.54K+ 5.22% |
$42.9K - $48.2K
|
31.1K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.23K+ 0.51% |
$34.3K - $38.5K
|
245K
$8.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 2.07% |
$32K - $35.9K
|
56.8K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.07K+ 3.04% |
$29.6K - $33.3K
|
36.1K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.05K+ 7.57% |
$29.1K - $32.7K
|
14.9K
$529K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
875+ 5.28% |
$24.3K - $27.3K
|
17.4K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
850+ 16.07% |
$23.6K - $26.6K
|
6.14K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
766New |
$21.3K - $23.9K
|
766
$27.2K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
612+ 0.81% |
$17K - $19.1K
|
76.2K
$2.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
552+ 5.37% |
$15.4K - $17.2K
|
10.8K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
504+ 3.84% |
$14K - $15.7K
|
13.6K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
500+ 83.33% |
$13.9K - $15.6K
|
1.1K
$39K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
394+ 6.18% |
$11K - $12.3K
|
6.77K
$240K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
280+ 2.19% |
$7.79K - $8.75K
|
13.1K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
250+ 3.11% |
$6.95K - $7.81K
|
8.3K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
249New |
$6.92K - $7.78K
|
249
$8.83K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
225+ 1.11% |
$6.26K - $7.03K
|
20.5K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
194+ 1.8% |
$5.4K - $6.06K
|
11K
$390K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
150+ 0.93% |
$4.17K - $4.69K
|
16.3K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41+ 0.2% |
$1.14K - $1.28K
|
20.3K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6New |
$167 - $187
|
6
$213
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.4% |
$111 - $125
|
1.02K
$36K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$27.8 - $31.2
|
16.9K
$599K
|