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 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.01% |
$27.8 - $31.2
|
9.29K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3- 0.03% |
$83.4 - $93.7
|
10.1K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-39- 0.18% |
$1.08K - $1.22K
|
22.2K
$788K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.52% |
$1.39K - $1.56K
|
9.53K
$338K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-53- 0.07% |
$1.47K - $1.66K
|
74.2K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.48% |
$1.53K - $1.72K
|
11.5K
$407K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-179- 77.16% |
$4.98K - $5.59K
|
53
$1.88K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-193- 8.1% |
$5.37K - $6.03K
|
2.19K
$77.7K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-213- 2.18% |
$5.92K - $6.65K
|
9.56K
$339K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-289- 1.26% |
$8.04K - $9.03K
|
22.7K
$805K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-315- 2.82% |
$8.76K - $9.84K
|
10.9K
$385K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-341- 4.98% |
$9.48K - $10.7K
|
6.51K
$231K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-419- 3.24% |
$11.7K - $13.1K
|
12.5K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-440- 2.6% |
$12.2K - $13.7K
|
16.5K
$586K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-470- 6.05% |
$13.1K - $14.7K
|
7.3K
$259K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-521- 2.02% |
$14.5K - $16.3K
|
25.3K
$897K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-574- 0.53% |
$16K - $17.9K
|
108K
$3.84M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-647- 4.51% |
$18K - $20.2K
|
13.7K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-977- 0.68% |
$27.2K - $30.5K
|
143K
$5.06M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.24K- 9.04% |
$34.3K - $38.6K
|
12.4K
$441K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.5K- 0.63% |
$41.6K - $46.8K
|
234K
$8.31M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.5K- 10.47% |
$41.7K - $46.9K
|
12.8K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.63K- 9.07% |
$45.2K - $50.8K
|
16.3K
$578K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.83K- 11.52% |
$50.8K - $57.1K
|
14K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.07K- 0.87% |
$57.7K - $64.8K
|
237K
$8.4M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.51K- 73.89% |
$125K - $141K
|
1.59K
$56.5K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.83K- 2.92% |
$134K - $151K
|
160K
$5.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.48K- 2.84% |
$180K - $202K
|
221K
$7.85M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.9K- 7.01% |
$192K - $215K
|
91.5K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-7.04K- 30.48% |
$196K - $220K
|
16.1K
$570K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-11K- 15.88% |
$307K - $344K
|
58.4K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.5K- 1.71% |
$348K - $391K
|
718K
$25.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-25.6K- 4.29% |
$712K - $799K
|
571K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.7K- 3.63% |
$742K - $834K
|
709K
$25.2M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-32K- 26.69% |
$890K - $1M
|
87.9K
$3.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-88.2K- 62.6% |
$2.45M - $2.76M
|
52.7K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-105K- 56.52% |
$2.92M - $3.28M
|
80.7K
$2.86M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-211K- 18.31% |
$5.87M - $6.59M
|
941K
$33.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-761K- 40.92% |
$21.2M - $23.8M
|
1.1M
$39M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.11M- 92.89% |
$58.7M - $66M
|
162K
$5.74M
|