Purchases and Sales Made in Q2 2022 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
483KNew |
$10.2M - $12.6M
|
483K
$16.9M
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
398K+ 293.23% |
$8.43M - $10.4M
|
534K
$18.7M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
381KNew |
$8.07M - $9.93M
|
381K
$13.4M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
326KNew |
$6.89M - $8.47M
|
326K
$11.4M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283K+ 301.34% |
$5.99M - $7.36M
|
377K
$13.2M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
243KNew |
$5.15M - $6.33M
|
243K
$8.53M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
198K+ 1235.8% |
$4.19M - $5.15M
|
214K
$7.49M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
185K+ 308.63% |
$3.91M - $4.8M
|
244K
$8.57M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131K+ 555.08% |
$2.76M - $3.4M
|
154K
$5.4M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
117KNew |
$2.48M - $3.04M
|
117K
$4.1M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
97.8KNew |
$2.07M - $2.55M
|
97.8K
$3.43M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
94KNew |
$1.99M - $2.45M
|
94K
$3.29M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
70.8KNew |
$1.5M - $1.84M
|
70.8K
$2.48M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.6K+ 1199.63% |
$1.3M - $1.6M
|
66.7K
$2.34M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
59KNew |
$1.25M - $1.54M
|
59K
$2.07M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
58.2KNew |
$1.23M - $1.51M
|
58.2K
$2.04M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.8KNew |
$1.18M - $1.45M
|
55.8K
$1.96M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.8K+ 270.38% |
$1.14M - $1.4M
|
73.6K
$2.58M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.2KNew |
$1M - $1.23M
|
47.2K
$1.66M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
37.4KNew |
$791K - $973K
|
37.4K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.5KNew |
$773K - $951K
|
36.5K
$1.28M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
36KNew |
$762K - $937K
|
36K
$1.26M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
31.3KNew |
$662K - $815K
|
31.3K
$1.1M
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.5KNew |
$646K - $794K
|
30.5K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.4KNew |
$539K - $662K
|
25.4K
$892K
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
25.1KNew |
$532K - $654K
|
25.1K
$881K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25KNew |
$529K - $651K
|
25K
$876K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22.3KNew |
$473K - $581K
|
22.3K
$782K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.2KNew |
$449K - $552K
|
21.2K
$743K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.2KNew |
$407K - $500K
|
19.2K
$674K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8KNew |
$397K - $488K
|
18.8K
$658K
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
18.3KNew |
$387K - $476K
|
18.3K
$641K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.9KNew |
$380K - $467K
|
17.9K
$628K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17K+ 83.26% |
$359K - $442K
|
37.4K
$1.31M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
15KNew |
$318K - $390K
|
15K
$526K
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
13.5KNew |
$285K - $351K
|
13.5K
$472K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.5K+ 100.98% |
$285K - $350K
|
26.8K
$939K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3KNew |
$260K - $319K
|
12.3K
$430K
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
9.25KNew |
$196K - $241K
|
9.25K
$324K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.32K+ 91.45% |
$155K - $190K
|
15.3K
$537K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.23KNew |
$153K - $188K
|
7.23K
$253K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.47KNew |
$137K - $168K
|
6.47K
$227K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.85KNew |
$124K - $152K
|
5.85K
$205K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$31.8K - $39K
|
1.5K
$52.6K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.3K+ 14.75% |
$27.5K - $33.8K
|
10.1K
$354K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 105.0% |
$22.2K - $27.3K
|
2.05K
$71.9K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$21.2K - $26K
|
1K
$35.1K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
807New |
$17.1K - $21K
|
807
$28.3K
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
619+ 5.01% |
$13.1K - $16.1K
|
13K
$455K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
548New |
$11.6K - $14.3K
|
548
$19.2K
|