Purchases and Sales Made in Q2 2023 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q2 2023. 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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
820K+ 171.65% |
$19.3M - $21.1M
|
1.3M
$45.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
510K+ 198.78% |
$12M - $13.1M
|
766K
$26.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
498K+ 227.37% |
$11.8M - $12.8M
|
718K
$25.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
358K+ 60.91% |
$8.45M - $9.2M
|
947K
$33.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
276K+ 31.12% |
$6.51M - $7.09M
|
1.16M
$40.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
272K+ 67.27% |
$6.42M - $6.98M
|
676K
$23.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
266K+ 15.39% |
$6.27M - $6.82M
|
1.99M
$69.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
236K+ 12.03% |
$5.56M - $6.05M
|
2.19M
$76.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
216K+ 33.28% |
$5.11M - $5.56M
|
867K
$30.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
202K+ 140.18% |
$4.77M - $5.2M
|
347K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
157K+ 36.11% |
$3.7M - $4.03M
|
591K
$20.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
143KNew |
$3.38M - $3.68M
|
143K
$5.02M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
129K+ 2405.14% |
$3.05M - $3.31M
|
134K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
126K+ 35.36% |
$2.98M - $3.24M
|
483K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
124K+ 648.71% |
$2.92M - $3.18M
|
143K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 42.36% |
$2.48M - $2.7M
|
354K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103K+ 7052.85% |
$2.42M - $2.64M
|
104K
$3.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
68.2KNew |
$1.61M - $1.75M
|
68.2K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64K+ 6.75% |
$1.51M - $1.64M
|
1.01M
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.1K+ 3.49% |
$1.28M - $1.39M
|
1.61M
$56.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
54.1K+ 325.82% |
$1.28M - $1.39M
|
70.7K
$2.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
54.1K+ 325.82% |
$1.28M - $1.39M
|
70.7K
$2.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.5K+ 141.06% |
$1.14M - $1.25M
|
82.9K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.9KNew |
$964K - $1.05M
|
40.9K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.4KNew |
$789K - $858K
|
33.4K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31.4K+ 75.85% |
$742K - $807K
|
72.9K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.5K+ 68.93% |
$697K - $758K
|
72.4K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
29.4KNew |
$694K - $755K
|
29.4K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 17.42% |
$623K - $678K
|
178K
$6.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
25.4KNew |
$600K - $653K
|
25.4K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.9K+ 17.37% |
$563K - $613K
|
161K
$5.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23.6KNew |
$557K - $607K
|
23.6K
$828K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.5KNew |
$555K - $605K
|
23.5K
$825K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.8K+ 12.82% |
$537K - $585K
|
200K
$7.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.7K+ 107.53% |
$465K - $506K
|
38K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19K+ 12.08% |
$448K - $488K
|
176K
$6.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
17.1K+ 34.08% |
$402K - $438K
|
67.1K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
16.3K+ 161.18% |
$384K - $418K
|
26.4K
$924K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
16.3K+ 9.16% |
$383K - $417K
|
194K
$6.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 5.85% |
$359K - $390K
|
275K
$9.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
14.9K+ 2.76% |
$352K - $383K
|
556K
$19.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
13.6KNew |
$320K - $348K
|
13.6K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 6.42% |
$318K - $346K
|
223K
$7.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 14.84% |
$314K - $342K
|
103K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12.7KNew |
$301K - $327K
|
12.7K
$447K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$281K - $306K
|
11.9K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
11.2KNew |
$263K - $287K
|
11.2K
$391K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.8KNew |
$254K - $276K
|
10.8K
$377K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2K+ 19.71% |
$242K - $263K
|
62.2K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.23KNew |
$218K - $237K
|
9.23K
$323K
|