Purchases and Sales Made in Q2 2024 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 1306.19% |
$62.8M - $68.5M
|
2.27M
$80.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 1306.19% |
$62.8M - $68.5M
|
2.27M
$80.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31M+ 28.64% |
$39M - $42.6M
|
5.89M
$210M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16M+ 1661.49% |
$34.4M - $37.6M
|
1.23M
$43.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
884K+ 21.93% |
$26.3M - $28.7M
|
4.91M
$175M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
755KNew |
$22.5M - $24.5M
|
755K
$26.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
670K+ 43.5% |
$19.9M - $21.7M
|
2.21M
$78.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
428K+ 107.6% |
$12.7M - $13.9M
|
826K
$29.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
394K+ 35.88% |
$11.7M - $12.8M
|
1.49M
$53.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
342K+ 139.25% |
$10.2M - $11.1M
|
588K
$20.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
302K+ 9.1% |
$8.97M - $9.79M
|
3.62M
$129M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
297K+ 20.54% |
$8.84M - $9.65M
|
1.75M
$62.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
270K+ 12.26% |
$8.03M - $8.77M
|
2.47M
$88M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
247KNew |
$7.33M - $8M
|
247K
$8.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
211K+ 14.03% |
$6.28M - $6.86M
|
1.72M
$61.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
211K+ 22.41% |
$6.27M - $6.85M
|
1.15M
$41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
200K+ 14.91% |
$5.94M - $6.49M
|
1.54M
$54.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
197K+ 44.39% |
$5.87M - $6.41M
|
642K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
192K+ 40.36% |
$5.71M - $6.24M
|
668K
$23.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
185KNew |
$5.51M - $6.01M
|
185K
$6.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
158K+ 11.15% |
$4.71M - $5.14M
|
1.58M
$56.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155K+ 7.11% |
$4.61M - $5.04M
|
2.34M
$83.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
148K+ 55.08% |
$4.39M - $4.79M
|
416K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
135K+ 21.41% |
$4.01M - $4.38M
|
765K
$27.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
120K+ 32.75% |
$3.57M - $3.9M
|
487K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.6KNew |
$2.84M - $3.1M
|
95.6K
$3.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
95.2K+ 77.39% |
$2.83M - $3.09M
|
218K
$7.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.6K+ 4.63% |
$2.72M - $2.97M
|
2.07M
$73.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
88.4K+ 85.2% |
$2.63M - $2.87M
|
192K
$6.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
78.4K+ 10.87% |
$2.33M - $2.54M
|
800K
$28.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
77.4K+ 20.49% |
$2.3M - $2.51M
|
455K
$16.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
74.6K+ 9.77% |
$2.22M - $2.42M
|
838K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
67.4K+ 36.48% |
$2M - $2.19M
|
252K
$8.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
61.4KNew |
$1.82M - $1.99M
|
61.4K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
61.2K+ 51.7% |
$1.82M - $1.98M
|
179K
$6.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56.5K+ 23.29% |
$1.68M - $1.83M
|
299K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55KNew |
$1.63M - $1.78M
|
55K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51.2K+ 116.32% |
$1.52M - $1.66M
|
95.3K
$3.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
47K+ 372.0% |
$1.4M - $1.52M
|
59.6K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
45.7KNew |
$1.36M - $1.48M
|
45.7K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45.2K+ 15.84% |
$1.34M - $1.47M
|
330K
$11.7M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
42K+ 26.99% |
$1.25M - $1.36M
|
198K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
39.8KNew |
$1.18M - $1.29M
|
39.8K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
38.6K+ 24.69% |
$1.15M - $1.25M
|
195K
$6.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.7KNew |
$1.03M - $1.13M
|
34.7K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
34.6KNew |
$1.03M - $1.12M
|
34.6K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
34.5KNew |
$1.02M - $1.12M
|
34.5K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
33.2K+ 91.42% |
$985K - $1.08M
|
69.4K
$2.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.6K+ 12.82% |
$969K - $1.06M
|
287K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.4K+ 65.6% |
$964K - $1.05M
|
81.9K
$2.91M
|