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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.5K+ 22.48% |
$935K - $1.02M
|
171K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.1K+ 518533.34% |
$925K - $1.01M
|
31.1K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28.8K+ 141.21% |
$855K - $933K
|
49.1K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.3K+ 9.08% |
$840K - $917K
|
340K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
27.8K+ 3.87% |
$826K - $902K
|
745K
$26.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27KNew |
$803K - $877K
|
27K
$961K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$741K - $809K
|
24.9K
$887K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22KNew |
$655K - $715K
|
22K
$784K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.8K+ 10.6% |
$618K - $675K
|
217K
$7.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.2K+ 21.21% |
$600K - $656K
|
115K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.4K+ 5.87% |
$578K - $631K
|
351K
$12.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
19.3K+ 23.75% |
$574K - $627K
|
101K
$3.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
19KNew |
$566K - $618K
|
19K
$677K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.5K+ 34.32% |
$549K - $599K
|
72.3K
$2.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$523K - $571K
|
17.6K
$626K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 32.52% |
$521K - $568K
|
71.4K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17.4K+ 4.65% |
$517K - $565K
|
392K
$13.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$502K - $548K
|
16.9K
$601K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16.8KNew |
$500K - $546K
|
16.8K
$599K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.4K+ 14.11% |
$488K - $533K
|
133K
$4.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16K+ 421.37% |
$475K - $518K
|
19.8K
$703K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$436K - $476K
|
14.7K
$521K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
14.2K+ 1.92% |
$421K - $460K
|
754K
$26.8M
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
13KNew |
$385K - $420K
|
13K
$461K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
12.7K+ 13.92% |
$379K - $413K
|
104K
$3.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12.6KNew |
$374K - $409K
|
12.6K
$448K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.3K+ 5.55% |
$365K - $399K
|
234K
$8.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12KNew |
$356K - $389K
|
12K
$426K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.8K+ 32.76% |
$352K - $384K
|
48K
$1.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.8K+ 41.14% |
$350K - $382K
|
40.4K
$1.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
11.6KNew |
$345K - $377K
|
11.6K
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$340K - $371K
|
11.4K
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 157.05% |
$316K - $345K
|
17.4K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.6K+ 59.61% |
$315K - $344K
|
28.4K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 13.89% |
$311K - $340K
|
85.8K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.2K+ 36.39% |
$304K - $332K
|
38.3K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1KNew |
$300K - $328K
|
10.1K
$360K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
10KNew |
$298K - $326K
|
10K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 56.96% |
$298K - $325K
|
27.6K
$981K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.99K+ 43.63% |
$297K - $324K
|
32.9K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.17K+ 2.61% |
$273K - $298K
|
361K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.98K+ 38.92% |
$267K - $292K
|
32.1K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.96KNew |
$266K - $291K
|
8.96K
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8.96K+ 34.77% |
$266K - $291K
|
34.7K
$1.23M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.79KNew |
$261K - $285K
|
8.79K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
8.6KNew |
$256K - $279K
|
8.6K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.5K+ 7.18% |
$253K - $276K
|
127K
$4.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.47KNew |
$252K - $275K
|
8.47K
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
8.47K+ 38.1% |
$252K - $275K
|
30.7K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.44KNew |
$251K - $274K
|
8.44K
$300K
|