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 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.37KNew |
$249K - $272K
|
8.37K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
8.22K+ 37.43% |
$244K - $267K
|
30.2K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.06K+ 16.23% |
$240K - $262K
|
57.7K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.71KNew |
$229K - $250K
|
7.71K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.61K+ 61.17% |
$226K - $247K
|
20K
$713K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.42K+ 3.03% |
$221K - $241K
|
252K
$8.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.04K+ 67.23% |
$209K - $229K
|
17.5K
$623K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
6.94KNew |
$206K - $225K
|
6.94K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.82K+ 10.27% |
$203K - $221K
|
73.2K
$2.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.81KNew |
$203K - $221K
|
6.81K
$242K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.8KNew |
$202K - $221K
|
6.8K
$242K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6.79KNew |
$202K - $220K
|
6.79K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.66K+ 24.96% |
$198K - $216K
|
33.3K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.43K+ 17.76% |
$191K - $209K
|
42.6K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.41KNew |
$191K - $208K
|
6.41K
$228K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.35K+ 17.32% |
$189K - $206K
|
43K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.32K+ 3.94% |
$188K - $205K
|
167K
$5.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
6.26KNew |
$186K - $203K
|
6.26K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.84K+ 44.67% |
$174K - $189K
|
18.9K
$672K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.49K+ 74.55% |
$163K - $178K
|
12.9K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.39K+ 2.3% |
$160K - $175K
|
240K
$8.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5K+ 42.18% |
$149K - $162K
|
16.9K
$600K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.9K+ 63.82% |
$146K - $159K
|
12.6K
$447K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.84K+ 66.31% |
$144K - $157K
|
12.1K
$431K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 15.81% |
$132K - $144K
|
32.5K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.93K+ 17.33% |
$117K - $128K
|
26.6K
$946K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.67K+ 333.91% |
$109K - $119K
|
4.77K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.63K+ 41.49% |
$108K - $118K
|
12.4K
$440K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.5K+ 14.36% |
$104K - $114K
|
27.9K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.34K+ 1.78% |
$99.4K - $108K
|
191K
$6.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.96K+ 34.95% |
$88K - $96.1K
|
11.4K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94K+ 26.78% |
$87.5K - $95.5K
|
13.9K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 0.32% |
$86K - $93.9K
|
916K
$32.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.85K+ 16.33% |
$84.7K - $92.5K
|
20.3K
$722K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.79K+ 28.37% |
$82.8K - $90.4K
|
12.6K
$448K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.76KNew |
$81.9K - $89.4K
|
2.76K
$98K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.73K+ 1.25% |
$81K - $88.5K
|
221K
$7.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.68K+ 6.39% |
$79.6K - $86.9K
|
44.6K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
2.54K+ 20.17% |
$75.5K - $82.4K
|
15.1K
$538K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.53K+ 25.31% |
$75.2K - $82.1K
|
12.5K
$445K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.38KNew |
$70.9K - $77.4K
|
2.38K
$84.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.98K+ 6.93% |
$58.8K - $64.3K
|
30.5K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.8K+ 13.35% |
$53.5K - $58.4K
|
15.3K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.8K+ 15.41% |
$53.4K - $58.3K
|
13.5K
$479K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.63K+ 14.79% |
$48.6K - $53K
|
12.7K
$451K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61K+ 8.56% |
$47.8K - $52.2K
|
20.4K
$726K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.55K+ 8.74% |
$46.2K - $50.4K
|
19.3K
$687K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.48K+ 7.77% |
$43.9K - $47.9K
|
20.5K
$728K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 138.29% |
$41.8K - $45.6K
|
2.42K
$86.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.27K+ 4.09% |
$37.8K - $41.2K
|
32.4K
$1.15M
|