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 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-431- 0.58% |
$12.8K - $14K
|
73.7K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-556- 4.85% |
$16.5K - $18K
|
10.9K
$388K
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-741- 2.53% |
$22K - $24K
|
28.5K
$1.01M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-938- 6.65% |
$27.9K - $30.4K
|
13.2K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 4.16% |
$31.4K - $34.3K
|
24.3K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 91.53% |
$43.3K - $47.3K
|
135
$4.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.51K- 11.05% |
$44.8K - $48.9K
|
12.1K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 5.8% |
$45.6K - $49.8K
|
24.9K
$886K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.06K- 19.93% |
$61.3K - $66.9K
|
8.29K
$295K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 3.0% |
$93.9K - $102K
|
102K
$3.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.36K- 17.39% |
$99.9K - $109K
|
16K
$568K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.92K- 1.21% |
$116K - $127K
|
320K
$11.4M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-4.14K- 4.7% |
$123K - $134K
|
83.8K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.73K- 46.68% |
$140K - $153K
|
5.4K
$192K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.11K- 21.22% |
$181K - $198K
|
22.7K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.56K- 89.54% |
$254K - $278K
|
1K
$35.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-8.81K- 39.68% |
$262K - $286K
|
13.4K
$476K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-9.37K- 3.96% |
$278K - $304K
|
227K
$8.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.6K- 51.59% |
$314K - $343K
|
9.93K
$353K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.3K- 2.1% |
$366K - $400K
|
576K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.9K- 43.76% |
$384K - $419K
|
16.6K
$590K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-17K- 60.05% |
$504K - $551K
|
11.3K
$401K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.6K- 16.31% |
$524K - $572K
|
90.4K
$3.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.7K- 7.65% |
$556K - $607K
|
226K
$8.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-33.4K- 63.44% |
$994K - $1.09M
|
19.3K
$685K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.7K- 44.24% |
$1.06M - $1.16M
|
45K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-38.8K- 35.86% |
$1.15M - $1.26M
|
69.5K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-104K- 83.24% |
$3.09M - $3.37M
|
20.9K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-122K- 85.31% |
$3.62M - $3.95M
|
20.9K
$745K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-167K- 71.62% |
$4.96M - $5.42M
|
66.2K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-180K- 45.92% |
$5.35M - $5.84M
|
212K
$7.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-297K- 24.91% |
$8.82M - $9.63M
|
894K
$31.8M
|