Purchases and Sales Made in Q3 2023 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.33M+ 179.43% |
$58.3M - $61.8M
|
3.63M
$130M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
676KNew |
$16.9M - $17.9M
|
676K
$24.2M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
529KNew |
$13.2M - $14M
|
529K
$18.9M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
445K+ 22.32% |
$11.1M - $11.8M
|
2.44M
$87.2M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
405K+ 46.73% |
$10.1M - $10.8M
|
1.27M
$45.5M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
246KNew |
$6.17M - $6.54M
|
246K
$8.82M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
237KNew |
$5.93M - $6.29M
|
237K
$8.48M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
224K+ 81.52% |
$5.62M - $5.96M
|
500K
$17.9M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
220K+ 845.98% |
$5.5M - $5.83M
|
246K
$8.79M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
205K+ 45.73% |
$5.14M - $5.45M
|
654K
$23.4M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202K+ 28.2% |
$5.07M - $5.37M
|
920K
$32.9M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
186K+ 53.72% |
$4.66M - $4.94M
|
533K
$19.1M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
186KNew |
$4.65M - $4.93M
|
186K
$6.65M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
176K+ 597.34% |
$4.4M - $4.66M
|
205K
$7.34M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
174K+ 239.97% |
$4.35M - $4.61M
|
246K
$8.81M
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
157KNew |
$3.93M - $4.16M
|
157K
$5.61M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
150K+ 229.08% |
$3.76M - $3.99M
|
216K
$7.73M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 13.69% |
$3.47M - $3.68M
|
1.15M
$41.3M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
138K+ 132.48% |
$3.45M - $3.66M
|
242K
$8.66M
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
137K+ 6.24% |
$3.43M - $3.64M
|
2.33M
$83.5M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
127K+ 26.37% |
$3.19M - $3.38M
|
611K
$21.9M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116K+ 16.22% |
$2.92M - $3.09M
|
834K
$29.9M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
114K+ 261.15% |
$2.84M - $3.02M
|
157K
$5.62M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
97.1K+ 54.61% |
$2.43M - $2.58M
|
275K
$9.84M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
95.7K+ 74.13% |
$2.4M - $2.54M
|
225K
$8.04M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
95KNew |
$2.38M - $2.52M
|
95K
$3.4M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
93.2K+ 15.77% |
$2.33M - $2.47M
|
684K
$24.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
86K+ 11.23% |
$2.15M - $2.28M
|
852K
$30.5M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
66KNew |
$1.65M - $1.75M
|
66K
$2.36M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.4K+ 78.94% |
$1.64M - $1.74M
|
148K
$5.31M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
58.6KNew |
$1.47M - $1.55M
|
58.6K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57.2KNew |
$1.43M - $1.52M
|
57.2K
$2.05M
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
54.5KNew |
$1.36M - $1.45M
|
54.5K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52K+ 3.24% |
$1.3M - $1.38M
|
1.66M
$59.3M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49.5K+ 67.93% |
$1.24M - $1.31M
|
122K
$4.38M
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
48.5K+ 8.72% |
$1.21M - $1.29M
|
605K
$21.7M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.5K+ 4.39% |
$1.04M - $1.1M
|
988K
$35.4M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
40.7KNew |
$1.02M - $1.08M
|
40.7K
$1.46M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
40.7K+ 21.0% |
$1.02M - $1.08M
|
234K
$8.39M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
35.4K+ 317.33% |
$887K - $940K
|
46.6K
$1.67M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.6K+ 96.44% |
$867K - $920K
|
70.5K
$2.53M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
33.6KNew |
$842K - $893K
|
33.6K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31.7K+ 83.36% |
$794K - $842K
|
69.7K
$2.5M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31K+ 2.67% |
$777K - $824K
|
1.19M
$42.7M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
29.3K+ 14.63% |
$734K - $779K
|
230K
$8.23M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28.9K+ 16.41% |
$725K - $768K
|
205K
$7.35M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.3K+ 121.3% |
$658K - $697K
|
47.9K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25.2K+ 75.39% |
$631K - $669K
|
58.6K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.8KNew |
$620K - $657K
|
24.8K
$887K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.4K+ 6.63% |
$587K - $622K
|
377K
$13.5M
|