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 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
866+ 3.57% |
$21.7K - $23K
|
25.1K
$892K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
837+ 5.62% |
$21K - $22.2K
|
15.7K
$558K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
817+ 0.28% |
$20.5K - $21.7K
|
293K
$10.4M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
754+ 2.77% |
$18.9K - $20K
|
28K
$993K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
712+ 6.62% |
$17.8K - $18.9K
|
11.5K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
640+ 5.62% |
$16K - $17K
|
12K
$426K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
617+ 15.43% |
$15.4K - $16.4K
|
4.62K
$164K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
505+ 46.42% |
$12.6K - $13.4K
|
1.59K
$56.5K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
340+ 5.63% |
$8.51K - $9.03K
|
6.38K
$226K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
244+ 2.53% |
$6.11K - $6.48K
|
9.88K
$351K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
218+ 1.34% |
$5.46K - $5.79K
|
16.5K
$587K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
209+ 7.76% |
$5.23K - $5.55K
|
2.9K
$103K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
178+ 0.32% |
$4.46K - $4.73K
|
55.9K
$1.98M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
78+ 0.41% |
$1.95K - $2.07K
|
19.3K
$684K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
70+ 0.8% |
$1.75K - $1.86K
|
8.84K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$250 - $266
|
5.34K
$190K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.33% |
$125 - $133
|
1.54K
$54.5K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.2% |
$100 - $106
|
1.99K
$70.7K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$50.1 - $53.1
|
2
$71
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$25 - $26.6
|
4.09K
$145K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.1% |
$25 - $26.6
|
988
$35.1K
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-88- 0.61% |
$2.2K - $2.34K
|
14.3K
$508K
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-225- 1.34% |
$5.63K - $5.97K
|
16.6K
$588K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-747- 6.28% |
$18.7K - $19.8K
|
11.2K
$396K
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-828- 6.45% |
$20.7K - $22K
|
12K
$426K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-862- 7.44% |
$21.6K - $22.9K
|
10.7K
$380K
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 2.3% |
$59.3K - $62.9K
|
101K
$3.58M
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-4.32K- 3.42% |
$108K - $115K
|
122K
$4.33M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.4K- 4.0% |
$110K - $117K
|
106K
$3.75M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.22K- 32.3% |
$131K - $139K
|
10.9K
$388K
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-7.24K- 1.07% |
$181K - $192K
|
669K
$23.7M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-48.1K- 33.61% |
$1.2M - $1.28M
|
95K
$3.37M
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-162K- 21.73% |
$4.07M - $4.31M
|
585K
$20.8M
|