Purchases and Sales Made in Q3 2024 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.76M+ 35.72% |
$54.7M - $60.3M
|
6.67M
$239M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14M+ 3664.22% |
$35.6M - $39.1M
|
1.17M
$41.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
781K+ 13.26% |
$24.4M - $26.8M
|
6.67M
$239M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
761K+ 33.5% |
$23.7M - $26.1M
|
3.03M
$109M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
603KNew |
$18.8M - $20.7M
|
603K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
481K+ 81.83% |
$15M - $16.5M
|
1.07M
$38.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
402K+ 18.16% |
$12.5M - $13.8M
|
2.61M
$93.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
381K+ 21.81% |
$11.9M - $13.1M
|
2.13M
$76.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
354K+ 72.73% |
$11.1M - $12.2M
|
842K
$30.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
353KNew |
$11M - $12.1M
|
353K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
327K+ 13.98% |
$10.2M - $11.2M
|
2.67M
$95.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
305K+ 24.84% |
$9.52M - $10.5M
|
1.53M
$54.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
273KNew |
$8.51M - $9.37M
|
273K
$9.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
273K+ 13.17% |
$8.51M - $9.37M
|
2.35M
$84M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234K+ 28.29% |
$7.29M - $8.02M
|
1.06M
$38M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222K+ 14.03% |
$6.91M - $7.61M
|
1.8M
$64.5M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213K+ 3317.3% |
$6.63M - $7.3M
|
219K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
160K+ 13.87% |
$4.99M - $5.49M
|
1.31M
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
156K+ 163.1% |
$4.86M - $5.35M
|
252K
$9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142K+ 9.24% |
$4.44M - $4.89M
|
1.68M
$60.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
140K+ 3.86% |
$4.35M - $4.79M
|
3.76M
$135M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132K+ 20.56% |
$4.12M - $4.54M
|
774K
$27.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
131KNew |
$4.1M - $4.51M
|
131K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115KNew |
$3.59M - $3.96M
|
115K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
109K+ 866.27% |
$3.4M - $3.74M
|
122K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
98.9K+ 561.62% |
$3.08M - $3.4M
|
117K
$4.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
75.4K+ 39.27% |
$2.35M - $2.59M
|
268K
$9.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
67.9K+ 8.98% |
$2.12M - $2.33M
|
823K
$29.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67.8K+ 21.18% |
$2.11M - $2.33M
|
388K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.7K+ 4.33% |
$2.02M - $2.22M
|
1.56M
$55.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
61.4K+ 24.35% |
$1.91M - $2.11M
|
313K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.4K+ 16.48% |
$1.85M - $2.04M
|
420K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
58.9K+ 8.81% |
$1.84M - $2.02M
|
727K
$26M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
54.7K+ 653.94% |
$1.71M - $1.88M
|
63.1K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
50.7KNew |
$1.58M - $1.74M
|
50.7K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50.6K+ 25.62% |
$1.58M - $1.74M
|
248K
$8.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
47.5KNew |
$1.48M - $1.63M
|
47.5K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.7K+ 540.71% |
$1.33M - $1.47M
|
50.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
42.4K+ 214.66% |
$1.32M - $1.46M
|
62.2K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.6K+ 14.14% |
$1.27M - $1.39M
|
327K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.5K+ 4.2% |
$1.2M - $1.32M
|
955K
$34.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
35KNew |
$1.09M - $1.2M
|
35K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
32.5K+ 16.69% |
$1.01M - $1.12M
|
227K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 1.12% |
$867K - $954K
|
2.5M
$89.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.2K+ 115.84% |
$724K - $797K
|
43.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.8K+ 6.9% |
$711K - $783K
|
353K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 10.04% |
$707K - $778K
|
248K
$8.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
21.3K+ 52.76% |
$665K - $732K
|
61.7K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$639K - $704K
|
20.5K
$734K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.3KNew |
$635K - $699K
|
20.3K
$728K
|