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 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
20K+ 149.06% |
$623K - $685K
|
33.4K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.9K+ 5.08% |
$620K - $683K
|
412K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
19.5K+ 32.75% |
$609K - $670K
|
79.1K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.3K+ 42.89% |
$602K - $663K
|
64.3K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 76.63% |
$596K - $656K
|
44K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19K+ 14.33% |
$594K - $654K
|
152K
$5.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.2K+ 10.63% |
$568K - $626K
|
190K
$6.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.3K+ 84.36% |
$539K - $593K
|
37.7K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.1K+ 34.88% |
$534K - $588K
|
66.3K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1K+ 14.82% |
$534K - $587K
|
133K
$4.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16.6K+ 37.18% |
$517K - $569K
|
61.1K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16K+ 37.56% |
$500K - $550K
|
58.7K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.5K+ 4.57% |
$484K - $533K
|
355K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.3K+ 7.05% |
$477K - $525K
|
232K
$8.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
14.5K+ 13.87% |
$451K - $496K
|
119K
$4.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.9KNew |
$435K - $479K
|
13.9K
$495K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
13.8KNew |
$431K - $474K
|
13.8K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.1KNew |
$409K - $451K
|
13.1K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13.1K+ 42.83% |
$408K - $449K
|
43.6K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1KNew |
$378K - $416K
|
12.1K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.7KNew |
$365K - $402K
|
11.7K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 12.18% |
$362K - $398K
|
107K
$3.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 6.18% |
$357K - $393K
|
197K
$6.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11.3K+ 134.39% |
$354K - $389K
|
19.8K
$702K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$326K - $359K
|
10.5K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$320K - $352K
|
10.3K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.2KNew |
$317K - $349K
|
10.2K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$317K - $349K
|
10.2K
$361K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 52.94% |
$314K - $346K
|
29.1K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9K+ 78.74% |
$281K - $309K
|
20.4K
$725K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.9K+ 31.32% |
$277K - $305K
|
37.3K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.82K+ 10.28% |
$275K - $303K
|
94.6K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.63K+ 57.85% |
$269K - $296K
|
23.6K
$836K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.47K+ 25.75% |
$264K - $291K
|
41.3K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.41KNew |
$262K - $289K
|
8.41K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.03K+ 47.67% |
$250K - $275K
|
24.9K
$882K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.98K+ 1.0% |
$249K - $274K
|
808K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.85K+ 13.59% |
$245K - $269K
|
65.6K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$245K - $269K
|
7.84K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.53K+ 35.96% |
$235K - $259K
|
28.5K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.4KNew |
$231K - $254K
|
7.4K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.8K+ 40.96% |
$212K - $233K
|
23.4K
$830K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.79K+ 11.07% |
$212K - $233K
|
68.2K
$2.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.77K+ 58.25% |
$211K - $232K
|
18.4K
$652K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.72KNew |
$210K - $231K
|
6.72K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.66K+ 38.25% |
$208K - $228K
|
24.1K
$853K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.4K+ 0.37% |
$200K - $220K
|
1.72M
$61.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.24K+ 7.62% |
$195K - $214K
|
88.1K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.14K+ 48.82% |
$191K - $211K
|
18.7K
$664K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.09KNew |
$190K - $209K
|
6.09K
$216K
|