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 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.01KNew |
$187K - $206K
|
6.01K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.96KNew |
$186K - $205K
|
5.96K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.62K+ 41.76% |
$175K - $193K
|
19.1K
$677K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
5.53K+ 18.01% |
$172K - $190K
|
36.2K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.51K+ 62.69% |
$172K - $189K
|
14.3K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.35K+ 19.37% |
$167K - $183K
|
32.9K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.26K+ 40.86% |
$164K - $180K
|
18.1K
$643K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.96K+ 18.36% |
$155K - $170K
|
32K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.88K+ 37.03% |
$152K - $167K
|
18K
$640K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.61K+ 14.36% |
$144K - $158K
|
36.7K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.55K+ 4.52% |
$142K - $156K
|
105K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.47K+ 0.6% |
$139K - $153K
|
750K
$26.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.17K+ 14.6% |
$130K - $143K
|
32.7K
$1.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.09K+ 5.73% |
$128K - $140K
|
75.5K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.95K+ 28.33% |
$123K - $136K
|
17.9K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.78K+ 1.98% |
$118K - $130K
|
195K
$6.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.72K+ 36.81% |
$116K - $128K
|
13.8K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.72K+ 22.06% |
$116K - $128K
|
20.6K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
3.58K+ 43.18% |
$112K - $123K
|
11.9K
$421K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.52K+ 10.56% |
$110K - $121K
|
36.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.25K+ 12.23% |
$101K - $112K
|
29.9K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.2K+ 16.56% |
$99.9K - $110K
|
22.5K
$800K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.04K+ 30.28% |
$94.8K - $104K
|
13.1K
$464K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.93K+ 23.24% |
$91.4K - $101K
|
15.5K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 8.63% |
$87.5K - $96.3K
|
35.3K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.75K+ 57.64% |
$85.8K - $94.4K
|
7.52K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.75KNew |
$85.8K - $94.4K
|
2.75K
$97.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.73K+ 9.78% |
$85K - $93.6K
|
30.6K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.7K+ 7.77% |
$84.1K - $92.6K
|
37.4K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.69K+ 24.35% |
$83.8K - $92.2K
|
13.7K
$487K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.69K+ 1.5% |
$83.8K - $92.2K
|
182K
$6.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.66K+ 8.21% |
$82.9K - $91.3K
|
35K
$1.24M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65K+ 944.13% |
$82.7K - $91.1K
|
2.93K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65K+ 944.13% |
$82.7K - $91.1K
|
2.93K
$104K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.46K+ 6.4% |
$76.6K - $84.3K
|
40.8K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$74.5K - $81.9K
|
2.39K
$84.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.35K+ 6.78% |
$73.3K - $80.6K
|
37K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 10.82% |
$68.5K - $75.4K
|
22.5K
$798K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
2.19K+ 14.5% |
$68.4K - $75.3K
|
17.3K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.05K+ 11.69% |
$63.9K - $70.3K
|
19.6K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87K+ 28.23% |
$58.3K - $64.1K
|
8.49K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$57.6K - $63.4K
|
1.85K
$65.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.84K+ 27.03% |
$57.5K - $63.2K
|
8.66K
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.84K+ 2.49% |
$57.3K - $63.1K
|
75.6K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 13.3% |
$51.4K - $56.5K
|
14K
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.57K+ 12.91% |
$48.8K - $53.8K
|
13.7K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.45K+ 0.64% |
$45.2K - $49.7K
|
229K
$8.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.41K+ 0.64% |
$44.1K - $48.5K
|
222K
$7.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
1.34K+ 12.02% |
$41.8K - $46K
|
12.5K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 9.8% |
$38.3K - $42.2K
|
13.8K
$488K
|