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
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1K+ 130.55% |
$31.2K - $34.3K
|
1.77K
$62.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1K+ 2.19% |
$31.2K - $34.3K
|
46.7K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
962+ 1.39% |
$30K - $33K
|
70.4K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
774+ 1.01% |
$24.1K - $26.6K
|
77.6K
$2.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
719+ 5.14% |
$22.4K - $24.7K
|
14.7K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
709+ 220.87% |
$22.1K - $24.3K
|
1.03K
$36.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
702+ 4.59% |
$21.9K - $24.1K
|
16K
$567K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
675New |
$21.1K - $23.2K
|
675
$23.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
602+ 5.27% |
$18.8K - $20.7K
|
12K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
590+ 7.18% |
$18.4K - $20.3K
|
8.8K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
564New |
$17.6K - $19.4K
|
564
$20K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
531+ 5.49% |
$16.6K - $18.2K
|
10.2K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
530+ 7.79% |
$16.5K - $18.2K
|
7.33K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
501+ 4.79% |
$15.6K - $17.2K
|
11K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
500+ 5.04% |
$15.6K - $17.2K
|
10.4K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
493+ 4.86% |
$15.4K - $16.9K
|
10.6K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
444+ 1.47% |
$13.8K - $15.2K
|
30.6K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
441+ 0.63% |
$13.8K - $15.1K
|
69.9K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
429+ 1.24% |
$13.4K - $14.7K
|
35.1K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
407+ 2.15% |
$12.7K - $14K
|
19.3K
$685K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300+ 80.0% |
$9.36K - $10.3K
|
675
$23.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
276+ 3.25% |
$8.61K - $9.48K
|
8.78K
$311K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
186+ 0.52% |
$5.8K - $6.39K
|
36K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
174+ 1.24% |
$5.43K - $5.97K
|
14.2K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
160+ 0.1% |
$4.99K - $5.49K
|
167K
$5.92M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.35% |
$3.43K - $3.78K
|
31.7K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
106+ 0.82% |
$3.31K - $3.64K
|
13.1K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
100+ 1.6% |
$3.12K - $3.43K
|
6.36K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
100+ 0.61% |
$3.12K - $3.43K
|
16.6K
$590K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
82+ 0.7% |
$2.56K - $2.82K
|
11.7K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70+ 2.94% |
$2.18K - $2.4K
|
2.45K
$87.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60+ 2.18% |
$1.87K - $2.06K
|
2.82K
$99.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55+ 0.25% |
$1.72K - $1.89K
|
22.1K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.32% |
$936 - $1.03K
|
9.4K
$333K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27+ 0.13% |
$842 - $927
|
20.4K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.14% |
$437 - $481
|
10.1K
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 0.16% |
$405 - $446
|
8.18K
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.01% |
$312 - $343
|
68.2K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.04% |
$312 - $343
|
24.9K
$885K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5+ 0.04% |
$156 - $172
|
12.7K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.23% |
$125 - $137
|
1.76K
$62.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$93.6 - $103
|
11.2K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$62.4 - $68.7
|
7.71K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.08% |
$31.2 - $34.3
|
1.18K
$41.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.1% |
$31.2 - $34.3
|
995
$35.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 0.25% |
$1.4K - $1.54K
|
17.8K
$631K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 1.32% |
$2.68K - $2.95K
|
6.42K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-161- 0.84% |
$5.02K - $5.53K
|
19.1K
$678K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-191- 2.84% |
$5.96K - $6.56K
|
6.53K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-367- 2.3% |
$11.4K - $12.6K
|
15.6K
$554K
|