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 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-430- 1.0% |
$13.4K - $14.8K
|
42.6K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-433- 1.67% |
$13.5K - $14.9K
|
25.6K
$907K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-554- 3.53% |
$17.3K - $19K
|
15.1K
$537K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-577- 6.81% |
$18K - $19.8K
|
7.89K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-720- 4.2% |
$22.5K - $24.7K
|
16.4K
$583K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-741- 6.93% |
$23.1K - $25.4K
|
9.95K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-848- 10.14% |
$26.4K - $29.1K
|
7.52K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 10.54% |
$35.9K - $39.5K
|
9.77K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 1.18% |
$37.4K - $41.2K
|
101K
$3.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.2K- 2.63% |
$37.5K - $41.3K
|
44.5K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.24K- 10.34% |
$38.7K - $42.6K
|
10.8K
$381K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.6K- 12.48% |
$49.9K - $54.9K
|
11.2K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.98K- 4.96% |
$61.6K - $67.8K
|
37.9K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-2.02K- 2.41% |
$62.9K - $69.2K
|
81.8K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.63K- 5.49% |
$82.2K - $90.4K
|
45.3K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 4.2% |
$86.7K - $95.4K
|
63.4K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.41K- 1.46% |
$106K - $117K
|
230K
$8.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.5K- 3.55% |
$140K - $155K
|
122K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-5.29K- 81.77% |
$165K - $182K
|
1.18K
$41.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.42K- 2.15% |
$169K - $186K
|
247K
$8.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-6.75K- 0.9% |
$211K - $232K
|
747K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.42K- 58.96% |
$294K - $324K
|
6.56K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 2.31% |
$414K - $456K
|
563K
$20M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 5.59% |
$612K - $674K
|
331K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.9K- 35.89% |
$809K - $891K
|
46.3K
$1.64M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33.3K- 65.81% |
$1.04M - $1.14M
|
17.3K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.4K- 4.86% |
$1.35M - $1.49M
|
851K
$30.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51.7K- 17.27% |
$1.61M - $1.77M
|
247K
$8.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65.4K- 89.29% |
$2.04M - $2.24M
|
7.84K
$278K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.1K- 87.34% |
$2.09M - $2.3M
|
9.73K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-71.6K- 33.79% |
$2.23M - $2.46M
|
140K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-75.6K- 83.67% |
$2.36M - $2.6M
|
14.8K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-92.9K- 12.14% |
$2.9M - $3.19M
|
672K
$23.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-516K- 61.53% |
$16.1M - $17.7M
|
323K
$11.4M
|