Purchases and Sales Made in Q4 2022 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
719K+ 127.36% |
$14.8M - $16.9M
|
1.28M
$46M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
668K+ 101.01% |
$13.7M - $15.7M
|
1.33M
$47.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
438K+ 4264.06% |
$9M - $10.3M
|
448K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
424K+ 39.36% |
$8.71M - $9.97M
|
1.5M
$53.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
404KNew |
$8.3M - $9.51M
|
404K
$14.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
332K+ 65.16% |
$6.83M - $7.82M
|
843K
$30.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
298K+ 36.93% |
$6.11M - $7M
|
1.1M
$39.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224K+ 67.87% |
$4.61M - $5.28M
|
555K
$19.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
217K+ 64.18% |
$4.46M - $5.11M
|
556K
$19.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
193K+ 296.08% |
$3.97M - $4.55M
|
259K
$9.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
185KNew |
$3.79M - $4.34M
|
185K
$6.61M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
162KNew |
$3.33M - $3.81M
|
162K
$5.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
158K+ 93.69% |
$3.24M - $3.71M
|
326K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
158K+ 913.71% |
$3.24M - $3.71M
|
175K
$6.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
151K+ 284.74% |
$3.1M - $3.55M
|
204K
$7.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 75.64% |
$2.86M - $3.27M
|
323K
$11.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
132K+ 177.11% |
$2.7M - $3.1M
|
206K
$7.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
116KNew |
$2.38M - $2.73M
|
116K
$4.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
112K+ 155.97% |
$2.3M - $2.63M
|
184K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103K+ 56.34% |
$2.11M - $2.41M
|
285K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
96.6K+ 169.19% |
$1.98M - $2.27M
|
154K
$5.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
96KNew |
$1.97M - $2.26M
|
96K
$3.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95.4K+ 18.67% |
$1.96M - $2.24M
|
607K
$21.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
88.4KNew |
$1.82M - $2.08M
|
88.4K
$3.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
85K+ 130.5% |
$1.75M - $2M
|
150K
$5.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62KNew |
$1.27M - $1.46M
|
62K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
46K+ 107.58% |
$945K - $1.08M
|
88.8K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.7K+ 37.93% |
$898K - $1.03M
|
159K
$5.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.2KNew |
$888K - $1.02M
|
43.2K
$1.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42K+ 15.02% |
$863K - $988K
|
322K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.1K+ 63.45% |
$844K - $967K
|
106K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 25.52% |
$799K - $915K
|
191K
$6.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
36.1KNew |
$741K - $848K
|
36.1K
$1.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
29.4KNew |
$603K - $690K
|
29.4K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28.2KNew |
$579K - $663K
|
28.2K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6K+ 13.02% |
$546K - $625K
|
231K
$8.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.6K+ 65.31% |
$485K - $555K
|
59.7K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20.9K+ 21.51% |
$429K - $491K
|
118K
$4.22M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$412K - $471K
|
20K
$717K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
18.5KNew |
$380K - $435K
|
18.5K
$663K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.4KNew |
$356K - $408K
|
17.4K
$621K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.6KNew |
$341K - $391K
|
16.6K
$594K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.3KNew |
$335K - $384K
|
16.3K
$584K
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
15.8KNew |
$324K - $371K
|
15.8K
$565K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
15.6KNew |
$320K - $366K
|
15.6K
$557K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14.1KNew |
$290K - $332K
|
14.1K
$505K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.7K+ 35.14% |
$262K - $300K
|
49K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7KNew |
$262K - $299K
|
12.7K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.6K+ 60.78% |
$239K - $273K
|
30.8K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5KNew |
$236K - $270K
|
11.5K
$412K
|