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 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11.3K+ 162.75% |
$232K - $266K
|
18.3K
$648K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.9K+ 150.43% |
$223K - $256K
|
18.1K
$642K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.8KNew |
$222K - $254K
|
10.8K
$384K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$219K - $251K
|
10.7K
$379K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 263.9% |
$215K - $246K
|
14.4K
$511K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4KNew |
$214K - $245K
|
10.4K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10KNew |
$205K - $235K
|
10K
$355K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
9.75KNew |
$200K - $229K
|
9.75K
$346K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
9.13K+ 41.95% |
$187K - $215K
|
30.9K
$1.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.96KNew |
$184K - $211K
|
8.96K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.67K+ 33.71% |
$178K - $204K
|
34.4K
$1.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.74K+ 16.56% |
$118K - $135K
|
40.4K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.7K+ 21.68% |
$117K - $134K
|
32K
$1.13M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.37KNew |
$110K - $126K
|
5.37K
$190K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.15K+ 4.23% |
$106K - $121K
|
127K
$4.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.15K+ 15.49% |
$85.3K - $97.6K
|
30.9K
$1.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.04K+ 741.1% |
$83K - $95K
|
4.58K
$163K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4KNew |
$82.2K - $94.1K
|
4K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.98K+ 4.51% |
$81.7K - $93.5K
|
92.1K
$3.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.27K+ 197.88% |
$67.1K - $76.8K
|
4.92K
$174K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.86K+ 7.54% |
$58.7K - $67.2K
|
40.8K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.7K+ 41.65% |
$55.4K - $63.4K
|
9.17K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.35KNew |
$48.3K - $55.3K
|
2.35K
$83.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.04K+ 17.59% |
$42K - $48.1K
|
13.7K
$485K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 101.2% |
$41.6K - $47.6K
|
4.02K
$143K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.9K+ 6.32% |
$39K - $44.7K
|
31.9K
$1.13M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.53KNew |
$31.4K - $36K
|
1.53K
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3KNew |
$26.7K - $30.6K
|
1.3K
$46.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28KNew |
$26.3K - $30.1K
|
1.28K
$45.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28KNew |
$26.3K - $30.1K
|
1.28K
$45.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 43.72% |
$26.2K - $30K
|
4.19K
$149K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
900New |
$18.5K - $21.2K
|
900
$31.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
346+ 13.64% |
$7.11K - $8.14K
|
2.88K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
239+ 1.64% |
$4.91K - $5.62K
|
14.9K
$527K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-84- 0.88% |
$1.73K - $1.98K
|
9.44K
$335K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-400- 40.61% |
$8.22K - $9.41K
|
585
$20.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-475- 4.27% |
$9.76K - $11.2K
|
10.6K
$378K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-572- 4.01% |
$11.7K - $13.5K
|
13.7K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.73K- 16.26% |
$35.6K - $40.7K
|
8.92K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-20K- 50.0% |
$411K - $470K
|
20K
$710K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32.9K- 98.69% |
$675K - $773K
|
438
$15.5K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.5K- 58.52% |
$996K - $1.14M
|
34.4K
$1.22M
|