Purchases and Sales Made in Q4 2023 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q4 2023. 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 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
882K+ 37.84% |
$21.4M - $25.1M
|
3.21M
$115M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
670K+ 125.72% |
$16.3M - $19M
|
1.2M
$43.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
588K+ 46.2% |
$14.3M - $16.7M
|
1.86M
$66.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
570K+ 15.7% |
$13.8M - $16.2M
|
4.2M
$150M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
491K+ 20.15% |
$11.9M - $14M
|
2.93M
$105M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
483K+ 57.85% |
$11.7M - $13.7M
|
1.32M
$47.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
472K+ 41.0% |
$11.5M - $13.4M
|
1.62M
$58.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
353K+ 38.38% |
$8.57M - $10M
|
1.27M
$45.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
288K+ 24.16% |
$7M - $8.2M
|
1.48M
$53.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
243KNew |
$5.9M - $6.92M
|
243K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
210K+ 30.67% |
$5.09M - $5.97M
|
894K
$32M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
190K+ 120.9% |
$4.6M - $5.39M
|
346K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
186K+ 37.22% |
$4.51M - $5.29M
|
686K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
186KNew |
$4.5M - $5.28M
|
186K
$6.64M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
181KNew |
$4.4M - $5.16M
|
181K
$6.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
153KNew |
$3.7M - $4.34M
|
153K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
144KNew |
$3.49M - $4.08M
|
144K
$5.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
138K+ 130.81% |
$3.35M - $3.93M
|
244K
$8.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
137K+ 826.53% |
$3.32M - $3.89M
|
153K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133K+ 8.02% |
$3.22M - $3.78M
|
1.79M
$64.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129K+ 152.82% |
$3.13M - $3.66M
|
213K
$7.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
111K+ 3840.92% |
$2.7M - $3.17M
|
114K
$4.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
104K+ 37.75% |
$2.52M - $2.95M
|
379K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.4K+ 39.97% |
$2.31M - $2.71M
|
334K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
93.7KNew |
$2.27M - $2.66M
|
93.7K
$3.35M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
84.9KNew |
$2.06M - $2.41M
|
84.9K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84.8KNew |
$2.06M - $2.41M
|
84.8K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.4K+ 12.45% |
$1.98M - $2.32M
|
736K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
81.2K+ 116.51% |
$1.97M - $2.31M
|
151K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.9K+ 322.64% |
$1.94M - $2.27M
|
105K
$3.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
77.1K+ 165.62% |
$1.87M - $2.19M
|
124K
$4.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
70.7K+ 45.02% |
$1.72M - $2.01M
|
228K
$8.15M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.8K+ 38.96% |
$1.67M - $1.96M
|
245K
$8.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67K+ 45.18% |
$1.63M - $1.91M
|
215K
$7.71M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
66.8K+ 29.72% |
$1.62M - $1.9M
|
291K
$10.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.8K+ 6.46% |
$1.55M - $1.81M
|
1.05M
$37.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
62.2K+ 27.06% |
$1.51M - $1.77M
|
292K
$10.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61.2K+ 24.91% |
$1.48M - $1.74M
|
307K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.7K+ 29.99% |
$1.35M - $1.58M
|
242K
$8.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
54.3K+ 8.03% |
$1.32M - $1.54M
|
730K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52.9K+ 21.51% |
$1.28M - $1.5M
|
299K
$10.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.4K+ 9.91% |
$1.27M - $1.49M
|
581K
$20.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
51.4K+ 27.41% |
$1.25M - $1.46M
|
239K
$8.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
50.7K+ 7.57% |
$1.23M - $1.44M
|
720K
$25.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.8K+ 12.4% |
$1.13M - $1.33M
|
424K
$15.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
45.5K+ 380.15% |
$1.1M - $1.29M
|
57.5K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
44.9K+ 36.72% |
$1.09M - $1.28M
|
167K
$5.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.7K+ 16.35% |
$940K - $1.1M
|
276K
$9.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.8K+ 17.04% |
$893K - $1.05M
|
253K
$9.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
35.7KNew |
$867K - $1.02M
|
35.7K
$1.28M
|