Purchases and Sales Made in Q4 2023 in Capital Group Core Equity ETF (CGUS)

CGUS Quotes by TradingView

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 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
34.1K
+ 117.86%
$828K - $970K
63K $2.24M
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

BUY
 -
33K
+ 13.41%
$802K - $940K
279K $9.91M
Jan 17, 2024 Q4 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
32.7K
New
$793K - $929K
32.7K $1.16M
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

BUY
 -
32.5K
New
$788K - $923K
32.5K $1.15M
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
30.5K
+ 14.86%
$740K - $867K
236K $8.36M
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
30.4K
New
$737K - $864K
30.4K $1.08M
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
29.7K
+ 34.83%
$721K - $845K
115K $4.08M
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
28.8K
+ 9.82%
$698K - $818K
322K $11.4M
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
24.1K
+ 66.69%
$586K - $686K
60.3K $2.14M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
23.5K
New
$570K - $668K
23.5K $834K
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
22.9K
+ 39.02%
$555K - $650K
81.5K $2.89M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
20.2K
+ 2.37%
$489K - $573K
872K $30.9M
Feb 12, 2024 Q4 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
18.6K
+ 12.68%
$451K - $528K
165K $5.86M
Feb 13, 2024 Q4 2023
Swisher Financial Concepts, Inc.

Westerville, OH
BUY
 -
17.9K
New
$435K - $509K
17.9K $636K
Feb 13, 2024 Q4 2023
Seamount Financial Group Inc

Colorado Springs, CO
BUY
 -
17K
New
$413K - $484K
17K $603K
Feb 06, 2024 Q4 2023
Everpar Advisors LLC

Tulsa, OK
BUY
 -
16.1K
New
$391K - $458K
16.1K $571K
Jan 10, 2024 Q4 2023
Long View Wealth Management

Atlanta, GA
BUY
 -
15.3K
New
$372K - $436K
15.3K $544K
Jan 23, 2024 Q4 2023
Midwest Heritage Bank, Fsb

BUY
 -
15K
+ 2.49%
$365K - $428K
620K $22M
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

BUY
 -
14.8K
+ 73.68%
$359K - $420K
34.8K $1.24M
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.4K
New
$349K - $409K
14.4K $511K
Feb 14, 2024 Q4 2023
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
14.3K
New
$348K - $407K
14.3K $508K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
13.9K
+ 14.58%
$336K - $394K
109K $3.86M
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
13.9K
New
$336K - $394K
13.9K $491K
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
12.6K
+ 79.54%
$306K - $358K
28.4K $1.01M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
12.2K
New
$297K - $348K
12.2K $434K
Feb 06, 2024 Q4 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
11.7K
New
$284K - $333K
11.7K $416K
Jan 18, 2024 Q4 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
11.5K
+ 1.97%
$280K - $328K
597K $21.2M
Jan 30, 2024 Q4 2023
Octavia Wealth Advisors, LLC

BUY
 -
11.2K
New
$271K - $318K
11.2K $396K
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
10.8K
New
$262K - $307K
10.8K $383K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
10.5K
New
$255K - $299K
10.5K $373K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
10.5K
New
$254K - $298K
10.5K $372K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
10.1K
New
$246K - $288K
10.1K $359K
Feb 05, 2024 Q4 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
9.95K
+ 67.53%
$242K - $283K
24.7K $876K
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
9.66K
New
$235K - $275K
9.66K $343K
Jan 11, 2024 Q4 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
9.51K
+ 65.72%
$231K - $270K
24K $851K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
8.54K
New
$207K - $243K
8.54K $303K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

BUY
 -
8.52K
New
$207K - $242K
8.52K $302K
Feb 14, 2024 Q4 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.05K
New
$195K - $229K
8.05K $286K
Feb 09, 2024 Q4 2023
Hanlon Investment Management, Inc.

BUY
 -
7.77K
New
$188K - $221K
7.77K $276K
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
7.77K
New
$188K - $221K
7.77K $276K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
7.51K
New
$182K - $214K
7.51K $267K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
7.44K
+ 18.28%
$181K - $212K
48.2K $1.71M
Jan 22, 2024 Q4 2023
Mayflower Financial Advisors, LLC

BUY
 -
7.35K
New
$178K - $209K
7.35K $261K
Jan 18, 2024 Q4 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
7.19K
New
$174K - $204K
7.19K $255K
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
7.09K
New
$172K - $202K
7.09K $251K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6.83K
+ 13.05%
$166K - $194K
59.2K $2.1M
Feb 13, 2024 Q4 2023
Capital International Investors

Los Angeles, CA
BUY
 -
5.86K
+ 35.76%
$142K - $167K
22.2K $789K
Jan 02, 2024 Q4 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
5.17K
+ 3.53%
$125K - $147K
151K $5.37M
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
5.13K
+ 64.1%
$124K - $146K
13.1K $466K

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