Purchases and Sales Made in Q4 2024 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14M+ 136.05% |
$38.9M - $41.5M
|
1.99M
$72.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
273K+ 110.7% |
$9.27M - $9.89M
|
520K
$19M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95.2K+ 22.67% |
$3.23M - $3.45M
|
515K
$18.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
81.7KNew |
$2.78M - $2.96M
|
81.7K
$2.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
79KNew |
$2.68M - $2.86M
|
79K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
66.9K+ 50.86% |
$2.27M - $2.42M
|
198K
$7.24M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
64.6KNew |
$2.2M - $2.34M
|
64.6K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
59.5KNew |
$2.02M - $2.15M
|
59.5K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
52.1KNew |
$1.77M - $1.89M
|
52.1K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
51.4KNew |
$1.75M - $1.86M
|
51.4K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51KNew |
$1.73M - $1.85M
|
51K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
49K+ 18.29% |
$1.66M - $1.77M
|
317K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
44.1K+ 13.67% |
$1.5M - $1.6M
|
367K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.8K+ 18.44% |
$1.46M - $1.55M
|
275K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
34KNew |
$1.15M - $1.23M
|
34K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29.8K+ 12.02% |
$1.01M - $1.08M
|
278K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 8.43% |
$1.01M - $1.08M
|
382K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.6K+ 15.58% |
$1M - $1.07M
|
219K
$8M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
28.5K+ 69.0% |
$969K - $1.03M
|
69.9K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.8K+ 8.87% |
$944K - $1.01M
|
341K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
27.5K+ 4.56% |
$934K - $997K
|
631K
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.2K+ 5.4% |
$754K - $805K
|
434K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
22K+ 18.56% |
$748K - $798K
|
141K
$5.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.2K+ 5.86% |
$651K - $695K
|
347K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.7K+ 40.25% |
$633K - $676K
|
65K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.6K+ 41.8% |
$497K - $531K
|
49.7K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.6K+ 6.57% |
$496K - $530K
|
237K
$8.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 12.47% |
$488K - $521K
|
130K
$4.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12.7KNew |
$432K - $461K
|
12.7K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 15.57% |
$399K - $426K
|
87.2K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11.7KNew |
$398K - $425K
|
11.7K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 58.54% |
$384K - $410K
|
30.6K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11KNew |
$375K - $400K
|
11K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.9KNew |
$369K - $394K
|
10.9K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.97K+ 11.31% |
$338K - $361K
|
98.1K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9.96K+ 55.0% |
$338K - $361K
|
28.1K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
9.01KNew |
$306K - $327K
|
9.01K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$280K - $299K
|
8.25K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.98K+ 42.62% |
$271K - $289K
|
26.7K
$974K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.59K+ 10.86% |
$258K - $275K
|
77.5K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7.52K+ 6.18% |
$255K - $273K
|
129K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.24K+ 35.18% |
$246K - $263K
|
27.8K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
7.14K+ 8.73% |
$242K - $259K
|
88.9K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.85KNew |
$233K - $248K
|
6.85K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6.8K+ 18.17% |
$231K - $246K
|
44.2K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.75K+ 18.1% |
$229K - $245K
|
44K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.7K+ 15.2% |
$227K - $243K
|
50.7K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.34K+ 44.36% |
$215K - $230K
|
20.6K
$753K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.33K+ 21.21% |
$215K - $230K
|
36.2K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.3K+ 63.34% |
$214K - $228K
|
16.2K
$593K
|