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 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
29+ 0.35% |
$985 - $1.05K
|
8.21K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.04% |
$849 - $906
|
68.2K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.14% |
$577 - $616
|
11.8K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16+ 0.57% |
$543 - $580
|
2.83K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13+ 0.02% |
$441 - $471
|
61.1K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.08% |
$306 - $326
|
11K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.06% |
$170 - $181
|
7.71K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.42% |
$170 - $181
|
1.19K
$43.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$34 - $36.2
|
16.9K
$616K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3- 0.3% |
$102 - $109
|
992
$36.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 0.12% |
$917 - $978
|
22.5K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-51- 0.7% |
$1.73K - $1.85K
|
7.28K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-61- 0.41% |
$2.07K - $2.21K
|
14.6K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.28% |
$2.99K - $3.19K
|
31.6K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-98- 0.1% |
$3.33K - $3.55K
|
101K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-147- 1.7% |
$4.99K - $5.33K
|
8.51K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-244- 1.61% |
$8.29K - $8.84K
|
14.9K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-269- 3.43% |
$9.14K - $9.75K
|
7.57K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 3.84% |
$13.6K - $14.5K
|
10K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-413- 3.68% |
$14K - $15K
|
10.8K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-484- 4.96% |
$16.4K - $17.5K
|
9.28K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-535- 6.37% |
$18.2K - $19.4K
|
7.87K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-541- 2.77% |
$18.4K - $19.6K
|
19K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-600- 5.35% |
$20.4K - $21.7K
|
10.6K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-716- 1.76% |
$24.3K - $25.9K
|
40.1K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.38K- 3.24% |
$46.8K - $49.9K
|
41.2K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.55K- 8.11% |
$52.6K - $56.2K
|
17.6K
$641K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.58K- 3.42% |
$87.8K - $93.6K
|
73K
$2.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.65K- 1.35% |
$90K - $96K
|
194K
$7.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21.2K- 57.51% |
$719K - $768K
|
15.7K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.6K- 63.9% |
$939K - $1M
|
15.6K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132K- 99.89% |
$4.5M - $4.8M
|
149
$5.44K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-212K- 96.64% |
$7.19M - $7.67M
|
7.36K
$269K
|