Purchases and Sales Made in Q1 2025 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GLOBAL GROWTH EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.29M+ 33.94% |
$64.9M - $70.6M
|
9.04M
$277M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.68M+ 10.51% |
$47.7M - $51.9M
|
17.7M
$543M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.49M+ 61.23% |
$42.3M - $46M
|
3.93M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11M+ 17.79% |
$31.3M - $34.1M
|
7.32M
$225M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
948K+ 24.28% |
$26.9M - $29.2M
|
4.85M
$149M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
885K+ 18.36% |
$25.1M - $27.3M
|
5.71M
$175M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
602K+ 5.93% |
$17.1M - $18.6M
|
10.7M
$330M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
585K+ 18.33% |
$16.6M - $18M
|
3.78M
$116M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
563K+ 42.2% |
$16M - $17.4M
|
1.9M
$58.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
558K+ 87.83% |
$15.8M - $17.2M
|
1.19M
$36.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
437K+ 15.7% |
$12.4M - $13.5M
|
3.22M
$98.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
396K+ 18.34% |
$11.2M - $12.2M
|
2.56M
$78.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
327K+ 20.64% |
$9.26M - $10.1M
|
1.91M
$58.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
240K+ 86.63% |
$6.8M - $7.41M
|
517K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
213K+ 36.53% |
$6.03M - $6.56M
|
795K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
211KNew |
$5.97M - $6.5M
|
211K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
197K+ 63.62% |
$5.59M - $6.09M
|
508K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
180KNew |
$5.11M - $5.56M
|
180K
$5.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
176K+ 9.42% |
$4.99M - $5.43M
|
2.05M
$62.8M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
157KNew |
$4.46M - $4.85M
|
157K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 161.46% |
$4.06M - $4.42M
|
232K
$7.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
129K+ 20.08% |
$3.64M - $3.96M
|
769K
$23.6M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
126KNew |
$3.56M - $3.88M
|
126K
$3.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
125K+ 1378.22% |
$3.53M - $3.84M
|
134K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 5.79% |
$3.52M - $3.83M
|
2.27M
$69.6M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
121KNew |
$3.43M - $3.74M
|
121K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
94.7K+ 145.14% |
$2.68M - $2.92M
|
160K
$4.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
89.1K+ 274.18% |
$2.52M - $2.75M
|
122K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
87.2K+ 80.58% |
$2.47M - $2.69M
|
195K
$6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79.1K+ 9.49% |
$2.24M - $2.44M
|
912K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.3K+ 10.22% |
$2.11M - $2.29M
|
801K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71.9K+ 84.36% |
$2.04M - $2.22M
|
157K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
70.2K+ 51.29% |
$1.99M - $2.17M
|
207K
$6.36M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68.4K+ 18.13% |
$1.94M - $2.11M
|
446K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
66.9K+ 1151.6% |
$1.9M - $2.06M
|
72.7K
$2.23M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
65.1K+ 3.43% |
$1.84M - $2.01M
|
1.96M
$60.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
62.3K+ 109359.65% |
$1.77M - $1.92M
|
62.4K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
58.5K+ 1.38% |
$1.66M - $1.8M
|
4.29M
$132M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
57.4K+ 7.82% |
$1.63M - $1.77M
|
792K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56.3K+ 310.8% |
$1.6M - $1.74M
|
74.5K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
51.1K+ 35.4% |
$1.45M - $1.58M
|
195K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
49.4K+ 3.78% |
$1.4M - $1.52M
|
1.36M
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
47.4KNew |
$1.34M - $1.46M
|
47.4K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
44.8K+ 3.48% |
$1.27M - $1.38M
|
1.33M
$40.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
43.5K+ 3.78% |
$1.23M - $1.34M
|
1.19M
$36.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
43.4K+ 187.41% |
$1.23M - $1.34M
|
66.6K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.8K+ 18.68% |
$1.18M - $1.29M
|
265K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.6K+ 152.32% |
$1.18M - $1.28M
|
68.9K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.7K+ 9.18% |
$1.15M - $1.26M
|
484K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7K+ 4.24% |
$1.07M - $1.16M
|
927K
$28.5M
|