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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
176K+ 9.42% |
$4.99M - $5.43M
|
2.05M
$55.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
129K+ 20.08% |
$3.64M - $3.96M
|
769K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
125K+ 1378.22% |
$3.53M - $3.84M
|
134K
$3.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
89.1K+ 274.18% |
$2.52M - $2.75M
|
122K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71.9K+ 84.36% |
$2.04M - $2.22M
|
157K
$4.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
66.9K+ 1151.6% |
$1.9M - $2.06M
|
72.7K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
62.3K+ 109359.65% |
$1.77M - $1.92M
|
62.4K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
44.8K+ 3.48% |
$1.27M - $1.38M
|
1.33M
$36.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
43.5K+ 3.78% |
$1.23M - $1.34M
|
1.19M
$32.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7K+ 4.24% |
$1.07M - $1.16M
|
927K
$25.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
29.7K+ 78.63% |
$840K - $914K
|
67.4K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.4KNew |
$664K - $723K
|
23.4K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
21.3KNew |
$602K - $655K
|
21.3K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
18.5K+ 37.55% |
$524K - $570K
|
67.7K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.4K+ 6.44% |
$493K - $537K
|
288K
$7.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
14.1K+ 11.01% |
$398K - $433K
|
142K
$3.85M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.7K+ 1.42% |
$358K - $390K
|
901K
$24.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.1K+ 6.56% |
$316K - $343K
|
181K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
10.6K+ 4.23% |
$299K - $325K
|
260K
$7.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.59K+ 25.0% |
$272K - $296K
|
48K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8.21K+ 19.01% |
$232K - $253K
|
51.4K
$1.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
8.13K+ 5.84% |
$230K - $251K
|
147K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.59KNew |
$215K - $234K
|
7.59K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.94K+ 20.84% |
$168K - $183K
|
34.4K
$935K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.43K+ 5.37% |
$154K - $167K
|
107K
$2.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.85K+ 8.23% |
$109K - $119K
|
50.6K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.21K+ 14.5% |
$91K - $99.1K
|
25.4K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 20.38% |
$82K - $89.3K
|
17.1K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.86K+ 13.45% |
$81.1K - $88.3K
|
24.2K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.04K+ 3.14% |
$57.8K - $62.9K
|
66.9K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.9K+ 1.68% |
$53.9K - $58.6K
|
115K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.34K+ 1.8% |
$38K - $41.3K
|
76K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.18K+ 12.65% |
$33.5K - $36.4K
|
10.5K
$286K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.12K+ 0.96% |
$31.6K - $34.4K
|
118K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
980+ 51.02% |
$27.8K - $30.2K
|
2.9K
$78.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
910New |
$25.8K - $28.1K
|
910
$24.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
747+ 4.22% |
$21.2K - $23K
|
18.4K
$501K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
641+ 2.09% |
$18.2K - $19.8K
|
31.3K
$851K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
580New |
$16.4K - $17.9K
|
580
$15.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
562+ 6.78% |
$15.9K - $17.3K
|
8.86K
$241K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 45.4% |
$9.09K - $9.9K
|
1.03K
$27.9K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$425 - $463
|
23.9K
$648K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$56.7 - $61.7
|
2
$54.3
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-61- 10.95% |
$1.73K - $1.88K
|
496
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-82- 0.18% |
$2.32K - $2.53K
|
44.9K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-165- 0.1% |
$4.67K - $5.09K
|
173K
$4.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-552- 5.24% |
$15.6K - $17K
|
9.98K
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-779- 2.5% |
$22.1K - $24K
|
30.4K
$824K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-780- 93.41% |
$22.1K - $24.1K
|
55
$1.49K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-958- 2.21% |
$27.1K - $29.5K
|
42.5K
$1.15M
|