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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.6K+ 84.94% |
$1.04M - $1.13M
|
79.6K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.2K+ 6.24% |
$996K - $1.08M
|
599K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.5K+ 16.4% |
$893K - $972K
|
224K
$6.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
29.7K+ 78.63% |
$840K - $914K
|
67.4K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.1K+ 23.18% |
$824K - $897K
|
155K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
27.4K+ 4.92% |
$778K - $846K
|
585K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.1KNew |
$767K - $835K
|
27.1K
$831K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.7K+ 12.0% |
$756K - $823K
|
249K
$7.65M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26.5K+ 45.03% |
$752K - $818K
|
85.5K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
25.7K+ 46.87% |
$729K - $793K
|
80.6K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
24.7KNew |
$700K - $762K
|
24.7K
$759K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.4KNew |
$664K - $723K
|
23.4K
$720K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23.4KNew |
$664K - $722K
|
23.4K
$719K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
22.6K+ 48.13% |
$640K - $697K
|
69.5K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.5K+ 18.28% |
$610K - $664K
|
139K
$4.28M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
21.3K+ 9.79% |
$604K - $658K
|
239K
$7.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
21.3KNew |
$602K - $655K
|
21.3K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
21.1K+ 7.26% |
$598K - $652K
|
312K
$9.59M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 14.48% |
$597K - $650K
|
167K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.1K+ 8.57% |
$597K - $650K
|
267K
$8.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.9K+ 10.46% |
$591K - $644K
|
220K
$6.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
20.8K+ 7.08% |
$590K - $643K
|
315K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.9KNew |
$562K - $612K
|
19.9K
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.6K+ 3.02% |
$555K - $604K
|
668K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 10.76% |
$545K - $594K
|
198K
$6.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
18.5K+ 37.55% |
$524K - $570K
|
67.7K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
18.1K+ 33.45% |
$512K - $557K
|
72.1K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17.5KNew |
$496K - $540K
|
17.5K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.5K+ 17.07% |
$496K - $540K
|
120K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 0.67% |
$494K - $538K
|
2.63M
$80.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.4K+ 6.44% |
$493K - $537K
|
288K
$8.83M
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
16.6K+ 2.31% |
$472K - $513K
|
738K
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
16.6K+ 23.79% |
$471K - $513K
|
86.6K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.4K+ 26.05% |
$437K - $476K
|
74.6K
$2.29M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.4K+ 3287.82% |
$436K - $475K
|
15.9K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.9K+ 14.8% |
$422K - $459K
|
116K
$3.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14.5K+ 47.59% |
$410K - $446K
|
44.9K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.2K+ 30.73% |
$403K - $438K
|
60.5K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
14.1K+ 11.01% |
$398K - $433K
|
142K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 5.16% |
$387K - $421K
|
278K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13K+ 6.14% |
$368K - $401K
|
225K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.8K+ 6.35% |
$364K - $396K
|
215K
$6.61M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 6.23% |
$360K - $392K
|
217K
$6.66M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.7K+ 1.42% |
$358K - $390K
|
901K
$27.7M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11.9KNew |
$337K - $367K
|
11.9K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
11.6K+ 6.88% |
$328K - $357K
|
180K
$5.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 35.3% |
$319K - $347K
|
43.2K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 56.21% |
$318K - $346K
|
31.2K
$957K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.1K+ 6.56% |
$316K - $343K
|
181K
$5.56M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11K+ 26.95% |
$312K - $340K
|
51.9K
$1.59M
|