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 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
10.7K+ 116.56% |
$304K - $331K
|
20K
$613K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
10.7K+ 5.39% |
$302K - $329K
|
208K
$6.39M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.6K+ 27.53% |
$299K - $326K
|
49K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
10.6K+ 4.23% |
$299K - $325K
|
260K
$7.99M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
10.3KNew |
$291K - $317K
|
10.3K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 6.95% |
$288K - $313K
|
156K
$4.8M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10K+ 55.13% |
$284K - $309K
|
28.2K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
9.97KNew |
$283K - $308K
|
9.97K
$306K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
9.7K+ 4.48% |
$275K - $299K
|
226K
$6.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.59K+ 25.0% |
$272K - $296K
|
48K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.57KNew |
$271K - $295K
|
9.57K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.32K+ 18.71% |
$264K - $288K
|
59.2K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
9.18K+ 6.46% |
$260K - $283K
|
151K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.88KNew |
$251K - $274K
|
8.88K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
8.54K+ 2.05% |
$242K - $263K
|
424K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.51K+ 28.54% |
$241K - $263K
|
38.3K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.27K+ 23.54% |
$234K - $255K
|
43.4K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8.22K+ 41.54% |
$233K - $254K
|
28K
$860K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8.21K+ 19.01% |
$232K - $253K
|
51.4K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.14K+ 4.94% |
$231K - $251K
|
173K
$5.31M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
8.13K+ 5.84% |
$230K - $251K
|
147K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
8.01KNew |
$227K - $247K
|
8.01K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.97K+ 10.27% |
$226K - $246K
|
85.6K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.78KNew |
$220K - $240K
|
7.78K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.77K+ 6.5% |
$220K - $240K
|
127K
$3.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
7.73K+ 64.58% |
$219K - $238K
|
19.7K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.59KNew |
$215K - $234K
|
7.59K
$233K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
7.49KNew |
$212K - $231K
|
7.49K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
7.48K+ 9.71% |
$212K - $231K
|
84.5K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.38K+ 24.69% |
$209K - $228K
|
37.3K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.3KNew |
$207K - $225K
|
7.3K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.26K+ 1.11% |
$206K - $224K
|
664K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.09K+ 3.71% |
$201K - $219K
|
198K
$6.09M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
7.06K+ 86.09% |
$200K - $218K
|
15.3K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.61K+ 93.92% |
$187K - $204K
|
13.7K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.29K+ 27.11% |
$178K - $194K
|
29.5K
$906K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.94K+ 20.84% |
$168K - $183K
|
34.4K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.88K+ 3.74% |
$166K - $181K
|
163K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.51K+ 2.12% |
$156K - $170K
|
266K
$8.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.43K+ 5.37% |
$154K - $167K
|
107K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.39K+ 40.17% |
$153K - $166K
|
18.8K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.11K+ 43.67% |
$145K - $157K
|
16.8K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.08K+ 2.39% |
$144K - $157K
|
217K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.53K+ 1.97% |
$128K - $140K
|
235K
$7.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.42K+ 4.11% |
$125K - $136K
|
112K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.29K+ 15.18% |
$121K - $132K
|
32.5K
$999K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.27K+ 6.4% |
$121K - $132K
|
70.9K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.11K+ 51.28% |
$117K - $127K
|
12.1K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
3.97K+ 0.63% |
$113K - $123K
|
638K
$19.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.85K+ 8.23% |
$109K - $119K
|
50.6K
$1.56M
|