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 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
208+ 0.42% |
$5.89K - $6.41K
|
49.8K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 0.13% |
$5.67K - $6.17K
|
152K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
189+ 1.57% |
$5.35K - $5.83K
|
12.2K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
175+ 21.71% |
$4.96K - $5.4K
|
981
$30.1K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
164+ 0.43% |
$4.65K - $5.06K
|
38.7K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
150New |
$4.25K - $4.63K
|
150
$4.61K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
84New |
$2.38K - $2.59K
|
84
$2.58K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
62New |
$1.76K - $1.91K
|
62
$1.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 1.94% |
$1.19K - $1.3K
|
2.2K
$67.6K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32New |
$907 - $987
|
32
$983
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
23New |
$652 - $709
|
23
$706
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$425 - $463
|
23.9K
$733K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.08% |
$397 - $432
|
16.9K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
6New |
$170 - $185
|
6
$184
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$56.7 - $61.7
|
2
$61.4
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- -0.0% |
$28.3 - $30.8
|
22.6K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-61- 10.95% |
$1.73K - $1.88K
|
496
$15.2K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-62- 9.24% |
$1.76K - $1.91K
|
609
$18.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-82- 0.18% |
$2.32K - $2.53K
|
44.9K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-105- 13.04% |
$2.97K - $3.24K
|
700
$21.5K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-144- 1.99% |
$4.08K - $4.44K
|
7.08K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-149- 0.42% |
$4.22K - $4.6K
|
35.6K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-165- 0.1% |
$4.67K - $5.09K
|
173K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-167- 9.11% |
$4.73K - $5.15K
|
1.67K
$51.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-170- 0.1% |
$4.82K - $5.24K
|
162K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-365- 2.0% |
$10.3K - $11.3K
|
17.9K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-408- 2.93% |
$11.6K - $12.6K
|
13.5K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-409- 1.98% |
$11.6K - $12.6K
|
20.2K
$621K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-552- 5.24% |
$15.6K - $17K
|
9.98K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-556- 83.48% |
$15.8K - $17.1K
|
110
$3.38K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-716- 4.27% |
$20.3K - $22.1K
|
16K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-779- 2.5% |
$22.1K - $24K
|
30.4K
$932K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-780- 93.41% |
$22.1K - $24.1K
|
55
$1.69K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-958- 2.21% |
$27.1K - $29.5K
|
42.5K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.02K- 1.47% |
$29K - $31.6K
|
68.6K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 3.66% |
$32.6K - $35.5K
|
30.2K
$929K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 6.46% |
$35.1K - $38.2K
|
18K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.45K- 7.35% |
$41.1K - $44.7K
|
18.3K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.61K- 5.94% |
$45.6K - $49.6K
|
25.5K
$782K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.84K- 79.68% |
$52K - $56.6K
|
468
$14.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.84K- 6.69% |
$52.1K - $56.7K
|
25.6K
$787K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.6K- 8.79% |
$73.7K - $80.2K
|
27K
$829K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.85K- 25.73% |
$80.7K - $87.9K
|
8.23K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3K- 16.25% |
$85K - $92.5K
|
15.5K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-4.4K- 35.22% |
$125K - $136K
|
8.1K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.84K- 0.66% |
$137K - $149K
|
724K
$22.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.26K- 3.54% |
$177K - $193K
|
171K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.01K- 14.32% |
$199K - $216K
|
41.9K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-7.21K- 26.28% |
$204K - $222K
|
20.2K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-8.51K- 22.2% |
$241K - $263K
|
29.8K
$916K
|