Purchases and Sales Made in Q4 2023 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.98K- 0.26% |
$43.7K - $51.1K
|
760K
$22.6M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2K- 40.32% |
$44.3K - $51.7K
|
2.96K
$88K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.2K- 0.34% |
$93K - $109K
|
1.24M
$37M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4.54K- 4.94% |
$100K - $117K
|
87.3K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.5K- 27.28% |
$122K - $142K
|
14.6K
$435K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-6.23K- 22.75% |
$138K - $161K
|
21.2K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.94K- 3.1% |
$154K - $180K
|
217K
$6.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7K- 26.55% |
$155K - $181K
|
19.4K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-7.45K- 0.84% |
$165K - $193K
|
881K
$26.2M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7.72K- 5.7% |
$171K - $199K
|
128K
$3.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.21K- 29.43% |
$204K - $238K
|
22.1K
$656K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.34K- 45.42% |
$207K - $241K
|
11.2K
$334K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-9.51K- 22.37% |
$210K - $246K
|
33K
$981K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13K- 1.56% |
$288K - $337K
|
823K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.5K- 28.95% |
$388K - $453K
|
43K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18K- 0.89% |
$399K - $466K
|
2M
$59.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-18.3K- 28.2% |
$405K - $473K
|
46.6K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-18.4K- 43.27% |
$407K - $475K
|
24.1K
$717K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5K- 10.07% |
$410K - $479K
|
165K
$4.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.3K- 7.27% |
$494K - $577K
|
285K
$8.47M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-30.9K- 3.56% |
$684K - $799K
|
838K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.3K- 60.37% |
$1.25M - $1.46M
|
37K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-146K- 87.66% |
$3.24M - $3.78M
|
20.6K
$612K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-180K- 73.88% |
$3.99M - $4.66M
|
63.7K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-430K- 96.11% |
$9.51M - $11.1M
|
17.4K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-533K- 67.24% |
$11.8M - $13.8M
|
260K
$7.72M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.53M- 99.85% |
$78M - $91.1M
|
5.18K
$154K
|