Purchases and Sales Made in Q4 2024 in Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
889KNew |
$26M - $27.3M
|
889K
$26.4M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
139KNew |
$4.07M - $4.27M
|
139K
$4.14M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98.8K+ 18.26% |
$2.89M - $3.03M
|
640K
$19M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
77KNew |
$2.25M - $2.36M
|
77K
$2.29M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49K+ 38.4% |
$1.43M - $1.5M
|
177K
$5.26M
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40.7K+ 56.25% |
$1.19M - $1.25M
|
113K
$3.36M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
32.5KNew |
$949K - $996K
|
32.5K
$966K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25.1K+ 25.04% |
$734K - $771K
|
126K
$3.73M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
24.3KNew |
$710K - $746K
|
24.3K
$723K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.8K+ 2.76% |
$696K - $731K
|
888K
$26.4M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
15.9K+ 14.22% |
$464K - $488K
|
128K
$3.8M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 25.85% |
$295K - $310K
|
49.2K
$1.46M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.1K+ 11.07% |
$294K - $309K
|
101K
$3.01M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
9.22KNew |
$269K - $283K
|
9.22K
$274K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.05KNew |
$206K - $216K
|
7.05K
$210K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.92K+ 11.93% |
$202K - $212K
|
64.9K
$1.93M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.76K+ 31.82% |
$168K - $177K
|
23.8K
$709K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.49K+ 18.68% |
$102K - $107K
|
22.2K
$659K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.71K+ 7.74% |
$79.1K - $83.1K
|
37.7K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.25K+ 45.45% |
$36.5K - $38.3K
|
4K
$119K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
980+ 2.82% |
$28.6K - $30.1K
|
35.8K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
877+ 10.37% |
$25.6K - $26.9K
|
9.33K
$277K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
718+ 2.39% |
$21K - $22K
|
30.7K
$913K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
634+ 0.36% |
$18.5K - $19.4K
|
179K
$5.32M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
557New |
$16.3K - $17.1K
|
557
$16.6K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
557+ 40.84% |
$16.3K - $17.1K
|
1.92K
$57.1K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
504+ 1.65% |
$14.7K - $15.5K
|
31.1K
$925K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 0.9% |
$8.59K - $9.02K
|
33.1K
$983K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.54% |
$1.66K - $1.75K
|
10.5K
$313K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
44+ 0.28% |
$1.29K - $1.35K
|
15.7K
$465K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 6.16% |
$1.2K - $1.26K
|
707
$21K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19+ 0.08% |
$555 - $583
|
22.6K
$672K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-575- 0.03% |
$16.8K - $17.6K
|
1.71M
$50.7M
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-596- 0.51% |
$17.4K - $18.3K
|
117K
$3.47M
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 7.49% |
$33.6K - $35.3K
|
14.2K
$422K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.32K- 7.79% |
$67.7K - $71.1K
|
27.5K
$816K
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.68K- 3.01% |
$137K - $143K
|
151K
$4.49M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-503K- 96.78% |
$14.7M - $15.4M
|
16.8K
$498K
|