Purchases and Sales Made in Q1 2024 in Capital Group Growth ETF Shs C (CGGR)
This table provides information about the institutional ownership of Capital Group Growth ETF Shs C (CGGR) during Q1 2024. The information is specifically focused on institutions that hold shares of CAPITAL GROUP GROWTH ETF SHS C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
62.8K+ 8.7% |
$1.73M - $2.02M
|
784K
$31.2M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
61.9K+ 37.3% |
$1.71M - $1.99M
|
228K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61.5K+ 12.33% |
$1.69M - $1.98M
|
561K
$22.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
59K+ 36.82% |
$1.62M - $1.9M
|
219K
$8.73M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.4K+ 2.29% |
$1.58M - $1.85M
|
2.57M
$102M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
55.1K+ 79.91% |
$1.52M - $1.77M
|
124K
$4.95M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54.6K+ 24.78% |
$1.5M - $1.75M
|
275K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50.1K+ 157.87% |
$1.38M - $1.61M
|
81.8K
$3.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
49KNew |
$1.35M - $1.58M
|
49K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
46.5K+ 48.91% |
$1.28M - $1.5M
|
142K
$5.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
45.5K+ 30.74% |
$1.25M - $1.46M
|
193K
$7.7M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
45.2K+ 30.48% |
$1.24M - $1.45M
|
193K
$7.71M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
45K+ 440.21% |
$1.24M - $1.45M
|
55.2K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42.8K+ 86.91% |
$1.18M - $1.38M
|
92.1K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42.4K+ 18.9% |
$1.17M - $1.36M
|
267K
$10.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
41.1K+ 42.23% |
$1.13M - $1.32M
|
138K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.4K+ 1.91% |
$1.11M - $1.3M
|
2.16M
$86M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
39.5K+ 5.24% |
$1.09M - $1.27M
|
793K
$31.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39K+ 5.87% |
$1.07M - $1.25M
|
703K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
36.9K+ 40.65% |
$1.02M - $1.19M
|
128K
$5.09M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.8K+ 7.93% |
$1.01M - $1.18M
|
501K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
36.7K+ 221.88% |
$1.01M - $1.18M
|
53.3K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
34.9K+ 124.46% |
$962K - $1.12M
|
63K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
34.8K+ 6.32% |
$957K - $1.12M
|
585K
$23.3M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.7KNew |
$956K - $1.12M
|
34.7K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
34.7KNew |
$955K - $1.12M
|
34.7K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33.3K+ 81.76% |
$916K - $1.07M
|
73.9K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
33KNew |
$910K - $1.06M
|
33K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32.3K+ 8.08% |
$889K - $1.04M
|
432K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
32.1K+ 47.0% |
$884K - $1.03M
|
100K
$4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.4K+ 13.86% |
$838K - $979K
|
250K
$9.96M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
29.5K+ 53.95% |
$814K - $950K
|
84.3K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.1K+ 30.37% |
$719K - $840K
|
112K
$4.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23.1K+ 11.13% |
$635K - $742K
|
230K
$9.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
22.6K+ 28.26% |
$623K - $728K
|
103K
$4.09M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.8K+ 50.1% |
$601K - $702K
|
65.4K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 41.92% |
$598K - $698K
|
73.5K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.2K+ 26.77% |
$584K - $682K
|
100K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.4K+ 3.37% |
$563K - $657K
|
627K
$25M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
19.6K+ 15.92% |
$540K - $631K
|
143K
$5.69M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.2K+ 6.06% |
$528K - $617K
|
336K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
19.2K+ 31.77% |
$527K - $616K
|
79.4K
$3.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18.2K+ 144.19% |
$500K - $584K
|
30.8K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.3KNew |
$476K - $556K
|
17.3K
$689K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.2K+ 51.56% |
$473K - $552K
|
50.5K
$2.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17K+ 38.06% |
$469K - $548K
|
61.8K
$2.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16.5KNew |
$453K - $529K
|
16.5K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
15.6K+ 23.82% |
$430K - $502K
|
81.1K
$3.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
15.5K+ 0.77% |
$428K - $500K
|
2.04M
$81.3M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
15.4K+ 4.03% |
$423K - $494K
|
396K
$15.8M
|