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 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.2K+ 115.4% |
$418K - $488K
|
28.3K
$1.05M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 71.89% |
$418K - $488K
|
36.3K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.2K+ 44.21% |
$417K - $487K
|
49.4K
$1.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
14.8K+ 4.53% |
$409K - $477K
|
343K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
14.2K+ 28.33% |
$390K - $455K
|
64.1K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.2KNew |
$363K - $424K
|
13.2K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12.6KNew |
$346K - $404K
|
12.6K
$468K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.8K+ 6.2% |
$324K - $379K
|
202K
$7.51M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.4KNew |
$314K - $366K
|
11.4K
$424K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.4KNew |
$314K - $366K
|
11.4K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10.9K+ 48.81% |
$301K - $352K
|
33.4K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10.9K+ 5.09% |
$300K - $350K
|
225K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$300K - $350K
|
10.9K
$405K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
10.5KNew |
$289K - $337K
|
10.5K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.86K+ 29.89% |
$272K - $317K
|
42.9K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.56K+ 11.01% |
$263K - $307K
|
96.4K
$3.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
9.14K+ 1.56% |
$252K - $294K
|
594K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.14K+ 54.44% |
$252K - $294K
|
25.9K
$965K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.89K+ 4.46% |
$245K - $286K
|
208K
$7.75M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 36.58% |
$239K - $279K
|
32.4K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.48KNew |
$234K - $273K
|
8.48K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.07K+ 16.74% |
$222K - $259K
|
56.2K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.03KNew |
$221K - $258K
|
8.03K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.01KNew |
$221K - $258K
|
8.01K
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7.8KNew |
$215K - $251K
|
7.8K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.39KNew |
$204K - $238K
|
7.39K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.31K+ 4.61% |
$201K - $235K
|
166K
$6.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.8KNew |
$187K - $219K
|
6.8K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6.72KNew |
$185K - $216K
|
6.72K
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.6KNew |
$182K - $212K
|
6.6K
$246K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
6.49K+ 67.34% |
$179K - $209K
|
16.1K
$601K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.47KNew |
$178K - $208K
|
6.47K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.42K+ 16.68% |
$177K - $206K
|
44.9K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.18K+ 76.34% |
$170K - $199K
|
14.3K
$532K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.88K+ 10.2% |
$162K - $189K
|
63.6K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.74K+ 98.79% |
$158K - $185K
|
11.5K
$430K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.74K+ 33.02% |
$158K - $184K
|
23.1K
$861K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.69K+ 2.54% |
$157K - $183K
|
229K
$8.54M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.2K+ 1223.53% |
$143K - $167K
|
5.63K
$210K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.91KNew |
$135K - $158K
|
4.91K
$183K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.74K+ 8.23% |
$131K - $153K
|
62.4K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.63K+ 21.74% |
$128K - $149K
|
25.9K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.56K+ 63.22% |
$126K - $147K
|
11.8K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.5K+ 1.67% |
$124K - $145K
|
275K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.28K+ 1.63% |
$118K - $138K
|
267K
$9.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4.26K+ 3.78% |
$117K - $137K
|
117K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.11K+ 32.13% |
$113K - $132K
|
16.9K
$630K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.1KNew |
$113K - $132K
|
4.1K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07K+ 15.26% |
$112K - $131K
|
30.7K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.88K+ 18.07% |
$107K - $125K
|
25.3K
$943K
|