Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.06M+ 36.12% |
$206M - $241M
|
22.8M
$883M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.46M+ 287.05% |
$83.7M - $98.2M
|
3.32M
$128M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.19M+ 29.71% |
$74.3M - $87.1M
|
9.54M
$369M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.95M+ 87.21% |
$66.1M - $77.5M
|
4.18M
$161M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.73M+ 8.62% |
$58.8M - $69M
|
21.8M
$844M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42M+ 13.8% |
$48.1M - $56.4M
|
11.7M
$451M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18M+ 16.97% |
$39.9M - $46.8M
|
8.1M
$313M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.17M+ 14.75% |
$39.6M - $46.5M
|
9.07M
$351M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07M+ 15.86% |
$36.5M - $42.7M
|
7.84M
$303M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05M+ 10.09% |
$35.5M - $41.7M
|
11.4M
$441M
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
913K+ 3486.13% |
$31M - $36.4M
|
939K
$36.3M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
845K+ 109.07% |
$28.7M - $33.7M
|
1.62M
$62.6M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
840K+ 12.1% |
$28.5M - $33.5M
|
7.78M
$301M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
675K+ 15.79% |
$22.9M - $26.9M
|
4.95M
$191M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
644K+ 56.59% |
$21.9M - $25.7M
|
1.78M
$68.9M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
556K+ 17.84% |
$18.9M - $22.2M
|
3.67M
$142M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
516K+ 99.1% |
$17.5M - $20.6M
|
1.04M
$40.1M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
493K+ 93.61% |
$16.8M - $19.7M
|
1.02M
$39.4M
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
471K+ 56.81% |
$16M - $18.8M
|
1.3M
$50.3M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
431K+ 26.74% |
$14.7M - $17.2M
|
2.05M
$79.1M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
417K+ 38.59% |
$14.2M - $16.6M
|
1.5M
$57.9M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
413KNew |
$14M - $16.5M
|
413K
$16M
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
411K+ 106.95% |
$14M - $16.4M
|
795K
$30.7M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
378K+ 8496.18% |
$12.8M - $15.1M
|
382K
$14.8M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
367KNew |
$12.5M - $14.6M
|
367K
$14.2M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
329K+ 13.33% |
$11.2M - $13.1M
|
2.8M
$108M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
323K+ 27.88% |
$11M - $12.9M
|
1.48M
$57.4M
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
282KNew |
$9.57M - $11.2M
|
282K
$10.9M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
260K+ 851.79% |
$8.83M - $10.4M
|
290K
$11.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
253K+ 7.54% |
$8.58M - $10.1M
|
3.6M
$139M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
239K+ 9.53% |
$8.12M - $9.52M
|
2.75M
$106M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
220KNew |
$7.46M - $8.75M
|
220K
$8.49M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
210K+ 79.37% |
$7.15M - $8.38M
|
476K
$18.4M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
207K+ 26.48% |
$7.04M - $8.25M
|
990K
$38.3M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
203K+ 174.12% |
$6.9M - $8.09M
|
320K
$12.4M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
196K+ 42.48% |
$6.67M - $7.83M
|
659K
$25.5M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
193K+ 204.8% |
$6.56M - $7.7M
|
287K
$11.1M
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
184K+ 89.05% |
$6.24M - $7.32M
|
390K
$15.1M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
172K+ 120.53% |
$5.84M - $6.84M
|
314K
$12.2M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
166K+ 139.95% |
$5.65M - $6.63M
|
285K
$11M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
144KNew |
$4.91M - $5.75M
|
144K
$5.58M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
138K+ 39.43% |
$4.7M - $5.5M
|
489K
$18.9M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138K+ 15.39% |
$4.69M - $5.5M
|
1.04M
$40.1M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
137K+ 1745.57% |
$4.67M - $5.48M
|
145K
$5.62M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
129K+ 20.23% |
$4.38M - $5.13M
|
765K
$29.6M
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
122KNew |
$4.15M - $4.86M
|
122K
$4.72M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
119K+ 50.54% |
$4.05M - $4.75M
|
355K
$13.7M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111K+ 8.81% |
$3.77M - $4.42M
|
1.37M
$52.9M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
107K+ 22.58% |
$3.65M - $4.28M
|
583K
$22.5M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
107KNew |
$3.65M - $4.28M
|
107K
$4.15M
|