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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
413KNew |
$14M - $16.5M
|
413K
$13.4M
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
411K+ 106.95% |
$14M - $16.4M
|
795K
$25.8M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
210K+ 79.37% |
$7.15M - $8.38M
|
476K
$15.4M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
137K+ 1745.57% |
$4.67M - $5.48M
|
145K
$4.72M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
107K+ 22.58% |
$3.65M - $4.28M
|
583K
$18.9M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.7K+ 122.39% |
$3.39M - $3.97M
|
181K
$5.88M
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
87.4K+ 10.53% |
$2.97M - $3.48M
|
917K
$29.8M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
84.6K+ 37.37% |
$2.87M - $3.37M
|
311K
$10.1M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.8K+ 4.36% |
$2.85M - $3.34M
|
2.01M
$65.2M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56.2K+ 105950.94% |
$1.91M - $2.24M
|
56.2K
$1.83M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
55.4K+ 211.97% |
$1.88M - $2.21M
|
81.6K
$2.65M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.5K+ 4.73% |
$1.41M - $1.65M
|
920K
$29.9M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37.9K+ 3324.98% |
$1.29M - $1.51M
|
39.1K
$1.27M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
35.2K+ 29.69% |
$1.2M - $1.4M
|
154K
$5M
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
35K+ 7.55% |
$1.19M - $1.39M
|
498K
$16.2M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
28.3K+ 26.77% |
$963K - $1.13M
|
134K
$4.36M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
16.6K+ 61.88% |
$564K - $661K
|
43.4K
$1.41M
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.5K+ 19.82% |
$561K - $658K
|
99.9K
$3.24M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.5K+ 69.52% |
$561K - $657K
|
40.2K
$1.31M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.7K+ 18.27% |
$532K - $624K
|
101K
$3.29M
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
15.5K+ 6.4% |
$528K - $619K
|
258K
$8.39M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.5K+ 15.21% |
$526K - $616K
|
117K
$3.8M
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
15.1K+ 12.13% |
$513K - $602K
|
140K
$4.53M
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
14.8K+ 20.98% |
$502K - $589K
|
85.2K
$2.77M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.4K+ 61.44% |
$455K - $533K
|
35.2K
$1.14M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12.4KNew |
$421K - $493K
|
12.4K
$402K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.1K+ 55.31% |
$376K - $441K
|
31.1K
$1.01M
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
10.6K+ 44.09% |
$361K - $423K
|
34.7K
$1.13M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10K+ 165.97% |
$341K - $400K
|
16.1K
$522K
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
8.43K+ 48.21% |
$286K - $336K
|
25.9K
$841K
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.73K+ 4.09% |
$263K - $308K
|
197K
$6.38M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.53KNew |
$256K - $300K
|
7.53K
$244K
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7.26KNew |
$247K - $289K
|
7.26K
$236K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.18K+ 12.67% |
$244K - $286K
|
63.8K
$2.07M
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
6.51KNew |
$221K - $260K
|
6.51K
$212K
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.5K+ 4.89% |
$187K - $219K
|
118K
$3.83M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.12K+ 5.86% |
$174K - $204K
|
92.5K
$3M
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5K+ 39.51% |
$170K - $199K
|
17.6K
$573K
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.51K+ 1.07% |
$153K - $180K
|
428K
$13.9M
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.5K+ 5.09% |
$153K - $179K
|
92.9K
$3.02M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.88K+ 15.47% |
$132K - $155K
|
29K
$941K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.29K+ 18.2% |
$77.8K - $91.3K
|
14.9K
$483K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.09K+ 13.87% |
$70.9K - $83.1K
|
17.1K
$556K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.01K+ 3.27% |
$68.3K - $80.1K
|
63.4K
$2.06M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.89K+ 9.49% |
$64.2K - $75.2K
|
21.8K
$708K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 84.19% |
$61.5K - $72.1K
|
3.96K
$129K
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 24.53% |
$59.4K - $69.6K
|
8.87K
$288K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.69K+ 20.77% |
$57.3K - $67.1K
|
9.8K
$318K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.68K+ 29.16% |
$57.1K - $67K
|
7.45K
$242K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.66K+ 1.36% |
$56.4K - $66.1K
|
124K
$4.01M
|