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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
107K+ 369.03% |
$3.64M - $4.27M
|
136K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
105KNew |
$3.57M - $4.18M
|
105K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
101KNew |
$3.43M - $4.02M
|
101K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
101K+ 136.55% |
$3.42M - $4.01M
|
175K
$6.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
100K+ 151.71% |
$3.4M - $3.99M
|
166K
$6.43M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
99.7K+ 133.8% |
$3.39M - $3.97M
|
174K
$6.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.7K+ 122.39% |
$3.39M - $3.97M
|
181K
$7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
99.2K+ 24.7% |
$3.37M - $3.95M
|
501K
$19.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
96.7K+ 47.19% |
$3.29M - $3.85M
|
302K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
95.6K+ 87.83% |
$3.25M - $3.81M
|
204K
$7.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
87.4K+ 10.53% |
$2.97M - $3.48M
|
917K
$35.5M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86.8K+ 9.79% |
$2.95M - $3.46M
|
973K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
86.7KNew |
$2.95M - $3.46M
|
86.7K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
84.8K+ 66.73% |
$2.88M - $3.38M
|
212K
$8.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
84.6K+ 37.37% |
$2.87M - $3.37M
|
311K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84.5K+ 21.72% |
$2.87M - $3.37M
|
474K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.8K+ 4.36% |
$2.85M - $3.34M
|
2.01M
$77.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.4K+ 522.9% |
$2.67M - $3.13M
|
93.4K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
78K+ 200.76% |
$2.65M - $3.11M
|
117K
$4.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
76K+ 54.54% |
$2.58M - $3.03M
|
215K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
70.4K+ 12.02% |
$2.39M - $2.8M
|
656K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
67.3K+ 118.2% |
$2.29M - $2.68M
|
124K
$4.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
67.2K+ 12.23% |
$2.28M - $2.68M
|
617K
$23.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
65.9K+ 250.56% |
$2.24M - $2.63M
|
92.2K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65.2K+ 331.77% |
$2.21M - $2.6M
|
84.8K
$3.28M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
63.8K+ 333.18% |
$2.17M - $2.54M
|
82.9K
$3.2M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
62.2K+ 23.14% |
$2.11M - $2.48M
|
331K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
61.1K+ 167.96% |
$2.08M - $2.44M
|
97.5K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
58.2K+ 325.95% |
$1.98M - $2.32M
|
76K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.5K+ 29.72% |
$1.95M - $2.29M
|
251K
$9.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56.2K+ 105950.94% |
$1.91M - $2.24M
|
56.2K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
55.9K+ 6.51% |
$1.9M - $2.23M
|
915K
$35.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
55.4K+ 211.97% |
$1.88M - $2.21M
|
81.6K
$3.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
54.8K+ 876.82% |
$1.86M - $2.18M
|
61.1K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
53.7KNew |
$1.82M - $2.14M
|
53.7K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52.5K+ 8.8% |
$1.78M - $2.09M
|
649K
$25.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
52.1K+ 174.68% |
$1.77M - $2.07M
|
81.9K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
51.8KNew |
$1.76M - $2.06M
|
51.8K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48.1K+ 30.8% |
$1.63M - $1.91M
|
204K
$7.89M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.4K+ 16.07% |
$1.61M - $1.89M
|
342K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
46.7K+ 52.72% |
$1.59M - $1.86M
|
135K
$5.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
45.1K+ 14.67% |
$1.53M - $1.8M
|
353K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
44.1K+ 53.24% |
$1.5M - $1.76M
|
127K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43K+ 26.1% |
$1.46M - $1.71M
|
208K
$8.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.5K+ 4.73% |
$1.41M - $1.65M
|
920K
$35.6M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
40.7K+ 20.76% |
$1.38M - $1.62M
|
237K
$9.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37.9K+ 3324.98% |
$1.29M - $1.51M
|
39.1K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
36.7K+ 24.57% |
$1.25M - $1.46M
|
186K
$7.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.8K+ 17.25% |
$1.22M - $1.43M
|
243K
$9.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
35.2K+ 29.69% |
$1.2M - $1.4M
|
154K
$5.95M
|