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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15K+ 61.76% |
$510K - $598K
|
39.3K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
15K+ 5.02% |
$510K - $597K
|
313K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
14.8K+ 35.71% |
$503K - $590K
|
56.3K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
14.8K+ 20.98% |
$502K - $589K
|
85.2K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.4K+ 62.27% |
$491K - $575K
|
37.6K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.4KNew |
$490K - $574K
|
14.4K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.1K+ 102.89% |
$477K - $560K
|
27.7K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
13.7K+ 54.62% |
$466K - $546K
|
38.8K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.4K+ 61.44% |
$455K - $533K
|
35.2K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.2K+ 33.65% |
$450K - $528K
|
52.6K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 30.11% |
$448K - $525K
|
56.9K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
12.8K+ 10.19% |
$436K - $512K
|
139K
$5.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
12.4KNew |
$421K - $493K
|
12.4K
$479K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
12.2K+ 5.62% |
$415K - $487K
|
230K
$8.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12K+ 9.35% |
$407K - $477K
|
140K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.4K+ 8.79% |
$389K - $456K
|
142K
$5.48M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
11.4K+ 9.81% |
$387K - $454K
|
127K
$4.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
11.3K+ 3.25% |
$383K - $448K
|
358K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.1K+ 55.31% |
$376K - $441K
|
31.1K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8K+ 31.31% |
$367K - $431K
|
45.3K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
10.8K+ 25.81% |
$367K - $430K
|
52.7K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
10.6K+ 44.09% |
$361K - $423K
|
34.7K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 7.55% |
$361K - $423K
|
151K
$5.85M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10.4K+ 2.72% |
$353K - $414K
|
392K
$15.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.1K+ 5.21% |
$342K - $401K
|
203K
$7.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10K+ 165.97% |
$341K - $400K
|
16.1K
$622K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.84K+ 4.67% |
$334K - $392K
|
221K
$8.53M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.72KNew |
$330K - $387K
|
9.72K
$376K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.67K+ 31.9% |
$329K - $385K
|
40K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.63K+ 23.08% |
$327K - $384K
|
51.4K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.55K+ 29.5% |
$324K - $380K
|
41.9K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8.52K+ 8.04% |
$290K - $339K
|
114K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
8.43K+ 48.21% |
$286K - $336K
|
25.9K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
8.27K+ 1.38% |
$281K - $330K
|
609K
$23.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.1K+ 3.37% |
$275K - $323K
|
249K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8K+ 79.99% |
$272K - $319K
|
18K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.86K+ 76.73% |
$267K - $313K
|
18.1K
$700K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.73K+ 4.09% |
$263K - $308K
|
197K
$7.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.73K+ 158.46% |
$262K - $308K
|
12.6K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.69K+ 70.46% |
$261K - $306K
|
18.6K
$719K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.53KNew |
$256K - $300K
|
7.53K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.45KNew |
$253K - $297K
|
7.45K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.43K+ 9.98% |
$253K - $296K
|
81.9K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.35KNew |
$250K - $293K
|
7.35K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7.26KNew |
$247K - $289K
|
7.26K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.21KNew |
$245K - $287K
|
7.21K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.18K+ 11.53% |
$244K - $286K
|
69.4K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.18K+ 12.67% |
$244K - $286K
|
63.8K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.08K+ 8.74% |
$241K - $282K
|
88.1K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.83KNew |
$232K - $272K
|
6.83K
$264K
|