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 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.77K+ 27.08% |
$230K - $270K
|
31.8K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
6.51KNew |
$221K - $260K
|
6.51K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.46KNew |
$219K - $257K
|
6.46K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.33K+ 17.92% |
$215K - $252K
|
41.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.24KNew |
$212K - $249K
|
6.24K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6.16K+ 6.72% |
$209K - $246K
|
97.9K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
6.02KNew |
$204K - $240K
|
6.02K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.97K+ 12.26% |
$203K - $238K
|
54.7K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.81K+ 8.96% |
$197K - $231K
|
70.6K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.58K+ 19.77% |
$190K - $222K
|
33.8K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.52K+ 5.28% |
$188K - $220K
|
110K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.5K+ 4.89% |
$187K - $219K
|
118K
$4.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
5.45K+ 3.03% |
$185K - $217K
|
185K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.32K+ 29.96% |
$181K - $212K
|
23.1K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.32K+ 1.97% |
$181K - $212K
|
275K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
5.2K+ 43.09% |
$177K - $207K
|
17.3K
$668K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.12K+ 5.86% |
$174K - $204K
|
92.5K
$3.57M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.04K+ 35.92% |
$171K - $201K
|
19.1K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.03K+ 69.74% |
$171K - $200K
|
12.2K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5K+ 39.51% |
$170K - $199K
|
17.6K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.98K+ 52.33% |
$169K - $198K
|
14.5K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.98K+ 33.49% |
$169K - $198K
|
19.8K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.87K+ 19.61% |
$166K - $194K
|
29.7K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.66K+ 30.88% |
$158K - $186K
|
19.8K
$764K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.51K+ 1.07% |
$153K - $180K
|
428K
$16.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.5K+ 5.09% |
$153K - $179K
|
92.9K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.47K+ 1.24% |
$152K - $178K
|
366K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.46K+ 3.19% |
$152K - $178K
|
144K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.45K+ 1.89% |
$151K - $177K
|
240K
$9.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.42K+ 18.81% |
$150K - $176K
|
27.9K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.39K+ 5.9% |
$149K - $175K
|
78.7K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.31K+ 15.84% |
$146K - $172K
|
31.5K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.28K+ 11.52% |
$145K - $170K
|
41.4K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.23K+ 19.05% |
$144K - $168K
|
26.4K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.12K+ 1.7% |
$140K - $164K
|
246K
$9.51M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.92KNew |
$133K - $156K
|
3.92K
$152K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.91K+ 11.28% |
$133K - $156K
|
38.5K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.88K+ 15.47% |
$132K - $155K
|
29K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.79K+ 50.78% |
$129K - $151K
|
11.2K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.55K+ 8.37% |
$120K - $141K
|
45.9K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.48K+ 23.95% |
$118K - $138K
|
18K
$695K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.35K+ 25.79% |
$114K - $133K
|
16.3K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.26K+ 48.64% |
$111K - $130K
|
9.97K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.2K+ 21.29% |
$109K - $128K
|
18.2K
$705K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.2K+ 32.01% |
$109K - $127K
|
13.2K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2K+ 18.65% |
$109K - $127K
|
20.4K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.16K+ 8.17% |
$108K - $126K
|
41.9K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.81K+ 14.29% |
$95.3K - $112K
|
22.4K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.72K+ 17.49% |
$92.5K - $108K
|
18.3K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2.39K+ 1.83% |
$81.2K - $95.3K
|
133K
$5.14M
|