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
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.32K+ 0.83% |
$78.7K - $92.2K
|
282K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.29K+ 18.2% |
$77.8K - $91.3K
|
14.9K
$575K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.15K+ 10.95% |
$73.1K - $85.7K
|
21.8K
$843K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.09K+ 13.87% |
$70.9K - $83.1K
|
17.1K
$662K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.01K+ 3.27% |
$68.3K - $80.1K
|
63.4K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.89K+ 9.49% |
$64.2K - $75.2K
|
21.8K
$843K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.82K+ 32.45% |
$61.7K - $72.3K
|
7.41K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 84.19% |
$61.5K - $72.1K
|
3.96K
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.79K+ 15.94% |
$60.7K - $71.1K
|
13K
$502K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.77K+ 22.98% |
$60.2K - $70.6K
|
9.48K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.76K+ 1312.69% |
$59.8K - $70.1K
|
1.89K
$73.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 24.53% |
$59.4K - $69.6K
|
8.87K
$343K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.74K+ 5.24% |
$59.2K - $69.4K
|
35K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.72K+ 10.8% |
$58.5K - $68.6K
|
17.7K
$683K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.71K+ 13.53% |
$58K - $68K
|
14.3K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.69K+ 20.77% |
$57.3K - $67.1K
|
9.8K
$379K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.68K+ 29.16% |
$57.1K - $67K
|
7.45K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.66K+ 1.36% |
$56.4K - $66.1K
|
124K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.6KNew |
$54.3K - $63.6K
|
1.6K
$61.7K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.56K+ 8.48% |
$52.9K - $62K
|
19.9K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$52.5K - $61.6K
|
1.55K
$59.8K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.54K+ 11.8% |
$52.5K - $61.5K
|
14.6K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.53K+ 1.48% |
$52K - $61K
|
105K
$4.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.5K+ 8.52% |
$51K - $59.8K
|
19.1K
$738K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.45K+ 25.94% |
$49.4K - $57.9K
|
7.06K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.39KNew |
$47.2K - $55.3K
|
1.39K
$53.7K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.38K+ 3.66% |
$46.9K - $55K
|
39.1K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.33K+ 22.6% |
$45.1K - $52.9K
|
7.2K
$278K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.29K+ 5.46% |
$43.8K - $51.4K
|
24.9K
$964K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 10.65% |
$42.1K - $49.4K
|
12.9K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.21K+ 6.49% |
$41.2K - $48.3K
|
19.9K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.21K+ 1.2% |
$41K - $48.1K
|
102K
$3.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.2K+ 2.11% |
$40.6K - $47.6K
|
57.7K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1.15K+ 4.12% |
$38.9K - $45.6K
|
28.9K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.11K+ 4.74% |
$37.9K - $44.4K
|
24.6K
$952K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.1K+ 6.96% |
$37.3K - $43.8K
|
16.9K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
930+ 3.87% |
$31.6K - $37.1K
|
25K
$966K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
925+ 3.98% |
$31.4K - $36.9K
|
24.2K
$935K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
904New |
$30.7K - $36K
|
904
$34.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
881New |
$29.9K - $35.1K
|
881
$34.1K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
786+ 3.25% |
$26.7K - $31.3K
|
24.9K
$964K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
727+ 6.31% |
$24.7K - $29K
|
12.2K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
671+ 4.38% |
$22.8K - $26.7K
|
16K
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
588+ 3.55% |
$20K - $23.4K
|
17.1K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
564New |
$19.2K - $22.5K
|
564
$21.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
551+ 0.82% |
$18.7K - $22K
|
68K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
545+ 3.53% |
$18.5K - $21.7K
|
16K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
521+ 2.79% |
$17.7K - $20.8K
|
19.2K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
501+ 8.7% |
$17K - $20K
|
6.26K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
469+ 7.6% |
$15.9K - $18.7K
|
6.64K
$257K
|