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 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
406+ 0.85% |
$13.8K - $16.2K
|
48.3K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
403+ 4.76% |
$13.7K - $16.1K
|
8.86K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
385+ 182.46% |
$13.1K - $15.3K
|
596
$23K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
329New |
$11.2K - $13.1K
|
329
$12.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
314+ 0.7% |
$10.7K - $12.5K
|
45.3K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
312+ 1.25% |
$10.6K - $12.4K
|
25.2K
$976K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
258+ 1.71% |
$8.77K - $10.3K
|
15.4K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 8.33% |
$8.5K - $9.96K
|
3.25K
$126K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
224+ 0.18% |
$7.61K - $8.92K
|
128K
$4.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
205+ 1.47% |
$6.97K - $8.17K
|
14.1K
$546K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
178+ 2.7% |
$6.05K - $7.09K
|
6.77K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
126+ 0.05% |
$4.28K - $5.02K
|
259K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
112+ 0.43% |
$3.81K - $4.46K
|
26.1K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104+ 0.66% |
$3.53K - $4.14K
|
15.8K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62New |
$2.11K - $2.47K
|
62
$2.4K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
57+ 0.42% |
$1.94K - $2.27K
|
13.8K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
57+ 0.74% |
$1.94K - $2.27K
|
7.72K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
53+ 0.15% |
$1.8K - $2.11K
|
34.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
25+ 0.26% |
$849 - $996
|
9.54K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 1.21% |
$612 - $717
|
1.5K
$58.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$34 - $39.8
|
1.61K
$62.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$34 - $39.8
|
1
$38.7
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-26- 2.9% |
$883 - $1.04K
|
870
$33.6K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-44- 7.13% |
$1.5K - $1.75K
|
573
$22.2K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-75- 8.3% |
$2.55K - $2.99K
|
829
$32K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-115- 0.51% |
$3.91K - $4.58K
|
22.5K
$869K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-153- 0.1% |
$5.2K - $6.1K
|
149K
$5.77M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-185- 0.25% |
$6.29K - $7.37K
|
72.5K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-196- 1.51% |
$6.66K - $7.81K
|
12.7K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-200- 0.68% |
$6.8K - $7.97K
|
29.2K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 2.12% |
$6.8K - $7.97K
|
9.24K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-248- 9.41% |
$8.43K - $9.88K
|
2.39K
$92.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-265- 2.0% |
$9K - $10.6K
|
13K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-268- 39.3% |
$9.11K - $10.7K
|
414
$16K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-333- 3.62% |
$11.3K - $13.3K
|
8.86K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-427- 3.25% |
$14.5K - $17K
|
12.7K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-455- 1.84% |
$15.5K - $18.1K
|
24.3K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-500- 25.64% |
$17K - $19.9K
|
1.45K
$56.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-544- 0.85% |
$18.5K - $21.7K
|
63.6K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-582- 1.86% |
$19.8K - $23.2K
|
30.8K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-587- 7.62% |
$19.9K - $23.4K
|
7.12K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-642- 8.25% |
$21.8K - $25.6K
|
7.14K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-664- 3.99% |
$22.6K - $26.5K
|
16K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-668- 2.69% |
$22.7K - $26.6K
|
24.1K
$933K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-685- 2.14% |
$23.3K - $27.3K
|
31.4K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-797- 4.71% |
$27.1K - $31.8K
|
16.1K
$623K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-843- 0.54% |
$28.6K - $33.6K
|
155K
$5.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-894- 0.71% |
$30.4K - $35.6K
|
125K
$4.83M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.12K- 7.0% |
$38K - $44.6K
|
14.9K
$575K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.22K- 0.83% |
$41.5K - $48.7K
|
146K
$5.64M
|