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 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.46K- 2.39% |
$49.5K - $58.1K
|
59.5K
$2.3M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.49K- 8.0% |
$50.5K - $59.2K
|
17.1K
$660K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.6K- 12.74% |
$54.4K - $63.7K
|
11K
$424K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.67K- 6.27% |
$56.8K - $66.6K
|
25K
$967K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 7.53% |
$58K - $68K
|
21K
$811K
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 2.72% |
$62.2K - $72.9K
|
65.4K
$2.53M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.99K- 24.3% |
$67.5K - $79.1K
|
6.18K
$239K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.3K- 9.05% |
$78.1K - $91.6K
|
23.1K
$893K
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-2.3K- 15.91% |
$78.3K - $91.8K
|
12.2K
$471K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.32K- 0.89% |
$78.7K - $92.2K
|
257K
$9.95M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.39K- 0.37% |
$81.2K - $95.3K
|
647K
$25M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.04K- 21.3% |
$103K - $121K
|
11.2K
$434K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.11K- 17.78% |
$106K - $124K
|
14.4K
$555K
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3.11K- 13.87% |
$106K - $124K
|
19.3K
$747K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.37K- 2.09% |
$115K - $134K
|
158K
$6.11M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.37K- 18.02% |
$115K - $134K
|
15.3K
$593K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.6K- 6.99% |
$122K - $143K
|
47.9K
$1.85M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.64K- 4.53% |
$124K - $145K
|
76.7K
$2.96M
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-3.64K- 3.86% |
$124K - $145K
|
90.7K
$3.51M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.87K- 26.37% |
$131K - $154K
|
10.8K
$418K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.91K- 2.26% |
$133K - $156K
|
169K
$6.54M
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.94K- 19.88% |
$134K - $157K
|
15.9K
$614K
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-4.23K- 5.0% |
$144K - $169K
|
80.4K
$3.11M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.54K- 1.16% |
$154K - $181K
|
386K
$14.9M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-4.98K- 34.35% |
$169K - $198K
|
9.51K
$368K
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-5.01K- 7.48% |
$170K - $199K
|
61.9K
$2.39M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.26K- 4.39% |
$179K - $209K
|
115K
$4.43M
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-5.7K- 0.78% |
$194K - $227K
|
728K
$28.2M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.02K- 1.46% |
$205K - $240K
|
407K
$15.7M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.87K- 6.16% |
$233K - $274K
|
105K
$4.04M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-9.47K- 4.68% |
$322K - $377K
|
193K
$7.45M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 3.94% |
$363K - $425K
|
260K
$10.1M
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13.5K- 6.8% |
$458K - $538K
|
185K
$7.15M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.1K- 55.17% |
$546K - $640K
|
13.1K
$505K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.4K- 11.32% |
$557K - $653K
|
128K
$4.96M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20K- 2.49% |
$680K - $797K
|
784K
$30.3M
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-20.4K- 6.94% |
$694K - $813K
|
274K
$10.6M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.9K- 53.34% |
$947K - $1.11M
|
24.4K
$943K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.2K- 33.8% |
$957K - $1.12M
|
55.1K
$2.13M
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-28.4K- 20.32% |
$963K - $1.13M
|
111K
$4.3M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28.5K- 3.13% |
$968K - $1.13M
|
880K
$34M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29.7K- 25.25% |
$1.01M - $1.18M
|
88K
$3.4M
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-33.1K- 4.11% |
$1.12M - $1.32M
|
772K
$29.9M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-37.9K- 97.08% |
$1.29M - $1.51M
|
1.14K
$44.1K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-44.2K- 13.78% |
$1.5M - $1.76M
|
277K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46.7KClosed |
$1.59M - $1.86M
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-49.2K- 27.88% |
$1.67M - $1.96M
|
127K
$4.92M
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-66.4K- 63.1% |
$2.26M - $2.64M
|
38.8K
$1.5M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-86.7K- 45.74% |
$2.94M - $3.45M
|
103K
$3.97M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-92.4K- 3.44% |
$3.14M - $3.68M
|
2.6M
$100M
|