Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
6.76K+ 5.36% |
$203K - $224K
|
133K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.58K+ 55.84% |
$198K - $218K
|
18.4K
$693K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.52K+ 15.27% |
$196K - $216K
|
49.2K
$1.86M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.46K+ 3.03% |
$194K - $214K
|
220K
$8.31M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.44KNew |
$194K - $213K
|
6.44K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.42K+ 11.41% |
$193K - $213K
|
62.7K
$2.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.39KNew |
$192K - $212K
|
6.39K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
6.3K+ 5.39% |
$189K - $209K
|
123K
$4.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.27K+ 64.46% |
$188K - $208K
|
16K
$604K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.25KNew |
$188K - $207K
|
6.25K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.16KNew |
$185K - $204K
|
6.16K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6.04K+ 2.63% |
$181K - $200K
|
235K
$8.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.75K+ 34.96% |
$173K - $191K
|
22.2K
$839K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.28K+ 449.57% |
$158K - $175K
|
6.45K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.27K+ 35.32% |
$158K - $175K
|
20.2K
$763K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.2K+ 14.99% |
$156K - $172K
|
39.9K
$1.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.14K+ 8.33% |
$154K - $170K
|
66.9K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$150K - $166K
|
5K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.98K+ 10.08% |
$150K - $165K
|
54.4K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.83K+ 2.91% |
$145K - $160K
|
171K
$6.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.44K+ 25.45% |
$133K - $147K
|
21.9K
$826K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.4K+ 0.75% |
$132K - $146K
|
589K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.29K+ 13.96% |
$129K - $142K
|
35K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.23K+ 64.07% |
$127K - $140K
|
10.8K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.19K+ 40.84% |
$126K - $139K
|
14.5K
$546K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.12K+ 35.2% |
$124K - $136K
|
15.8K
$598K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.12K+ 6.39% |
$124K - $136K
|
68.5K
$2.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.05K+ 17.47% |
$122K - $134K
|
27.2K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.93K+ 62.46% |
$118K - $130K
|
10.2K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.93K+ 1.47% |
$118K - $130K
|
271K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.7K+ 34.94% |
$111K - $122K
|
14.3K
$539K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.64K+ 16.26% |
$109K - $121K
|
26K
$984K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.54KNew |
$106K - $117K
|
3.54K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.53K+ 41.55% |
$106K - $117K
|
12K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.38K+ 31.1% |
$102K - $112K
|
14.3K
$539K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
3.37K+ 1.74% |
$101K - $112K
|
197K
$7.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.16K+ 29.13% |
$95K - $105K
|
14K
$530K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.09K+ 34.93% |
$92.8K - $102K
|
11.9K
$451K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.04K+ 46.98% |
$91.2K - $101K
|
9.51K
$359K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
2.85K+ 30.87% |
$85.6K - $94.4K
|
12.1K
$456K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.82K+ 1.53% |
$84.8K - $93.6K
|
188K
$7.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.59K+ 33.22% |
$77.8K - $85.8K
|
10.4K
$392K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.58KNew |
$77.5K - $85.5K
|
2.58K
$97.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 5.73% |
$74.4K - $82K
|
45.7K
$1.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.45K+ 17.16% |
$73.6K - $81.2K
|
16.7K
$632K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
2.43K+ 9.73% |
$73K - $80.5K
|
27.4K
$1.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.38K+ 3.08% |
$71.5K - $78.8K
|
79.5K
$3M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.36K+ 27.04% |
$70.8K - $78.2K
|
11.1K
$419K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.36K+ 15.15% |
$70.7K - $78K
|
17.9K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.27K+ 20.76% |
$68.3K - $75.3K
|
13.2K
$499K
|