Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.57M+ 124.6% |
$86.5M - $94.4M
|
6.44M
$241M
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.97MNew |
$47.6M - $52M
|
1.97M
$73.6M
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.04M+ 9.89% |
$25.1M - $27.4M
|
11.5M
$431M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
670K+ 85.01% |
$16.2M - $17.7M
|
1.46M
$54.6M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
635K+ 27.56% |
$15.4M - $16.8M
|
2.94M
$110M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
596KNew |
$14.4M - $15.8M
|
596K
$22.3M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
515K+ 13.0% |
$12.5M - $13.6M
|
4.48M
$168M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
400K+ 908.17% |
$9.7M - $10.6M
|
444K
$16.6M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
396K+ 213.14% |
$9.6M - $10.5M
|
582K
$21.8M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
394K+ 8.86% |
$9.56M - $10.4M
|
4.84M
$181M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 33.48% |
$8.88M - $9.7M
|
1.46M
$54.7M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
311K+ 178.76% |
$7.53M - $8.22M
|
485K
$18.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
302K+ 48.86% |
$7.31M - $7.98M
|
919K
$34.4M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
200K+ 19.34% |
$4.84M - $5.28M
|
1.23M
$46.1M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
197K+ 125.6% |
$4.78M - $5.21M
|
354K
$13.2M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190K+ 126.78% |
$4.61M - $5.03M
|
341K
$12.7M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
157K+ 14.48% |
$3.81M - $4.16M
|
1.24M
$46.5M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147K+ 25.77% |
$3.57M - $3.9M
|
719K
$26.9M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
147K+ 34.22% |
$3.55M - $3.88M
|
575K
$21.5M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
141KNew |
$3.42M - $3.74M
|
141K
$5.29M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
132K+ 672.55% |
$3.19M - $3.48M
|
151K
$5.66M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
123K+ 6.04% |
$2.99M - $3.26M
|
2.17M
$81.1M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
122KNew |
$2.95M - $3.22M
|
122K
$4.56M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
109K+ 18.93% |
$2.63M - $2.87M
|
682K
$25.5M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108K+ 1268.95% |
$2.61M - $2.85M
|
116K
$4.36M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 5.18% |
$2.56M - $2.8M
|
2.15M
$80.4M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
97.9K+ 5.82% |
$2.37M - $2.59M
|
1.78M
$66.6M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
86.7K+ 44.33% |
$2.1M - $2.29M
|
282K
$10.6M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
85.8K+ 103.02% |
$2.08M - $2.27M
|
169K
$6.33M
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
65.7K+ 260.64% |
$1.59M - $1.74M
|
90.9K
$3.4M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
59.8KNew |
$1.45M - $1.58M
|
59.8K
$2.24M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
59.5KNew |
$1.44M - $1.57M
|
59.5K
$2.23M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58.2K+ 11.64% |
$1.41M - $1.54M
|
558K
$20.9M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56K+ 233.91% |
$1.36M - $1.48M
|
79.9K
$2.99M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.9K+ 8.44% |
$1.35M - $1.48M
|
718K
$26.9M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54.9K+ 52.74% |
$1.33M - $1.45M
|
159K
$5.95M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54.2K+ 102.01% |
$1.31M - $1.43M
|
107K
$4.02M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48KNew |
$1.16M - $1.27M
|
48K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45.4K+ 156.74% |
$1.1M - $1.2M
|
74.4K
$2.78M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
44.8K+ 512.1% |
$1.08M - $1.18M
|
53.5K
$2M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
42.9K+ 119.43% |
$1.04M - $1.14M
|
78.9K
$2.95M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.5KNew |
$1.03M - $1.12M
|
42.5K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
40.7KNew |
$986K - $1.08M
|
40.7K
$1.52M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
40.6KNew |
$984K - $1.07M
|
40.6K
$1.52M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40KNew |
$970K - $1.06M
|
40K
$1.5M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
40KNew |
$969K - $1.06M
|
40K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.4KNew |
$955K - $1.04M
|
39.4K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
39.3K+ 26.18% |
$951K - $1.04M
|
189K
$7.08M
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.6K+ 15.33% |
$886K - $967K
|
275K
$10.3M
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
35.7K+ 4.72% |
$866K - $945K
|
794K
$29.7M
|