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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7.5K+ 147.06% |
$182K - $198K
|
12.6K
$472K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.37K+ 26.12% |
$179K - $195K
|
35.6K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.65K+ 29.02% |
$161K - $176K
|
29.6K
$1.11M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.07K+ 30.07% |
$147K - $161K
|
26.3K
$985K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.94K+ 16.24% |
$144K - $157K
|
42.5K
$1.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.74K+ 17.07% |
$139K - $152K
|
39.4K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5.68K+ 9.84% |
$138K - $150K
|
63.4K
$2.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.75K+ 47.12% |
$115K - $126K
|
14.8K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.6K+ 11.69% |
$111K - $122K
|
43.9K
$1.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.48K+ 12.57% |
$109K - $119K
|
40.1K
$1.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.47K+ 34.16% |
$108K - $118K
|
17.5K
$657K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.27K+ 18.85% |
$103K - $113K
|
26.9K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.22K+ 2.0% |
$102K - $112K
|
216K
$8.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.13K+ 34.65% |
$100K - $109K
|
16K
$601K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.02K+ 12.81% |
$97.4K - $106K
|
35.4K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.47K+ 5.07% |
$84.2K - $91.9K
|
72K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.14K+ 1.28% |
$76K - $82.9K
|
248K
$9.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.95K+ 4.37% |
$71.4K - $77.9K
|
70.4K
$2.64M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2.93K+ 1.38% |
$70.9K - $77.3K
|
215K
$8.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.75K+ 5.69% |
$66.6K - $72.7K
|
51.1K
$1.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.56K+ 11.02% |
$62K - $67.7K
|
25.8K
$966K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.51K+ 0.96% |
$60.8K - $66.3K
|
263K
$9.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 27.58% |
$59.7K - $65.1K
|
11.4K
$427K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 125.8% |
$58.1K - $63.4K
|
4.31K
$161K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.35K+ 29.1% |
$56.9K - $62.1K
|
10.4K
$390K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.29K+ 2.48% |
$55.6K - $60.7K
|
94.7K
$3.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 11.07% |
$52K - $56.8K
|
21.5K
$808K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 2.94% |
$51.5K - $56.2K
|
74.3K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 3.33% |
$45.9K - $50.1K
|
58.8K
$2.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.88K+ 79.33% |
$45.6K - $49.8K
|
4.26K
$160K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$45.2K - $49.3K
|
1.86K
$69.9K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.67K+ 6.8% |
$40.4K - $44.1K
|
26.2K
$982K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.36K+ 2.98% |
$32.8K - $35.8K
|
46.8K
$1.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.21K+ 9.61% |
$29.3K - $32K
|
13.8K
$517K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
858+ 4.49% |
$20.8K - $22.7K
|
20K
$748K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
827+ 5.35% |
$20K - $21.9K
|
16.3K
$610K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
757+ 9.5% |
$18.3K - $20K
|
8.73K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
742+ 23.0% |
$18K - $19.6K
|
3.97K
$149K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
719+ 1.43% |
$17.4K - $19K
|
51K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
699+ 3.52% |
$16.9K - $18.5K
|
20.6K
$771K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
678+ 4.61% |
$16.4K - $17.9K
|
15.4K
$577K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
600New |
$14.5K - $15.9K
|
600
$22.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
390+ 3.11% |
$9.45K - $10.3K
|
13K
$485K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
346+ 1.2% |
$8.38K - $9.15K
|
29.1K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
300+ 2.45% |
$7.27K - $7.93K
|
12.5K
$470K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
290+ 1.5% |
$7.03K - $7.67K
|
19.6K
$734K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
146+ 0.68% |
$3.54K - $3.86K
|
21.6K
$808K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
93+ 0.51% |
$2.25K - $2.46K
|
18.5K
$692K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 0.18% |
$1.45K - $1.59K
|
33.6K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
56+ 0.12% |
$1.36K - $1.48K
|
48.5K
$1.82M
|