Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 20.71% |
$409K - $464K
|
77.7K
$3.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 39.38% |
$405K - $459K
|
46.7K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.1K+ 33.8% |
$403K - $456K
|
51.9K
$2.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.5K+ 11.6% |
$385K - $436K
|
121K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.3K+ 1.41% |
$377K - $427K
|
883K
$34.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
12.2K+ 3.47% |
$373K - $423K
|
362K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.6K+ 10.39% |
$357K - $405K
|
124K
$4.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.6KNew |
$356K - $404K
|
11.6K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
11.4K+ 5.14% |
$349K - $396K
|
233K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.1KNew |
$342K - $387K
|
11.1K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5K+ 10.91% |
$323K - $366K
|
107K
$4.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.4K+ 48.3% |
$321K - $363K
|
32.1K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.4K+ 62.31% |
$319K - $362K
|
27.1K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$309K - $350K
|
10.1K
$395K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
9.82K+ 6.17% |
$302K - $342K
|
169K
$6.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.65KNew |
$296K - $336K
|
9.65K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.2K+ 5.57% |
$283K - $320K
|
174K
$6.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.99K+ 18.27% |
$276K - $313K
|
58.2K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.77KNew |
$269K - $305K
|
8.77K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.54KNew |
$262K - $297K
|
8.54K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.43K+ 13.18% |
$259K - $293K
|
72.4K
$2.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
8.36K+ 13.52% |
$257K - $291K
|
70.2K
$2.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.31K+ 9.0% |
$255K - $289K
|
101K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
8.21K+ 1.99% |
$252K - $286K
|
422K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
8.08KNew |
$248K - $281K
|
8.08K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.06KNew |
$248K - $281K
|
8.06K
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.74K+ 120.77% |
$238K - $269K
|
14.1K
$556K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.67KNew |
$236K - $267K
|
7.67K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.33K+ 82.27% |
$225K - $255K
|
16.2K
$638K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
7.17K+ 44.82% |
$220K - $250K
|
23.2K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.17K+ 42.43% |
$220K - $249K
|
24.1K
$946K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.07K+ 177.78% |
$217K - $246K
|
11K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.89K+ 6.57% |
$212K - $240K
|
112K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.86K+ 37.35% |
$211K - $238K
|
25.2K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.46K+ 18.45% |
$198K - $225K
|
41.5K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.44KNew |
$198K - $224K
|
6.44K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
6.32K+ 5.13% |
$194K - $220K
|
129K
$5.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.28KNew |
$193K - $219K
|
6.28K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.26K+ 1.41% |
$192K - $218K
|
452K
$17.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.26K+ 7.52% |
$192K - $218K
|
89.5K
$3.52M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
6.2KNew |
$190K - $216K
|
6.2K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.16K+ 15.43% |
$189K - $214K
|
46K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$188K - $213K
|
6.13K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.03K+ 42.33% |
$185K - $210K
|
20.3K
$797K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.95K+ 2.58% |
$183K - $207K
|
236K
$9.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.88KNew |
$180K - $204K
|
5.88K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.86K+ 3.61% |
$180K - $204K
|
168K
$6.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.83KNew |
$179K - $203K
|
5.83K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.8K+ 34.69% |
$178K - $202K
|
22.5K
$886K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.71K+ 29.42% |
$175K - $199K
|
25.1K
$988K
|