Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
44.1KNew |
$839K - $952K
|
44.1K
$1.72M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
43.7KNew |
$832K - $944K
|
43.7K
$1.71M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
43.4KNew |
$826K - $937K
|
43.4K
$1.7M
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
42.8K+ 352.55% |
$814K - $924K
|
54.9K
$2.15M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
41.9KNew |
$798K - $905K
|
41.9K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40K+ 9.72% |
$762K - $865K
|
452K
$17.7M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
39.9KNew |
$759K - $861K
|
39.9K
$1.56M
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
36.3K+ 204.99% |
$690K - $783K
|
53.9K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 13.68% |
$681K - $773K
|
297K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35.7K+ 7222.27% |
$679K - $770K
|
36.2K
$1.41M
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
30.9KNew |
$589K - $668K
|
30.9K
$1.21M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.3KNew |
$557K - $632K
|
29.3K
$1.14M
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
29.2KNew |
$555K - $629K
|
29.2K
$1.14M
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
28.8K+ 32.47% |
$549K - $623K
|
118K
$4.6M
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
27.2K+ 57.68% |
$518K - $588K
|
74.5K
$2.91M
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
25.2KNew |
$479K - $544K
|
25.2K
$985K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.1K+ 110.39% |
$478K - $542K
|
47.9K
$1.87M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
22KNew |
$418K - $474K
|
22K
$859K
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
19.6KNew |
$373K - $423K
|
19.6K
$766K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
19.3K+ 154.0% |
$366K - $416K
|
31.8K
$1.24M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.7KNew |
$337K - $383K
|
17.7K
$693K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 31.59% |
$331K - $376K
|
72.5K
$2.84M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
17.4KNew |
$331K - $375K
|
17.4K
$680K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15.8K+ 71.77% |
$301K - $342K
|
37.9K
$1.48M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15.5KNew |
$296K - $335K
|
15.5K
$607K
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14.5K+ 49.02% |
$276K - $313K
|
44.1K
$1.73M
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13.8K+ 104.28% |
$263K - $299K
|
27.1K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$258K - $293K
|
13.6K
$531K
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
13.4KNew |
$255K - $289K
|
13.4K
$524K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
12.6K+ 19.96% |
$239K - $272K
|
75.6K
$2.96M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.4K+ 240.62% |
$216K - $245K
|
16.1K
$629K
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
11.3KNew |
$214K - $243K
|
11.3K
$440K
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$213K - $242K
|
11.2K
$438K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.1K+ 22.49% |
$212K - $241K
|
60.7K
$2.37M
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.9KNew |
$207K - $235K
|
10.9K
$425K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.9K+ 88.97% |
$207K - $234K
|
23.1K
$902K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.4KNew |
$199K - $226K
|
10.4K
$409K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.1K+ 87.18% |
$192K - $218K
|
21.7K
$848K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 22.91% |
$132K - $150K
|
37.2K
$1.46M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.68K+ 229.92% |
$127K - $144K
|
9.58K
$375K
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
6.44K+ 40.29% |
$122K - $139K
|
22.4K
$876K
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.78KNew |
$110K - $125K
|
5.78K
$226K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.89K+ 44.18% |
$93.1K - $106K
|
16K
$624K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.8KNew |
$91.3K - $104K
|
4.8K
$188K
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.95K+ 1.47% |
$75.2K - $85.3K
|
273K
$10.7M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.95K+ 16.14% |
$56.1K - $63.7K
|
21.2K
$830K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 27.71% |
$48.1K - $54.5K
|
11.6K
$455K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.39KNew |
$45.5K - $51.6K
|
2.39K
$93.5K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.78K+ 13.51% |
$33.9K - $38.5K
|
15K
$586K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.61KNew |
$30.5K - $34.7K
|
1.61K
$62.8K
|