Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.19M+ 1240.72% |
$121M - $148M
|
5.61M
$247M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.25M+ 19.56% |
$52.7M - $64.1M
|
13.8M
$607M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.47M+ 32.82% |
$34.4M - $41.9M
|
5.95M
$262M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32M+ 20.53% |
$30.9M - $37.6M
|
7.76M
$342M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
909K+ 62.17% |
$21.3M - $25.9M
|
2.37M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
589K+ 40.69% |
$13.8M - $16.8M
|
2.04M
$89.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
459KNew |
$10.7M - $13.1M
|
459K
$20.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
444K+ 10318.95% |
$10.4M - $12.7M
|
449K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
386K+ 13.12% |
$9.02M - $11M
|
3.32M
$147M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
370K+ 80.51% |
$8.66M - $10.5M
|
829K
$36.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
339KNew |
$7.94M - $9.66M
|
339K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
265K+ 21.5% |
$6.2M - $7.54M
|
1.5M
$66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
245K+ 12.15% |
$5.72M - $6.96M
|
2.26M
$99.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
231K+ 12.95% |
$5.4M - $6.56M
|
2.01M
$88.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
226K+ 4.67% |
$5.3M - $6.45M
|
5.07M
$223M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
224K+ 81.36% |
$5.24M - $6.37M
|
499K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223K+ 24.29% |
$5.22M - $6.36M
|
1.14M
$50.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
216K+ 79.43% |
$5.06M - $6.16M
|
489K
$21.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
207KNew |
$4.85M - $5.9M
|
207K
$9.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
194KNew |
$4.54M - $5.53M
|
194K
$8.56M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
191KNew |
$4.48M - $5.45M
|
191K
$8.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
191K+ 69.72% |
$4.46M - $5.43M
|
464K
$20.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
190KNew |
$4.44M - $5.41M
|
190K
$8.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
190K+ 8.75% |
$4.44M - $5.4M
|
2.36M
$104M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
179K+ 105.66% |
$4.18M - $5.08M
|
348K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
176K+ 14.2% |
$4.13M - $5.02M
|
1.42M
$62.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
160KNew |
$3.75M - $4.56M
|
160K
$7.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
159K+ 23.34% |
$3.73M - $4.53M
|
841K
$37.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
154K+ 21.41% |
$3.6M - $4.38M
|
873K
$38.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
152KNew |
$3.57M - $4.34M
|
152K
$6.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
139K+ 23.95% |
$3.26M - $3.97M
|
721K
$31.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
136K+ 48.29% |
$3.19M - $3.88M
|
419K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
134K+ 692.74% |
$3.14M - $3.82M
|
154K
$6.77M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
133KNew |
$3.12M - $3.79M
|
133K
$5.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133K+ 9.12% |
$3.11M - $3.78M
|
1.59M
$70.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
127K+ 67.22% |
$2.98M - $3.62M
|
316K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
124K+ 21.54% |
$2.9M - $3.53M
|
699K
$30.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
124KNew |
$2.9M - $3.52M
|
124K
$5.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
123KNew |
$2.88M - $3.51M
|
123K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119K+ 163.66% |
$2.78M - $3.38M
|
191K
$8.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
117K+ 109.21% |
$2.74M - $3.34M
|
224K
$9.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
102K+ 83.5% |
$2.38M - $2.9M
|
224K
$9.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
101KNew |
$2.36M - $2.87M
|
101K
$4.44M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
96.6KNew |
$2.26M - $2.75M
|
96.6K
$4.26M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
88.5K+ 148.07% |
$2.07M - $2.52M
|
148K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
86.8KNew |
$2.03M - $2.47M
|
86.8K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
75.7K+ 201.33% |
$1.77M - $2.16M
|
113K
$4.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
72.2K+ 23.79% |
$1.69M - $2.05M
|
375K
$16.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.6K+ 11.51% |
$1.61M - $1.95M
|
664K
$29.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.3KNew |
$1.6M - $1.94M
|
68.3K
$3.01M
|