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 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.41K+ 33.74% |
$127K - $154K
|
21.4K
$804K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.94KNew |
$115K - $140K
|
4.94K
$185K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
4.91K+ 8.21% |
$115K - $140K
|
64.7K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.76K+ 13.45% |
$111K - $136K
|
40.2K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 11.81% |
$111K - $135K
|
44.7K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.14K+ 0.76% |
$97K - $118K
|
550K
$20.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.14K+ 5.88% |
$96.8K - $118K
|
74.5K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.58KNew |
$83.7K - $102K
|
3.58K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.54K+ 0.59% |
$82.8K - $101K
|
606K
$22.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.23K+ 34.41% |
$75.5K - $91.8K
|
12.6K
$472K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.2K+ 4.44% |
$74.8K - $91K
|
75.2K
$2.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.6K+ 2.75% |
$60.9K - $74.1K
|
97.3K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.53K+ 17.07% |
$59.2K - $72.1K
|
17.4K
$651K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.48K+ 14.26% |
$58K - $70.6K
|
19.9K
$745K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.27K+ 11.36% |
$53K - $64.5K
|
22.2K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.25K+ 17.86% |
$52.7K - $64.1K
|
14.9K
$557K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 10.12% |
$51K - $62.1K
|
23.7K
$889K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.12K+ 13.78% |
$49.6K - $60.4K
|
17.5K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11KNew |
$49.4K - $60.2K
|
2.11K
$79.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.03K+ 15.79% |
$47.4K - $57.7K
|
14.8K
$556K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.88K+ 14.41% |
$44K - $53.6K
|
14.9K
$560K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.78K+ 13.75% |
$41.7K - $50.7K
|
14.7K
$552K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.73K+ 2.73% |
$40.5K - $49.3K
|
65.1K
$2.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
1.59K+ 15.74% |
$37.2K - $45.3K
|
11.7K
$438K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.59K+ 13.94% |
$37.2K - $45.2K
|
13K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.54K+ 2.29% |
$35.9K - $43.7K
|
68.6K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.51K+ 15.27% |
$35.4K - $43K
|
11.4K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$35.1K - $42.7K
|
1.5K
$56.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 16.52% |
$33K - $40.1K
|
9.94K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 5.12% |
$31.4K - $38.2K
|
27.6K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1.2K+ 5.84% |
$28.1K - $34.2K
|
21.8K
$815K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.17KNew |
$27.5K - $33.4K
|
1.17K
$44K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16KNew |
$27.1K - $33K
|
1.16K
$43.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.13KNew |
$26.5K - $32.3K
|
1.13K
$42.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.12K+ 6.66% |
$26.3K - $32K
|
18K
$674K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.05K+ 5.99% |
$24.6K - $29.9K
|
18.6K
$697K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1K+ 218.74% |
$23.5K - $28.6K
|
1.46K
$54.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
900+ 150.0% |
$21.1K - $25.6K
|
1.5K
$56.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
863+ 1.09% |
$20.2K - $24.6K
|
79.8K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
787+ 3.88% |
$18.4K - $22.4K
|
21.1K
$791K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
632+ 1.56% |
$14.8K - $18K
|
41K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
591+ 1.22% |
$13.8K - $16.8K
|
49.1K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
578+ 2.8% |
$13.5K - $16.5K
|
21.2K
$796K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
520New |
$12.2K - $14.8K
|
520
$19.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
438+ 1.0% |
$10.2K - $12.5K
|
44.4K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
329+ 2.02% |
$7.7K - $9.37K
|
16.6K
$622K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
301+ 0.64% |
$7.04K - $8.57K
|
47.1K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
180+ 0.41% |
$4.21K - $5.12K
|
43.8K
$1.64M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
170New |
$3.98K - $4.84K
|
170
$6.37K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
140+ 1.4% |
$3.28K - $3.99K
|
10.1K
$379K
|