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
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
125+ 0.43% |
$2.93K - $3.56K
|
28.9K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
103+ 0.99% |
$2.41K - $2.93K
|
10.5K
$392K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
102+ 2.57% |
$2.39K - $2.9K
|
4.07K
$152K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55+ 0.63% |
$1.29K - $1.57K
|
8.85K
$329K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
52New |
$1.22K - $1.48K
|
52
$1.94K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
43New |
$1.01K - $1.22K
|
43
$1.6K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
43New |
$1.01K - $1.22K
|
43
$1.6K
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
35+ 0.22% |
$819 - $996
|
16.2K
$603K
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7+ 0.06% |
$164 - $199
|
12.5K
$467K
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.0% |
$23.4 - $28.5
|
51.1K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-128- 0.76% |
$3K - $3.64K
|
16.8K
$624K
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-230- 1.17% |
$5.38K - $6.55K
|
19.5K
$726K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-256- 1.19% |
$5.99K - $7.29K
|
21.3K
$793K
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-327- 0.44% |
$7.65K - $9.31K
|
74K
$2.76M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-349- 4.2% |
$8.17K - $9.94K
|
7.96K
$296K
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-426- 3.7% |
$9.97K - $12.1K
|
11.1K
$413K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-570- 4.74% |
$13.3K - $16.2K
|
11.5K
$427K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-600- 1.79% |
$14K - $17.1K
|
33K
$1.23M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-653- 2.61% |
$15.3K - $18.6K
|
24.4K
$909K
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-714- 0.33% |
$16.7K - $20.3K
|
214K
$7.98M
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-967- 0.25% |
$22.6K - $27.5K
|
381K
$14.2M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.16K- 39.15% |
$27.1K - $33K
|
1.8K
$67.1K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.27K- 0.59% |
$29.6K - $36K
|
214K
$7.99M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.1K- 15.2% |
$49.1K - $59.8K
|
11.7K
$436K
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.22K- 3.7% |
$51.9K - $63.1K
|
57.7K
$2.15M
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.34K- 0.4% |
$54.6K - $66.5K
|
585K
$21.8M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.85K- 38.33% |
$66.8K - $81.3K
|
4.59K
$171K
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-4.22K- 19.57% |
$98.8K - $120K
|
17.3K
$646K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.27K- 0.62% |
$123K - $150K
|
844K
$31.4M
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8.48K- 95.23% |
$198K - $241K
|
425
$15.8K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9.24K- 44.67% |
$216K - $263K
|
11.4K
$426K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.4K- 6.1% |
$268K - $326K
|
176K
$6.55M
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-11.6K- 0.71% |
$272K - $331K
|
1.62M
$60.5M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 4.07% |
$337K - $410K
|
340K
$12.6M
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17K- 12.03% |
$398K - $484K
|
124K
$4.63M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-17.4K- 42.82% |
$407K - $495K
|
23.2K
$865K
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-17.8K- 4.27% |
$417K - $507K
|
400K
$14.9M
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-20.8K- 2.68% |
$486K - $592K
|
754K
$28.1M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.3K- 30.39% |
$568K - $692K
|
55.6K
$2.07M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.7K- 65.09% |
$600K - $731K
|
13.8K
$513K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 1.4% |
$702K - $854K
|
2.12M
$78.9M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-32.3K- 75.95% |
$756K - $919K
|
10.2K
$381K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-42.1K- 82.59% |
$985K - $1.2M
|
8.87K
$330K
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-48.1K- 2.13% |
$1.13M - $1.37M
|
2.21M
$82.4M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-51.6K- 10.64% |
$1.21M - $1.47M
|
433K
$16.1M
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-55.6K- 14.5% |
$1.3M - $1.58M
|
328K
$12.2M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-87.9K- 75.54% |
$2.06M - $2.5M
|
28.5K
$1.06M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.61M- 98.66% |
$84.5M - $103M
|
48.9K
$1.82M
|