Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5.6KNew |
$193K - $220K
|
5.6K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.6KNew |
$193K - $220K
|
5.6K
$192K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.55KNew |
$191K - $218K
|
5.55K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.52KNew |
$190K - $217K
|
5.52K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.52K+ 0.93% |
$190K - $216K
|
600K
$20.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5.21K+ 3.85% |
$180K - $204K
|
141K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.2K+ 10.14% |
$179K - $204K
|
56.5K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.06K+ 15.77% |
$174K - $198K
|
37.1K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.98K+ 18.4% |
$172K - $195K
|
32.1K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.97K+ 2.09% |
$171K - $195K
|
243K
$8.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.95K+ 15.09% |
$171K - $194K
|
37.8K
$1.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.71K+ 1.24% |
$163K - $185K
|
384K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 30.96% |
$160K - $182K
|
19.7K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.58K+ 56.8% |
$158K - $180K
|
12.6K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.52K+ 5.57% |
$156K - $177K
|
85.7K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.48K+ 17.27% |
$155K - $176K
|
30.4K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.23K+ 650.0% |
$146K - $166K
|
4.88K
$167K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.11K+ 6.77% |
$142K - $161K
|
64.8K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.83K+ 6.59% |
$132K - $150K
|
62K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.69K+ 1.39% |
$127K - $145K
|
270K
$9.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.67K+ 4.33% |
$126K - $144K
|
88.4K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.64K+ 30.23% |
$125K - $143K
|
15.7K
$538K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.59K+ 24.0% |
$124K - $141K
|
18.6K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.56K+ 44.11% |
$123K - $140K
|
11.6K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.43K+ 3.49% |
$118K - $135K
|
102K
$3.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.43K+ 21.13% |
$118K - $134K
|
19.6K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.41K+ 17.91% |
$118K - $134K
|
22.4K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27KNew |
$113K - $128K
|
3.27K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.24K+ 51.5% |
$112K - $127K
|
9.52K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3.2K+ 20.72% |
$110K - $126K
|
18.7K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3K+ 2.74% |
$103K - $118K
|
113K
$3.86M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 14.44% |
$98.8K - $112K
|
22.7K
$779K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.82K+ 0.51% |
$97.2K - $111K
|
557K
$19.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.7K+ 5.87% |
$93.2K - $106K
|
48.7K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.66K+ 1.36% |
$91.7K - $104K
|
198K
$6.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.61K+ 15.09% |
$90K - $102K
|
19.9K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.61K+ 9.82% |
$89.8K - $102K
|
29.1K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.55K+ 12.29% |
$87.8K - $99.9K
|
23.3K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.5K+ 4.62% |
$86.2K - $98.1K
|
56.6K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.39KNew |
$82.4K - $93.8K
|
2.39K
$82K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.39K+ 11.29% |
$82.3K - $93.6K
|
23.5K
$807K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.32K+ 15.6% |
$79.8K - $90.8K
|
17.2K
$588K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.31K+ 4.95% |
$79.6K - $90.6K
|
49K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.21K+ 1.61% |
$76.3K - $86.8K
|
140K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.15KNew |
$74.2K - $84.4K
|
2.15K
$73.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.14K+ 10.55% |
$73.8K - $83.9K
|
22.4K
$769K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
2.03K+ 16.32% |
$70K - $79.7K
|
14.5K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.99K+ 7.91% |
$68.8K - $78.2K
|
27.2K
$933K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.92K+ 30.96% |
$66.2K - $75.3K
|
8.11K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.89K+ 30.0% |
$65K - $74K
|
8.17K
$280K
|