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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
211New |
$7.28K - $8.28K
|
211
$8.16K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
165+ 1.87% |
$5.69K - $6.47K
|
8.99K
$347K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
163+ 0.23% |
$5.62K - $6.4K
|
70.4K
$2.72M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
157+ 0.99% |
$5.41K - $6.16K
|
15.9K
$616K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 2.39% |
$5.31K - $6.04K
|
6.59K
$255K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
153+ 0.15% |
$5.28K - $6K
|
105K
$4.04M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
134New |
$4.62K - $5.26K
|
134
$5.18K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
112+ 0.87% |
$3.86K - $4.39K
|
13K
$502K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
104+ 4.11% |
$3.59K - $4.08K
|
2.64K
$102K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
86+ 0.18% |
$2.97K - $3.37K
|
47.9K
$1.85M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
63New |
$2.17K - $2.47K
|
63
$2.44K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
60New |
$2.07K - $2.35K
|
60
$2.32K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
54+ 0.18% |
$1.86K - $2.12K
|
30.5K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
43+ 0.26% |
$1.48K - $1.69K
|
16.6K
$643K
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.17% |
$724 - $824
|
12.6K
$488K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.11% |
$517 - $589
|
13.9K
$538K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.06% |
$448 - $510
|
21.9K
$847K
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11+ 0.09% |
$379 - $432
|
12.6K
$487K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.07% |
$207 - $235
|
9.19K
$355K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$103 - $118
|
1.61K
$62K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.2% |
$103 - $118
|
1.49K
$57.4K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.33% |
$69 - $78.5
|
617
$23.9K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.14% |
$69 - $78.5
|
1.46K
$56.6K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.16% |
$34.5 - $39.2
|
635
$24.5K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-23- 0.01% |
$793 - $903
|
161K
$6.24M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23- 0.3% |
$793 - $903
|
7.7K
$298K
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-37- 0.07% |
$1.28K - $1.45K
|
55.7K
$2.15M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.09% |
$1.48K - $1.69K
|
46.7K
$1.8M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.28% |
$1.62K - $1.84K
|
16.9K
$654K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.6% |
$2.07K - $2.35K
|
10K
$386K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-89- 0.19% |
$3.07K - $3.49K
|
47.5K
$1.84M
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-92- 0.69% |
$3.17K - $3.61K
|
13.3K
$512K
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-121- 0.54% |
$4.17K - $4.75K
|
22.4K
$867K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-158- 1.07% |
$5.45K - $6.2K
|
14.7K
$567K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-205- 2.13% |
$7.07K - $8.04K
|
9.44K
$365K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-206- 0.82% |
$7.1K - $8.08K
|
24.9K
$964K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-208- 3.26% |
$7.17K - $8.16K
|
6.17K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-212- 0.84% |
$7.31K - $8.32K
|
25.1K
$970K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-214- 2.79% |
$7.38K - $8.4K
|
7.46K
$288K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-227- 0.21% |
$7.83K - $8.91K
|
109K
$4.21M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-359- 2.2% |
$12.4K - $14.1K
|
16K
$618K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-376- 5.46% |
$13K - $14.8K
|
6.51K
$252K
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-378- 0.59% |
$13K - $14.8K
|
64.1K
$2.48M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-497- 0.22% |
$17.1K - $19.5K
|
229K
$8.84M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-537- 0.66% |
$18.5K - $21.1K
|
80.3K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-544- 3.49% |
$18.8K - $21.3K
|
15K
$581K
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-579- 0.25% |
$20K - $22.7K
|
236K
$9.11M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-621- 2.52% |
$21.4K - $24.4K
|
24.1K
$930K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-850- 9.99% |
$29.3K - $33.4K
|
7.66K
$296K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.04K- 6.31% |
$35.9K - $40.8K
|
15.5K
$597K
|