Latest Institutional Transactions on Capital Group Global Growth Eq (CGGO)
This table provides information on the latest institutional transactions involving Capital Group Global Growth Eq (CGGO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.22K+ 26.27% |
$182K - $191K
|
29.9K
$922K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 1.16% |
$34.5K - $36.3K
|
103K
$3.17M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-42- 0.33% |
$1.23K - $1.29K
|
12.5K
$386K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.33K+ 1.66% |
$97.2K - $102K
|
204K
$6.29M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
212+ 1.95% |
$6.19K - $6.5K
|
11.1K
$342K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.82K+ 2.68% |
$111K - $117K
|
146K
$4.5M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.04K- 1.98% |
$147K - $155K
|
250K
$7.7M
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
11.3K+ 8.62% |
$330K - $346K
|
142K
$4.38M
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
59.2KNew |
$1.73M - $1.82M
|
59.2K
$1.83M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
102K+ 84.3% |
$2.97M - $3.12M
|
222K
$6.86M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
615+ 1.63% |
$18K - $18.9K
|
38.4K
$1.18M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.5K+ 17.64% |
$1.18M - $1.24M
|
270K
$8.33M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.06% |
$497 - $521
|
27.1K
$837K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-24.1K- 34.84% |
$703K - $738K
|
45K
$1.39M
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
15+ 0.03% |
$438 - $460
|
46.8K
$1.44M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.84K- 12.89% |
$83K - $87.1K
|
19.2K
$592K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52.2K- 99.89% |
$1.52M - $1.6M
|
57
$1.76K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 7.48% |
$43.3K - $45.5K
|
21.3K
$656K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
43.3K+ 17.23% |
$1.26M - $1.33M
|
294K
$9.08M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
11.3KNew |
$329K - $345K
|
11.3K
$347K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.7KNew |
$342K - $359K
|
11.7K
$361K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-13.5K- 63.2% |
$394K - $414K
|
7.86K
$242K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
786+ 10.47% |
$23K - $24.1K
|
8.29K
$256K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
972+ 73.03% |
$28.4K - $29.8K
|
2.3K
$71K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
293+ 0.77% |
$8.56K - $8.99K
|
38.4K
$1.18M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.28K+ 13.63% |
$37.3K - $39.2K
|
10.7K
$329K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.1KNew |
$354K - $372K
|
12.1K
$374K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.54% |
$1.66K - $1.75K
|
10.5K
$325K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
889KNew |
$26M - $27.3M
|
889K
$27.4M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
19+ 0.08% |
$555 - $583
|
22.6K
$697K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.6K- 13.91% |
$777K - $816K
|
165K
$5.08M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.72K+ 17.07% |
$284K - $298K
|
66.7K
$2.06M
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.17K+ 1.1% |
$34.3K - $36K
|
108K
$3.32M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
49.8KNew |
$1.46M - $1.53M
|
49.8K
$1.54M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-105K- 7.93% |
$3.07M - $3.22M
|
1.22M
$37.6M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.33KNew |
$243K - $256K
|
8.33K
$257K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.1K+ 25.85% |
$295K - $310K
|
49.2K
$1.52M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
877+ 10.37% |
$25.6K - $26.9K
|
9.33K
$288K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25.1K+ 25.04% |
$734K - $771K
|
126K
$3.87M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
9.22KNew |
$269K - $283K
|
9.22K
$284K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
24.3KNew |
$710K - $746K
|
24.3K
$750K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 7.49% |
$33.6K - $35.3K
|
14.2K
$438K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40.7K+ 56.25% |
$1.19M - $1.25M
|
113K
$3.49M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98.8K+ 18.26% |
$2.89M - $3.03M
|
640K
$19.7M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.92K+ 11.93% |
$202K - $212K
|
64.9K
$2M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
634+ 0.36% |
$18.5K - $19.4K
|
179K
$5.52M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
77KNew |
$2.25M - $2.36M
|
77K
$2.38M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
294+ 0.9% |
$8.59K - $9.02K
|
33.1K
$1.02M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.05KNew |
$206K - $216K
|
7.05K
$217K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49K+ 38.4% |
$1.43M - $1.5M
|
177K
$5.45M
|