Institutional Ownership Capital Group Global Growth Eq (CGGO)
This table provides information about the institutional ownership of Capital Group Global Growth Eq (CGGO). We have compiled data on the 327 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
912,454
shares
|
$29.3 Million
0.16% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
908,360
shares
|
$29.1 Million
2.04% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
903,279
shares
|
$29 Million
1.3% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
801,485
shares
|
$25.7 Million
0.12% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
795,254
shares
|
$25.5 Million
0.06% of portfolio
|
Q1 2025
Added 36.53%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
791,511
shares
|
$25.4 Million
0.03% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
738,416
shares
|
$23.7 Million
18.47% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
724,308
shares
|
$23.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
668,193
shares
|
$21.4 Million
0.16% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
663,646
shares
|
$21.3 Million
2.34% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
637,627
shares
|
$20.4 Million
9.17% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
598,733
shares
|
$19.2 Million
0.02% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
584,926
shares
|
$18.8 Million
0.4% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
538,075
shares
|
$17.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
517,374
shares
|
$16.6 Million
7.4% of portfolio
|
Q1 2025
Added 86.63%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
507,548
shares
|
$16.3 Million
0.22% of portfolio
|
Q1 2025
Added 63.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
484,278
shares
|
$15.5 Million
0.2% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
445,882
shares
|
$14.3 Million
0.41% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
433,951
shares
|
$13.9 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
430,729
shares
|
$13.8 Million
0.3% of portfolio
|
Q4 2023
Added 9.46%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
423,957
shares
|
$13.6 Million
11.8% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
368,946
shares
|
$11.8 Million
0.19% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
315,262
shares
|
$10.1 Million
4.42% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
312,168
shares
|
$10 Million
1.38% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
302,650
shares
|
$9.71 Million
0.27% of portfolio
|
Q1 2025
Reduced 13.25%
|