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 252 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
761,235
shares
|
$22.6 Million
0.15% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
733,300
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
699,376
shares
|
$20.8 Million
0.55% of portfolio
|
Q3 2024
Added 373.75%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
683,103
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
643,217
shares
|
$19.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
629,180
shares
|
$18.7 Million
2.3% of portfolio
|
Q3 2024
Reduced 39.08%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
612,747
shares
|
$18.2 Million
8.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
550,012
shares
|
$16.3 Million
0.25% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
541,323
shares
|
$16.1 Million
2.12% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
523,458
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
520,216
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2024
Added 2729.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
516,717
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2024
Added 36.69%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
471,172
shares
|
$14 Million
1.06% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
456,566
shares
|
$13.6 Million
0.04% of portfolio
|
Q3 2024
Added 236.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
430,729
shares
|
$12.8 Million
0.3% of portfolio
|
Q4 2023
Added 9.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
419,499
shares
|
$12.5 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
383,534
shares
|
$11.4 Million
0.35% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
368,946
shares
|
$11 Million
0.19% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
327,726
shares
|
$9.74 Million
0.38% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
284,547
shares
|
$8.46 Million
4.98% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
283,995
shares
|
$8.44 Million
0.13% of portfolio
|
Q2 2024
Added 6.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
270,554
shares
|
$8.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
267,425
shares
|
$7.95 Million
0.13% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
265,452
shares
|
$7.89 Million
1.17% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
254,804
shares
|
$7.57 Million
6.19% of portfolio
|
Q3 2024
Added 3.23%
|