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 |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
251,138
shares
|
$7.46 Million
4.09% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
246,982
shares
|
$7.34 Million
0.11% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
241,904
shares
|
$7.19 Million
0.66% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
232,100
shares
|
$6.9 Million
2.05% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
229,663
shares
|
$6.83 Million
2.01% of portfolio
|
Q3 2024
Added 40.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,850
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
223,854
shares
|
$6.65 Million
2.25% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
222,358
shares
|
$6.61 Million
0.07% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
217,305
shares
|
$6.46 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
215,484
shares
|
$6.4 Million
4.29% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
209,740
shares
|
$6.23 Million
0.02% of portfolio
|
Q3 2024
Added 119.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
200,778
shares
|
$5.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
200,719
shares
|
$5.97 Million
0.23% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
200,361
shares
|
$5.95 Million
0.06% of portfolio
|
Q3 2024
Added 47.03%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
192,103
shares
|
$5.71 Million
0.98% of portfolio
|
Q3 2023
Added 8.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
191,377
shares
|
$5.69 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
181,280
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
180,183
shares
|
$5.36 Million
2.75% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
178,313
shares
|
$5.3 Million
0.12% of portfolio
|
Q3 2024
Added 726.36%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
166,544
shares
|
$4.95 Million
1.18% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
158,082
shares
|
$4.7 Million
0.11% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
155,548
shares
|
$4.62 Million
0.97% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
149,633
shares
|
$4.45 Million
0.19% of portfolio
|
Q3 2024
Added 34.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
148,747
shares
|
$4.42 Million
0.14% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
142,580
shares
|
$4.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.25%
|