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 253 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 $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
142,190
shares
|
$4.24 Million
1.14% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
140,314
shares
|
$4.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
140,108
shares
|
$4.18 Million
0.03% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
130,838
shares
|
$3.91 Million
2.06% of portfolio
|
Q3 2024
Added 50.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
127,841
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2024
Added 170.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
127,722
shares
|
$3.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
121,440
shares
|
$3.62 Million
0.09% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
120,622
shares
|
$3.6 Million
0.24% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
117,282
shares
|
$3.5 Million
2.65% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
111,760
shares
|
$3.34 Million
1.23% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
110,388
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
Added 117.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
110,294
shares
|
$3.29 Million
0.14% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
106,348
shares
|
$3.17 Million
2.34% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
101,697
shares
|
$3.04 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
101,679
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
100,384
shares
|
$3 Million
0.27% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
95,029
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2024
Added 101.35%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
94,216
shares
|
$2.81 Million
1.42% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
91,021
shares
|
$2.72 Million
0.44% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
90,700
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2024
Added 94.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
85,144
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
79,321
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2024
Reduced 32.55%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
78,168
shares
|
$2.33 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
76,961
shares
|
$2.3 Million
0.67% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
72,362
shares
|
$2.16 Million
0.5% of portfolio
|
Q3 2024
Added 2.02%
|