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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
26,564
shares
|
$789,482
0.3% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
26,193
shares
|
$778,455
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
24,821
shares
|
$737,680
0.06% of portfolio
|
Q3 2024
Added 66.45%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
23,764
shares
|
$706,266
0.1% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
23,687
shares
|
$703,977
0.28% of portfolio
|
Q3 2024
Added 37.6%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
23,603
shares
|
$701,481
0.28% of portfolio
|
Q4 2023
Added 14.55%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
23,578
shares
|
$700,738
0.25% of portfolio
|
Q3 2024
Added 139.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
23,554
shares
|
$700,024
0.04% of portfolio
|
Q3 2024
Added 70.93%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
22,578
shares
|
$671,018
0.42% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
22,037
shares
|
$654,939
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
21,541
shares
|
$640,198
0.02% of portfolio
|
Q3 2024
Reduced 66.96%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,347
shares
|
$634,432
0.15% of portfolio
|
Q3 2024
Added 77.55%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,693
shares
|
$614,995
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
20,574
shares
|
$611,459
0.01% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
19,805
shares
|
$588,604
0.08% of portfolio
|
Q3 2024
Added 186.24%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
19,693
shares
|
$585,275
0.27% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
19,012
shares
|
$565,036
0.11% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
18,871
shares
|
$560,846
0.28% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,787
shares
|
$558,349
0.03% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
18,663
shares
|
$554,664
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
18,566
shares
|
$551,781
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,530
shares
|
$550,711
0.0% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
18,460
shares
|
$548,631
0.16% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18,092
shares
|
$537,694
0.09% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
17,771
shares
|
$528,154
0.07% of portfolio
|
Q3 2024
Reduced 14.74%
|